|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$432M
|
+$426M
|
+11,047,822
|
New
|
|
|
2
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$28.7M
|
+$5.86M
|
+151,898
|
+26%
|
|
|
3
|
Stadion Money Management
Watkinsville,
Georgia
|
$17.8M
|
+$17.6M
|
+455,290
|
New
|
|
|
4
|
3EDGE Asset Management
Naples,
Florida
|
$15.8M
|
+$525K
|
+13,600
|
+3%
|
|
|
5
|
M&T Bank
Buffalo,
New York
|
$12.9M
|
–
|
–
|
–
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$9.38M
|
+$7.24M
|
+187,722
|
+357%
|
|
|
7
|
Peak Financial Management
Wellesley,
Massachusetts
|
$6.98M
|
+$54.8K
|
+1,420
|
+0.8%
|
|
|
8
|
Hancock Whitney
Gulfport,
Mississippi
|
$6.56M
|
+$3.27M
|
+84,728
|
+102%
|
|
|
9
|
Quest Investment Management
Lake Oswego,
Oregon
|
$4.66M
|
+$3.22M
|
+83,445
|
+233%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$4.43M
|
+$3.08M
|
+79,709
|
+236%
|
|
|
11
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$4.13M
|
-$18.6M
|
-481,518
|
-82%
|
|
|
12
|
Bank of New York Mellon
New York
|
$4.12M
|
+$758K
|
+19,637
|
+23%
|
|
|
13
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$3.94M
|
+$1.56M
|
+40,435
|
+67%
|
|
|
14
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$3.76M
|
+$677K
|
+17,554
|
+22%
|
|
|
15
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$2.9M
|
+$2.89M
|
+74,841
|
New
|
|
|
16
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$2.88M
|
+$2.85M
|
+73,845
|
New
|
|
|
17
|
Claybrook Capital
Wellesley,
Massachusetts
|
$2.66M
|
–
|
–
|
–
|
|
|
18
|
Well Done LLC
Holland,
Michigan
|
$2.59M
|
+$923K
|
+23,910
|
+56%
|
|
|
19
|
Bessemer Group
Woodbridge,
New Jersey
|
$2.54M
|
+$2.51M
|
+65,000
|
New
|
|
|
20
|
|
$2.37M
|
-$999K
|
-25,900
|
-30%
|
|
|
21
|
Empirical Wealth Management
Seattle,
Washington
|
$2.04M
|
+$58K
|
+1,503
|
+3%
|
|
|
22
|
Premia Global Advisors
Coral Gables,
Florida
|
$1.66M
|
+$1.64M
|
+42,555
|
New
|
|
|
23
|
William Blair & Company
Chicago,
Illinois
|
$1.64M
|
+$1.14M
|
+29,626
|
+238%
|
|
|
24
|
Advisor Group
Phoenix,
Arizona
|
$1.56M
|
+$872K
|
+22,598
|
+130%
|
|
|
25
|
Paradigm Financial Advisors
Des Peres,
Missouri
|
$1.43M
|
+$739K
|
+19,164
|
+109%
|
|
