|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.43B
|
-$44.6M
|
-950,363
|
-3%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$170M
|
+$21.6M
|
+460,236
|
+15%
|
|
|
3
|
Richard Bernstein Advisors
New York
|
$149M
|
+$29.4M
|
+625,991
|
+24%
|
|
|
4
|
Fidelity Investments
Boston,
Massachusetts
|
$118M
|
-$1.15M
|
-24,454
|
-1%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$111M
|
-$29.7M
|
-633,143
|
-21%
|
|
|
6
|
SCS Capital Management
Boston,
Massachusetts
|
$74.5M
|
-$30M
|
-639,215
|
-29%
|
|
|
7
|
|
$67.9M
|
+$2.76M
|
+58,707
|
+4%
|
|
|
8
|
AssetMark Inc
Concord,
California
|
$65.2M
|
+$9.64M
|
+205,421
|
+17%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$34.1M
|
-$6.64M
|
-141,389
|
-16%
|
|
|
10
|
|
$29.7M
|
-$648K
|
-13,808
|
-2%
|
|
|
11
|
|
$27.7M
|
–
|
–
|
–
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$23.5M
|
-$10.4M
|
-220,548
|
-31%
|
|
|
13
|
Gradient Investments
Arden Hills,
Minnesota
|
$19.9M
|
+$18.1M
|
+386,092
|
+968%
|
|
|
14
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$19.2M
|
+$10.4M
|
+221,329
|
+117%
|
|
|
15
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$18.2M
|
+$1.13M
|
+24,123
|
+7%
|
|
|
16
|
Bank of New York Mellon
New York
|
$16.4M
|
+$287K
|
+6,126
|
+2%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$16.3M
|
-$33.1K
|
-705
|
-0.2%
|
|
|
18
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$13.9M
|
+$10.1M
|
+214,633
|
+260%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$10.1M
|
+$1.49M
|
+31,809
|
+17%
|
|
|
20
|
Conning Inc
Hartford,
Connecticut
|
$9.84M
|
-$5.03M
|
-107,181
|
-34%
|
|
|
21
|
WP Advisors
San Francisco,
California
|
$9.5M
|
-$119K
|
-2,542
|
-1%
|
|
|
22
|
Bernicke Wealth Management
Altoona,
Wisconsin
|
$9.22M
|
+$9.03M
|
+192,386
|
+4,114%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.12M
|
+$1.6M
|
+34,003
|
+21%
|
|
|
24
|
Advisory Alpha
Holland,
Michigan
|
$8.48M
|
+$667K
|
+14,208
|
+8%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.35M
|
-$944K
|
-20,115
|
-10%
|
|
