|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.25B
|
+$230M
|
+4,817,241
|
+23%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$138M
|
+$46.6M
|
+975,448
|
+51%
|
|
|
3
|
Fidelity Investments
Boston,
Massachusetts
|
$115M
|
+$5.77M
|
+120,756
|
+5%
|
|
|
4
|
Richard Bernstein Advisors
New York
|
$78.6M
|
+$16M
|
+335,570
|
+26%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$76.7M
|
+$38.2M
|
+798,993
|
+99%
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$42M
|
+$41.8M
|
+874,282
|
+26,802%
|
|
|
7
|
AssetMark Inc
Concord,
California
|
$41.3M
|
-$62.3M
|
-1,303,302
|
-60%
|
|
|
8
|
|
$37.4M
|
+$6.27M
|
+131,318
|
+20%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$37.3M
|
+$5.37M
|
+112,446
|
+17%
|
|
|
10
|
|
$32.2M
|
+$32.1M
|
+673,000
|
New
|
|
|
11
|
|
$29.4M
|
-$2.01M
|
-42,074
|
-6%
|
|
|
12
|
Bank of New York Mellon
New York
|
$21.4M
|
+$540K
|
+11,303
|
+3%
|
|
|
13
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$15M
|
+$360K
|
+7,534
|
+2%
|
|
|
14
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$13.3M
|
-$3.5M
|
-73,201
|
-21%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$12.4M
|
-$4.67M
|
-97,690
|
-27%
|
|
|
16
|
Aviance Capital Management
Sarasota,
Florida
|
$11.5M
|
-$2.13M
|
-44,626
|
-16%
|
|
|
17
|
Quattro Financial Advisors
The Woodlands,
Texas
|
$10.1M
|
-$1.33M
|
-27,885
|
-12%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.68M
|
+$833K
|
+17,444
|
+9%
|
|
|
19
|
WP Advisors
San Francisco,
California
|
$8.12M
|
+$165K
|
+3,463
|
+2%
|
|
|
20
|
Cardan Capital Partners
Denver,
Colorado
|
$8.01M
|
+$748K
|
+15,657
|
+10%
|
|
|
21
|
Flow Traders U.S.
New York
|
$7.8M
|
-$40.5M
|
-846,942
|
-84%
|
|
|
22
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$7.07M
|
+$5.75M
|
+120,403
|
+442%
|
|
|
23
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$6.99M
|
-$1.87M
|
-39,111
|
-21%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$6.87M
|
+$1.84M
|
+38,461
|
+37%
|
|
|
25
|
Peak Financial Management
Wellesley,
Massachusetts
|
$6.65M
|
+$274K
|
+5,739
|
+4%
|
|
