|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$98M
|
+$14.6M
|
+231,585
|
+17%
|
|
|
2
|
|
$37.5M
|
+$3.88M
|
+61,731
|
+12%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$37.4M
|
-$583K
|
-9,279
|
-2%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$23M
|
-$191K
|
-3,036
|
-0.8%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$21.2M
|
-$14.4M
|
-229,649
|
-40%
|
|
|
6
|
Capital Investment Advisors
Atlanta,
Georgia
|
$20.9M
|
+$2.12M
|
+33,643
|
+11%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$17.4M
|
-$68.2K
|
-1,084
|
-0.4%
|
|
|
8
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$15.3M
|
-$518K
|
-8,240
|
-3%
|
|
|
9
|
|
$14.9M
|
+$2.51M
|
+39,839
|
+20%
|
|
|
10
|
LS Investment Advisors
Bloomfield Hills,
Michigan
|
$13.6M
|
+$680K
|
+10,816
|
+5%
|
|
|
11
|
AssetMark Inc
Concord,
California
|
$12.7M
|
+$103K
|
+1,632
|
+0.8%
|
|
|
12
|
Northeast Financial Consultants
Westport,
Connecticut
|
$8.98M
|
+$842K
|
+13,385
|
+10%
|
|
|
13
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$6.69M
|
+$614K
|
+9,771
|
+10%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$6.66M
|
-$1.03M
|
-16,402
|
-13%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.34M
|
+$25.2K
|
+401
|
+0.4%
|
|
|
16
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$5.3M
|
+$298K
|
+4,740
|
+6%
|
|
|
17
|
Country Club Trust
Kansas City,
Missouri
|
$5.18M
|
+$440K
|
+7,001
|
+9%
|
|
|
18
|
Stephens Inc
Little Rock,
Arkansas
|
$5.09M
|
+$5.1M
|
+81,088
|
New
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.62M
|
-$518K
|
-8,245
|
-10%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.93M
|
+$294K
|
+4,670
|
+8%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.59M
|
+$244K
|
+3,879
|
+7%
|
|
|
22
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$3.41M
|
-$315K
|
-5,011
|
-8%
|
|
|
23
|
Victory Capital Management
San Antonio,
Texas
|
$3.14M
|
+$157K
|
+2,500
|
+5%
|
|
|
24
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$2.43M
|
–
|
–
|
–
|
|
|
25
|
Bartlett & Co
Cincinnati,
Ohio
|
$2.41M
|
–
|
–
|
–
|
|
