|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$195M
|
+$1.13M
|
+45,252
|
+0.6%
|
|
|
2
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$158M
|
+$159M
|
+6,332,466
|
New
|
|
|
3
|
Evensky & Katz
Coral Gables,
Florida
|
$23.6M
|
-$144K
|
-5,749
|
-0.6%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$8.9M
|
+$418K
|
+16,685
|
+5%
|
|
|
5
|
Nottingham Advisors
Amherst,
New York
|
$7.23M
|
+$178K
|
+7,095
|
+3%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$6.96M
|
+$1.4M
|
+55,659
|
+25%
|
|
|
7
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$5.2M
|
+$1.56M
|
+62,184
|
+43%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$3.9M
|
-$4.35M
|
-173,640
|
-53%
|
|
|
9
|
Northern Trust
Chicago,
Illinois
|
$3.13M
|
+$9.38M
|
+374,251
|
+3%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$2.19M
|
+$51.8K
|
+2,065
|
+2%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$2.03M
|
+$116K
|
+4,632
|
+6%
|
|
|
12
|
|
$1.48M
|
-$1.92M
|
-76,738
|
-56%
|
|
|
13
|
|
$1.31M
|
-$619K
|
-24,695
|
-32%
|
|
|
14
|
Wolverine Trading
Chicago,
Illinois
|
$710K
|
+$411K
|
+16,401
|
+137%
|
|
|
15
|
West Paces Advisors
Atlanta,
Georgia
|
$655K
|
+$201K
|
+8,000
|
+44%
|
|
|
16
|
FDx Advisors
Chicago,
Illinois
|
$533K
|
+$534K
|
+21,300
|
New
|
|
|
17
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$508K
|
+$19.3K
|
+769
|
+4%
|
|
|
18
|
Lourd Capital
Beverly Hills,
California
|
$496K
|
–
|
–
|
–
|
|
|
19
|
Community Bank
Dewitt,
New York
|
$451K
|
-$12K
|
-480
|
-3%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$373K
|
–
|
–
|
–
|
|
|
21
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$322K
|
-$8.32K
|
-332
|
-3%
|
|
|
22
|
Northstar Investment Advisors
Denver,
Colorado
|
$239K
|
+$240K
|
+9,556
|
New
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$172K
|
-$522K
|
-20,823
|
-75%
|
|
|
24
|
|
$33K
|
-$6.17K
|
-246
|
-16%
|
|
|
25
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$24K
|
–
|
–
|
–
|
|
