|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$82.5M
|
-$1.81M
|
-29,297
|
-2%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$66.8M
|
-$318K
|
-5,142
|
-0.5%
|
|
|
3
|
Capital Investment Advisors
Atlanta,
Georgia
|
$47.3M
|
+$7.07M
|
+114,426
|
+18%
|
|
|
4
|
|
$47.1M
|
+$5.26M
|
+85,123
|
+13%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$30.3M
|
+$2.22M
|
+35,952
|
+8%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$26M
|
+$3.98M
|
+64,498
|
+19%
|
|
|
7
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$23.5M
|
–
|
–
|
–
|
|
|
8
|
Stokes Family Office
New Orleans,
Louisiana
|
$21.7M
|
+$20.9M
|
+337,976
|
New
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$18.2M
|
+$2.35M
|
+37,997
|
+15%
|
|
|
10
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$15.6M
|
+$1.14M
|
+18,457
|
+8%
|
|
|
11
|
AssetMark Inc
Concord,
California
|
$15.1M
|
+$57.6K
|
+932
|
+0.4%
|
|
|
12
|
Quaker Wealth Management
Moorestown,
New Jersey
|
$14.8M
|
+$14.4M
|
+232,320
|
New
|
|
|
13
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$11.3M
|
-$533K
|
-8,630
|
-5%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$10.6M
|
-$178K
|
-2,875
|
-2%
|
|
|
15
|
Busey Bank
Urbana,
Illinois
|
$9.17M
|
-$70.4K
|
-1,140
|
-0.8%
|
|
|
16
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$9.1M
|
+$2.85M
|
+46,166
|
+48%
|
|
|
17
|
Country Club Trust
Kansas City,
Missouri
|
$8.7M
|
-$91.2K
|
-1,477
|
-1%
|
|
|
18
|
LS Investment Advisors
Bloomfield Hills,
Michigan
|
$8.61M
|
-$5.34M
|
-86,490
|
-39%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.95M
|
+$2.04M
|
+33,051
|
+36%
|
|
|
20
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$7.77M
|
+$216K
|
+3,496
|
+3%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$7.39M
|
-$1.87M
|
-30,219
|
-21%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.07M
|
+$2.48M
|
+40,218
|
+57%
|
|
|
23
|
|
$6.47M
|
+$1.61M
|
+26,011
|
+35%
|
|
|
24
|
Stephens Inc
Little Rock,
Arkansas
|
$5.89M
|
+$564K
|
+9,122
|
+11%
|
|
|
25
|
Citadel Advisors
Miami,
Florida
|
$5.3M
|
-$3.06M
|
-49,486
|
-37%
|
|
