|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$196M
|
+$179K
|
+7,045
|
+0.1%
|
|
|
2
|
Ronald Blue & Co
Roswell,
Georgia
|
$117M
|
+$33.9M
|
+1,334,990
|
+41%
|
|
|
3
|
Evensky & Katz
Coral Gables,
Florida
|
$21.8M
|
+$2.98M
|
+117,145
|
+16%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$6.07M
|
+$13.3K
|
+522
|
+0.2%
|
|
|
5
|
Kissinger Financial Services
Hunt Valley,
Maryland
|
$5.35M
|
+$5.34M
|
+210,005
|
New
|
|
|
6
|
Northern Trust
Chicago,
Illinois
|
$2.46M
|
+$8.66M
|
+341,035
|
+4%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$1.53M
|
-$144K
|
-5,666
|
-9%
|
|
|
8
|
|
$1.47M
|
+$371K
|
+14,589
|
+34%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$1.4M
|
+$158K
|
+6,212
|
+13%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$745K
|
-$127K
|
-5,017
|
-15%
|
|
|
11
|
Lourd Capital
Beverly Hills,
California
|
$538K
|
-$218K
|
-8,580
|
-29%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$390K
|
-$5.97K
|
-235
|
-2%
|
|
|
13
|
|
$365K
|
+$119K
|
+4,668
|
+48%
|
|
|
14
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$288K
|
+$32.7K
|
+1,286
|
+13%
|
|
|
15
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$255K
|
–
|
–
|
–
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$137K
|
+$137K
|
+5,380
|
New
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$122K
|
+$36.1K
|
+1,423
|
+43%
|
|
|
18
|
Atwood & Palmer
Kansas City,
Missouri
|
$74K
|
–
|
–
|
–
|
|
|
19
|
|
$49K
|
-$5.18K
|
-204
|
-10%
|
|
|
20
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$20K
|
+$19.7K
|
+775
|
New
|
|
|
21
|
Creative Planning
Overland Park,
Kansas
|
$14K
|
-$24K
|
-945
|
-63%
|
|
|
22
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$13K
|
+$6.3K
|
+248
|
+89%
|
|
|
23
|
Advisor Group
Phoenix,
Arizona
|
$10K
|
–
|
–
|
–
|
|
|
24
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$7K
|
–
|
–
|
–
|
|
|
25
|
Washington Trust Bank
Spokane,
Washington
|
$4K
|
–
|
–
|
–
|
|
