|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$69.5M
|
+$33.2M
|
+633,698
|
+91%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$24.5M
|
+$6.38M
|
+121,657
|
+35%
|
|
|
3
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$16.8M
|
-$13.6M
|
-259,721
|
-98%
|
|
|
4
|
Brinker Capital
Berwyn,
Pennsylvania
|
$11M
|
+$2.37M
|
+45,268
|
+27%
|
|
|
5
|
|
$10M
|
–
|
–
|
–
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$6.72M
|
+$6.6M
|
+125,868
|
+4,438%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$6.39M
|
+$1.52M
|
+28,990
|
+31%
|
|
|
8
|
Cardan Capital Partners
Denver,
Colorado
|
$5.15M
|
+$407K
|
+7,754
|
+9%
|
|
|
9
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$4.29M
|
+$953K
|
+18,172
|
+28%
|
|
|
10
|
FDx Advisors
Chicago,
Illinois
|
$3M
|
+$814K
|
+15,512
|
+37%
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.49M
|
+$616K
|
+11,746
|
+33%
|
|
|
12
|
|
$2.43M
|
+$2.44M
|
+46,512
|
New
|
|
|
13
|
Capital Investment Services of America
Milwaukee,
Wisconsin
|
$2.41M
|
–
|
–
|
–
|
|
|
14
|
LPL Financial
San Diego,
California
|
$2.29M
|
+$625K
|
+11,918
|
+37%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.81M
|
+$1.04M
|
+19,834
|
+133%
|
|
|
16
|
Naples Global Advisors
Naples,
Florida
|
$1.76M
|
+$39.3K
|
+750
|
+2%
|
|
|
17
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$1.75M
|
+$635K
|
+12,100
|
+57%
|
|
|
18
|
Sequoia Financial Advisors
Akron,
Ohio
|
$1.74M
|
+$1.74M
|
+33,238
|
New
|
|
|
19
|
BB&T Securities
Richmond,
Virginia
|
$1.71M
|
+$493K
|
+9,399
|
+40%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.6M
|
+$421K
|
+8,016
|
+35%
|
|
|
21
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.52M
|
+$281K
|
+5,360
|
+23%
|
|
|
22
|
Private Advisor Group
Morristown,
New Jersey
|
$1.37M
|
+$483K
|
+9,202
|
+54%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.31M
|
-$1.12M
|
-21,302
|
-46%
|
|
|
24
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1.16M
|
+$760K
|
+14,493
|
+187%
|
|
|
25
|
ACR Alpine Capital Research
St. Louis,
Missouri
|
$1.13M
|
-$10.1K
|
-192
|
-0.9%
|
|
