|
1
|
Charles Schwab
San Francisco,
California
|
$682M
|
+$1.47M
|
+45,396
|
+0.2%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$360M
|
+$29.9M
|
+926,372
|
+9%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$228M
|
+$6.07M
|
+188,021
|
+3%
|
|
|
4
|
Creative Planning
Overland Park,
Kansas
|
$218M
|
-$5.42M
|
-167,835
|
-2%
|
|
|
5
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$199M
|
+$16.2M
|
+501,629
|
+9%
|
|
|
6
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$184M
|
-$10.3M
|
-318,366
|
-5%
|
|
|
7
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$171M
|
+$30.4M
|
+942,722
|
+22%
|
|
|
8
|
D.A. Davidson & Co
Great Falls,
Montana
|
$140M
|
+$4.21M
|
+130,354
|
+3%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$107M
|
+$34.6M
|
+1,070,898
|
+47%
|
|
|
10
|
|
$104M
|
+$85.4M
|
+2,645,451
|
+438%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$100M
|
-$3.55M
|
-110,095
|
-3%
|
|
|
12
|
|
$93.2M
|
+$68.8M
|
+2,129,304
|
+275%
|
|
|
13
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$83.8M
|
+$5.93M
|
+183,731
|
+8%
|
|
|
14
|
|
$74.2M
|
-$54.6M
|
-1,689,898
|
-42%
|
|
|
15
|
Eastern Bank
Boston,
Massachusetts
|
$71.1M
|
+$400K
|
+12,397
|
+0.6%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$63.6M
|
+$4.22M
|
+130,579
|
+7%
|
|
|
17
|
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
$51.4M
|
–
|
–
|
–
|
|
|
18
|
Mission Wealth Management
Santa Barbara,
California
|
$49.1M
|
+$5.01M
|
+155,080
|
+11%
|
|
|
19
|
Jefferies Financial Group
New York
|
$47.3M
|
+$20.3M
|
+628,710
|
+75%
|
|
|
20
|
Buckingham Capital Management (Ohio)
Dayton,
Ohio
|
$46.9M
|
+$5.85M
|
+181,115
|
+14%
|
|
|
21
|
Zurich Insurance Group
Zurich,
Switzerland
|
$45M
|
–
|
–
|
–
|
|
|
22
|
Advisors Capital Management
Ridgewood,
New Jersey
|
$36M
|
+$2.8M
|
+86,726
|
+8%
|
|
|
23
|
ERTS Wealth Advisors
Marquette,
Michigan
|
$34.6M
|
+$1M
|
+31,101
|
+3%
|
|
|
24
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$33.4M
|
-$472K
|
-14,621
|
-1%
|
|
|
25
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$32.2M
|
+$765K
|
+23,700
|
+2%
|
|
