|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.49B
|
+$37.4M
|
+790,106
|
+3%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$150M
|
-$56.3M
|
-1,190,760
|
-27%
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$142M
|
+$32.2M
|
+680,251
|
+29%
|
|
|
4
|
Richard Bernstein Advisors
New York
|
$120M
|
+$42.3M
|
+893,718
|
+54%
|
|
|
5
|
Fidelity Investments
Boston,
Massachusetts
|
$120M
|
+$1.41M
|
+29,816
|
+1%
|
|
|
6
|
SCS Capital Management
Boston,
Massachusetts
|
$105M
|
+$49.1M
|
+1,038,449
|
+87%
|
|
|
7
|
|
$65.6M
|
+$12.8M
|
+269,488
|
+24%
|
|
|
8
|
AssetMark Inc
Concord,
California
|
$56M
|
+$44.3M
|
+935,494
|
+370%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$41M
|
+$1.71M
|
+36,132
|
+4%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$34M
|
-$45.6M
|
-963,615
|
-57%
|
|
|
11
|
|
$30.5M
|
-$5.62M
|
-118,843
|
-15%
|
|
|
12
|
|
$27.9M
|
-$1.89M
|
-40,000
|
-6%
|
|
|
13
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$17.3M
|
+$1.64M
|
+34,729
|
+10%
|
|
|
14
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$17M
|
+$17.3M
|
+365,121
|
New
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$16.4M
|
+$2.55M
|
+53,878
|
+18%
|
|
|
16
|
Bank of New York Mellon
New York
|
$16.3M
|
-$2.46M
|
-51,993
|
-13%
|
|
|
17
|
Conning Inc
Hartford,
Connecticut
|
$15M
|
+$11.1M
|
+233,575
|
+279%
|
|
|
18
|
Quattro Financial Advisors
The Woodlands,
Texas
|
$12M
|
-$1.82M
|
-38,545
|
-13%
|
|
|
19
|
WP Advisors
San Francisco,
California
|
$9.69M
|
+$962K
|
+20,321
|
+11%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.36M
|
+$1.83M
|
+38,663
|
+24%
|
|
|
21
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$9.32M
|
+$2.1M
|
+44,404
|
+29%
|
|
|
22
|
Cardan Capital Partners
Denver,
Colorado
|
$9.05M
|
+$460K
|
+9,726
|
+5%
|
|
|
23
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$8.93M
|
-$9.39M
|
-198,468
|
-51%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$8.7M
|
+$298K
|
+6,293
|
+4%
|
|
|
25
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$8.12M
|
-$458K
|
-9,681
|
-5%
|
|
