|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$151M
|
+$112M
|
+5,789,188
|
+280%
|
|
|
2
|
Highland Capital Management (Texas)
Dallas,
Texas
|
$17.1M
|
-$20.5M
|
-1,053,669
|
-54%
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
$8.43M
|
-$616K
|
-31,722
|
-7%
|
|
|
4
|
|
$6.2M
|
-$430K
|
-22,119
|
-6%
|
|
|
5
|
Guggenheim Capital
Chicago,
Illinois
|
$6.12M
|
+$1.24M
|
+63,845
|
+25%
|
|
|
6
|
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
$3.06M
|
+$2.31M
|
+118,900
|
+295%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$2.46M
|
+$181K
|
+9,295
|
+8%
|
|
|
8
|
VSR Financial Services
Overland Park,
Kansas
|
$2.23M
|
+$2.26M
|
+116,258
|
New
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.13M
|
-$23.4K
|
-1,203
|
-1%
|
|
|
10
|
Cetera Advisors
Denver,
Colorado
|
$1.99M
|
-$124K
|
-6,365
|
-6%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$1.79M
|
-$63.6K
|
-3,273
|
-3%
|
|
|
12
|
TD Asset Management
Toronto,
Ontario, Canada
|
$1.52M
|
–
|
–
|
–
|
|
|
13
|
Independent Portfolio Consultants
Boca Raton,
Florida
|
$1.2M
|
-$16.5K
|
-850
|
-1%
|
|
|
14
|
|
$445K
|
+$450K
|
+23,154
|
New
|
|
|
15
|
Estate Counselors
Thiensville,
Wisconsin
|
$442K
|
+$447K
|
+23,000
|
New
|
|
|
16
|
Klingenstein Fields & Co
New York
|
$304K
|
-$100K
|
-5,150
|
-25%
|
|
|
17
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$201K
|
–
|
–
|
–
|
|
|
18
|
MSI Financial Services
Springfield,
Massachusetts
|
$41K
|
+$3.88K
|
+200
|
+10%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$36K
|
-$29.7K
|
-1,527
|
-45%
|
|
|
20
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$24K
|
–
|
–
|
–
|
|
|
21
|
Washington Trust Bank
Spokane,
Washington
|
$23K
|
–
|
–
|
–
|
|
|
22
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$22K
|
+$22.4K
|
+1,154
|
New
|
|
|
23
|
Creative Planning
Overland Park,
Kansas
|
$12K
|
+$12.6K
|
+648
|
New
|
|
|
24
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$10K
|
+$9.71K
|
+500
|
New
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$10K
|
+$10.3K
|
+532
|
New
|
|
