|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$127M
|
+$43.1M
|
+855,607
|
+52%
|
|
|
2
|
Raymond James & Associates
St Petersburg,
Florida
|
$118M
|
+$115M
|
+2,278,218
|
+5,116%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$27.6M
|
-$10.8M
|
-214,937
|
-28%
|
|
|
4
|
|
$23.5M
|
+$15.8M
|
+313,599
|
+208%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$23.3M
|
-$2.91M
|
-57,717
|
-11%
|
|
|
6
|
Brinker Capital
Berwyn,
Pennsylvania
|
$17.2M
|
+$3.45M
|
+68,453
|
+25%
|
|
|
7
|
Legacy Private Trust
Neenah,
Wisconsin
|
$16.6M
|
+$3.45M
|
+68,546
|
+26%
|
|
|
8
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$14.8M
|
-$18.7K
|
-371
|
-0.1%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$12.7M
|
+$8.3M
|
+164,757
|
+190%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$12.7M
|
+$3.27M
|
+64,805
|
+35%
|
|
|
11
|
Garde Capital
Seattle,
Washington
|
$10.8M
|
+$950K
|
+18,849
|
+10%
|
|
|
12
|
|
$9.59M
|
+$9.55M
|
+189,417
|
New
|
|
|
13
|
Creative Planning
Overland Park,
Kansas
|
$9.16M
|
-$780K
|
-15,471
|
-8%
|
|
|
14
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$8.84M
|
+$1.05M
|
+20,759
|
+13%
|
|
|
15
|
Cardan Capital Partners
Denver,
Colorado
|
$7.88M
|
+$1.99M
|
+39,434
|
+34%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$6.71M
|
+$4.17M
|
+82,840
|
+167%
|
|
|
17
|
Janiczek Wealth Management
Denver,
Colorado
|
$5.8M
|
+$5.77M
|
+114,539
|
New
|
|
|
18
|
Regis Management Company
Menlo Park,
California
|
$5.08M
|
-$1.36M
|
-27,000
|
-21%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.27M
|
+$4.05M
|
+80,295
|
+1,992%
|
|
|
20
|
CAMG Solamere Management
Charlotte,
North Carolina
|
$4.23M
|
-$1.72M
|
-34,123
|
-29%
|
|
|
21
|
Independence Advisors
Wayne,
Pennsylvania
|
$3.58M
|
+$88.6K
|
+1,758
|
+3%
|
|
|
22
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$3.47M
|
+$3.46M
|
+68,607
|
New
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.3M
|
+$150K
|
+2,973
|
+5%
|
|
|
24
|
FDx Advisors
Chicago,
Illinois
|
$3.24M
|
+$112K
|
+2,232
|
+4%
|
|
|
25
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$2.91M
|
-$1.24M
|
-24,608
|
-30%
|
|
