|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$78.6M
|
-$7.27M
|
-122,351
|
-8%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$62.5M
|
+$283K
|
+4,761
|
+0.5%
|
|
|
3
|
|
$38.8M
|
+$4.52M
|
+76,036
|
+13%
|
|
|
4
|
Capital Investment Advisors
Atlanta,
Georgia
|
$37.2M
|
+$5.08M
|
+85,420
|
+16%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$26M
|
+$228K
|
+3,833
|
+0.9%
|
|
|
6
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$23.5M
|
–
|
–
|
–
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$20.4M
|
+$4.75M
|
+79,974
|
+30%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14.7M
|
+$7.07M
|
+118,946
|
+92%
|
|
|
9
|
AssetMark Inc
Concord,
California
|
$14M
|
+$1.27M
|
+21,371
|
+10%
|
|
|
10
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$13.5M
|
+$1.16M
|
+19,501
|
+9%
|
|
|
11
|
LS Investment Advisors
Bloomfield Hills,
Michigan
|
$13.2M
|
-$130K
|
-2,190
|
-1%
|
|
|
12
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$11M
|
-$1.34M
|
-22,509
|
-11%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$10M
|
-$1.79M
|
-30,081
|
-15%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$8.62M
|
+$2.66M
|
+44,682
|
+44%
|
|
|
15
|
Busey Bank
Urbana,
Illinois
|
$8.61M
|
+$8.61M
|
+144,939
|
New
|
|
|
16
|
Country Club Trust
Kansas City,
Missouri
|
$8.2M
|
+$216K
|
+3,636
|
+3%
|
|
|
17
|
Citadel Advisors
Miami,
Florida
|
$7.88M
|
+$5.22M
|
+87,750
|
+197%
|
|
|
18
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$7.03M
|
+$7.03M
|
+118,367
|
New
|
|
|
19
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$5.76M
|
+$3.96M
|
+66,678
|
+220%
|
|
|
20
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$5.69M
|
-$168K
|
-2,833
|
-3%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.44M
|
+$305K
|
+5,124
|
+6%
|
|
|
22
|
Stephens Inc
Little Rock,
Arkansas
|
$4.94M
|
+$247K
|
+4,151
|
+5%
|
|
|
23
|
NorthRock Partners
Minneapolis,
Minnesota
|
$4.85M
|
+$4.85M
|
+81,674
|
New
|
|
|
24
|
|
$4.47M
|
+$235K
|
+3,959
|
+6%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.2M
|
+$873K
|
+14,683
|
+26%
|
|
