|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$181M
|
+$51.8M
|
+1,013,058
|
+40%
|
|
|
2
|
Raymond James & Associates
St Petersburg,
Florida
|
$133M
|
+$13.7M
|
+267,842
|
+12%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$78.6M
|
+$65.4M
|
+1,279,411
|
+509%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$24.9M
|
+$1.27M
|
+24,903
|
+5%
|
|
|
5
|
|
$24.1M
|
+$256K
|
+4,998
|
+1%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$23.4M
|
-$4.6M
|
-89,944
|
-16%
|
|
|
7
|
Brinker Capital
Berwyn,
Pennsylvania
|
$20.5M
|
+$3.05M
|
+59,645
|
+18%
|
|
|
8
|
Legacy Private Trust
Neenah,
Wisconsin
|
$15.8M
|
-$1.05M
|
-20,510
|
-6%
|
|
|
9
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$14.9M
|
-$76K
|
-1,487
|
-0.5%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$14.5M
|
+$1.6M
|
+31,379
|
+12%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13.8M
|
+$12.5M
|
+243,883
|
+983%
|
|
|
12
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$12.9M
|
+$3.9M
|
+76,252
|
+44%
|
|
|
13
|
Garde Capital
Seattle,
Washington
|
$11.8M
|
+$855K
|
+16,717
|
+8%
|
|
|
14
|
Creative Planning
Overland Park,
Kansas
|
$9.61M
|
+$331K
|
+6,466
|
+4%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$7.26M
|
+$455K
|
+8,899
|
+7%
|
|
|
16
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$7.09M
|
+$3.56M
|
+69,616
|
+101%
|
|
|
17
|
Hudock Inc
Williamsport,
Pennsylvania
|
$6.94M
|
+$6.84M
|
+133,836
|
+9,353%
|
|
|
18
|
Janiczek Wealth Management
Denver,
Colorado
|
$6.04M
|
+$157K
|
+3,076
|
+3%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.55M
|
+$1.22M
|
+23,851
|
+28%
|
|
|
20
|
Regis Management Company
Menlo Park,
California
|
$5.15M
|
–
|
–
|
–
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.05M
|
+$1.7M
|
+33,308
|
+51%
|
|
|
22
|
Cardan Capital Partners
Denver,
Colorado
|
$4.59M
|
-$3.39M
|
-66,216
|
-43%
|
|
|
23
|
FDx Advisors
Chicago,
Illinois
|
$3.89M
|
+$602K
|
+11,766
|
+18%
|
|
|
24
|
Independence Advisors
Wayne,
Pennsylvania
|
$3.78M
|
+$154K
|
+3,005
|
+4%
|
|
|
25
|
|
$3.58M
|
-$6.12M
|
-119,691
|
-63%
|
|
