|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$198M
|
+$1.61M
|
+63,703
|
+0.8%
|
|
|
2
|
Ronald Blue & Co
Roswell,
Georgia
|
$83.9M
|
+$82.8M
|
+3,270,439
|
New
|
|
|
3
|
Evensky & Katz
Coral Gables,
Florida
|
$18.9M
|
+$1.2M
|
+47,233
|
+7%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$6.1M
|
-$524K
|
-20,698
|
-8%
|
|
|
5
|
Sanders Morris Harris
Houston,
Texas
|
$5.13M
|
+$2.79M
|
+110,013
|
+123%
|
|
|
6
|
Northern Trust
Chicago,
Illinois
|
$2.39M
|
+$12.3M
|
+486,071
|
+5%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$1.69M
|
+$47.4K
|
+1,872
|
+3%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$1.26M
|
-$991K
|
-39,156
|
-44%
|
|
|
9
|
|
$1.1M
|
+$88.8K
|
+3,508
|
+9%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$879K
|
+$868K
|
+34,271
|
New
|
|
|
11
|
Lourd Capital
Beverly Hills,
California
|
$761K
|
-$613K
|
-24,204
|
-45%
|
|
|
12
|
Wolverine Trading
Chicago,
Illinois
|
$587K
|
+$581K
|
+22,963
|
New
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$399K
|
-$14K
|
-553
|
-3%
|
|
|
14
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$257K
|
-$6.53K
|
-258
|
-3%
|
|
|
15
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$257K
|
–
|
–
|
–
|
|
|
16
|
|
$248K
|
-$48.6K
|
-1,919
|
-17%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$86K
|
+$44.1K
|
+1,742
|
+109%
|
|
|
18
|
Atwood & Palmer
Kansas City,
Missouri
|
$74K
|
–
|
–
|
–
|
|
|
19
|
|
$55K
|
+$32.6K
|
+1,286
|
+153%
|
|
|
20
|
Creative Planning
Overland Park,
Kansas
|
$39K
|
+$38.1K
|
+1,504
|
New
|
|
|
21
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$26K
|
+$25.3K
|
+1,000
|
New
|
|
|
22
|
Whitnell & Co
Oak Brook,
Illinois
|
$13K
|
+$12.7K
|
+500
|
New
|
|
|
23
|
Advisor Group
Phoenix,
Arizona
|
$9K
|
+$9.55K
|
+377
|
New
|
|
|
24
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$7K
|
–
|
–
|
–
|
|
|
25
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$7K
|
+$6.13K
|
+242
|
New
|
|
