|
1
|
Charles Schwab
San Francisco,
California
|
$1.02B
|
+$148M
|
+4,672,777
|
+18%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$424M
|
-$158M
|
-4,957,222
|
-28%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$411M
|
+$17.3M
|
+545,856
|
+5%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$253M
|
+$2.61M
|
+82,051
|
+1%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$239M
|
+$5.92M
|
+186,311
|
+3%
|
|
|
6
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$228M
|
+$20.2M
|
+636,490
|
+10%
|
|
|
7
|
|
$204M
|
+$143M
|
+4,515,369
|
+265%
|
|
|
8
|
D.A. Davidson & Co
Great Falls,
Montana
|
$149M
|
+$2.21M
|
+69,415
|
+2%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$141M
|
+$9.6M
|
+302,108
|
+8%
|
|
|
10
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$102M
|
+$12.5M
|
+393,865
|
+8%
|
|
|
11
|
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
$99.8M
|
+$45.8M
|
+1,440,000
|
+90%
|
|
|
12
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$96.7M
|
+$3.64M
|
+114,472
|
+4%
|
|
|
13
|
GE Investment Management
Norwalk,
Connecticut
|
$92.6M
|
+$89.7M
|
+2,821,500
|
New
|
|
|
14
|
|
$84.2M
|
+$43.9M
|
+1,380,715
|
+117%
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
$72.8M
|
+$6.51M
|
+204,901
|
+10%
|
|
|
16
|
Eastern Bank
Boston,
Massachusetts
|
$70.7M
|
-$2.39M
|
-75,139
|
-3%
|
|
|
17
|
Buckingham Capital Management (Ohio)
Dayton,
Ohio
|
$67.7M
|
+$10.3M
|
+324,504
|
+19%
|
|
|
18
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$64.8M
|
+$30.4M
|
+955,213
|
+94%
|
|
|
19
|
Mission Wealth Management
Santa Barbara,
California
|
$64.3M
|
+$6.84M
|
+215,381
|
+12%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$60.5M
|
+$42.5M
|
+1,338,048
|
+265%
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
$53.3M
|
-$28.6M
|
-898,903
|
-36%
|
|
|
22
|
Private Advisor Group
Morristown,
New Jersey
|
$47.7M
|
+$6.16M
|
+193,696
|
+15%
|
|
|
23
|
Zurich Insurance Group
Zurich,
Switzerland
|
$46M
|
–
|
–
|
–
|
|
|
24
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$46M
|
+$15.8M
|
+496,133
|
+55%
|
|
|
25
|
True Link Financial Advisors
San Francisco,
California
|
$42.5M
|
+$41.2M
|
+1,295,724
|
New
|
|
