|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$88.7M
|
+$2.08M
|
+33,916
|
+2%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$64.3M
|
+$11.3M
|
+185,040
|
+21%
|
|
|
3
|
|
$35.5M
|
+$3.19M
|
+52,093
|
+10%
|
|
|
4
|
Capital Investment Advisors
Atlanta,
Georgia
|
$33.2M
|
+$6.66M
|
+108,734
|
+25%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$26.7M
|
-$461K
|
-7,527
|
-2%
|
|
|
6
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$23.5M
|
–
|
–
|
–
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$16.1M
|
+$1.32M
|
+21,630
|
+9%
|
|
|
8
|
LS Investment Advisors
Bloomfield Hills,
Michigan
|
$13.7M
|
-$38.5K
|
-629
|
-0.3%
|
|
|
9
|
AssetMark Inc
Concord,
California
|
$13.2M
|
-$490
|
-8
|
-0%
|
|
|
10
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$12.8M
|
-$424K
|
-6,923
|
-3%
|
|
|
11
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$12.7M
|
+$477K
|
+7,794
|
+4%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$12.2M
|
+$2.21M
|
+36,090
|
+22%
|
|
|
13
|
Country Club Trust
Kansas City,
Missouri
|
$8.27M
|
+$228K
|
+3,719
|
+3%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.92M
|
+$721K
|
+11,774
|
+10%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$6.2M
|
+$572K
|
+9,332
|
+10%
|
|
|
16
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$6.07M
|
+$611K
|
+9,971
|
+11%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.31M
|
+$1.42M
|
+23,130
|
+37%
|
|
|
18
|
|
$4.87M
|
-$1.07M
|
-17,404
|
-18%
|
|
|
19
|
Stephens Inc
Little Rock,
Arkansas
|
$4.85M
|
-$21.5K
|
-351
|
-0.4%
|
|
|
20
|
Avantax Advisory Services
Dallas,
Texas
|
$4.69M
|
-$198K
|
-3,226
|
-4%
|
|
|
21
|
|
$4.36M
|
+$438K
|
+7,151
|
+11%
|
|
|
22
|
Northeast Financial Consultants
Westport,
Connecticut
|
$4.34M
|
-$2.11M
|
-34,419
|
-33%
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.92M
|
+$55.7K
|
+910
|
+1%
|
|
|
24
|
|
$3.48M
|
+$265K
|
+4,334
|
+8%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.44M
|
+$759K
|
+12,386
|
+28%
|
|
