|
1
|
Charles Schwab
San Francisco,
California
|
$831M
|
+$165M
|
+5,183,505
|
+24%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$562M
|
+$371M
|
+11,660,136
|
+188%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$376M
|
+$24.1M
|
+757,777
|
+7%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$240M
|
+$16.5M
|
+516,829
|
+7%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$223M
|
+$10.2M
|
+319,157
|
+5%
|
|
|
6
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$199M
|
+$31.9M
|
+1,001,413
|
+19%
|
|
|
7
|
D.A. Davidson & Co
Great Falls,
Montana
|
$141M
|
+$3.45M
|
+108,440
|
+2%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$125M
|
+$27.2M
|
+855,275
|
+27%
|
|
|
9
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$89.3M
|
+$155M
|
+4,868,400
|
+2,310%
|
|
|
10
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$89M
|
+$7.04M
|
+221,150
|
+8%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$79.3M
|
-$25.6M
|
-803,270
|
-24%
|
|
|
12
|
Eastern Bank
Boston,
Massachusetts
|
$70.1M
|
+$389K
|
+12,228
|
+0.6%
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$63.3M
|
+$1.03M
|
+32,224
|
+2%
|
|
|
14
|
Mission Wealth Management
Santa Barbara,
California
|
$54.8M
|
+$6.82M
|
+214,064
|
+14%
|
|
|
15
|
Buckingham Capital Management (Ohio)
Dayton,
Ohio
|
$54.6M
|
+$8.76M
|
+274,963
|
+19%
|
|
|
16
|
|
$53.6M
|
-$19.3M
|
-606,620
|
-26%
|
|
|
17
|
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
$50.3M
|
–
|
–
|
–
|
|
|
18
|
Zurich Insurance Group
Zurich,
Switzerland
|
$44.1M
|
–
|
–
|
–
|
|
|
19
|
Private Advisor Group
Morristown,
New Jersey
|
$39.6M
|
+$9.16M
|
+287,557
|
+30%
|
|
|
20
|
|
$37.2M
|
-$54.7M
|
-1,718,753
|
-59%
|
|
|
21
|
Advisors Capital Management
Ridgewood,
New Jersey
|
$35.4M
|
+$129K
|
+4,038
|
+0.4%
|
|
|
22
|
ERTS Wealth Advisors
Marquette,
Michigan
|
$34.8M
|
+$883K
|
+27,719
|
+3%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$32.6M
|
+$16.2M
|
+507,541
|
+96%
|
|
|
24
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$32.4M
|
+$876K
|
+27,520
|
+3%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$32.4M
|
+$8.84M
|
+277,647
|
+37%
|
|
