|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$488M
|
+$56.3M
|
+1,475,913
|
+13%
|
|
|
2
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$26.5M
|
-$2.12M
|
-55,552
|
-8%
|
|
|
3
|
Stadion Money Management
Watkinsville,
Georgia
|
$20.3M
|
+$2.57M
|
+67,358
|
+15%
|
|
|
4
|
M&T Bank
Buffalo,
New York
|
$15.9M
|
+$2.98M
|
+78,000
|
+24%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$8.99M
|
-$353K
|
-9,250
|
-4%
|
|
|
6
|
Peak Financial Management
Wellesley,
Massachusetts
|
$6.88M
|
-$79.4K
|
-2,082
|
-1%
|
|
|
7
|
Hancock Whitney
Gulfport,
Mississippi
|
$5.4M
|
-$1.12M
|
-29,264
|
-17%
|
|
|
8
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$4.43M
|
+$606K
|
+15,890
|
+17%
|
|
|
9
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$3.9M
|
-$20.3K
|
-533
|
-0.5%
|
|
|
10
|
Alpha Capital Management
Austin,
Texas
|
$3.5M
|
+$2.44M
|
+63,833
|
+245%
|
|
|
11
|
Well Done LLC
Holland,
Michigan
|
$3.31M
|
+$716K
|
+18,759
|
+28%
|
|
|
12
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$2.99M
|
+$75.1K
|
+1,968
|
+3%
|
|
|
13
|
Bank of New York Mellon
New York
|
$2.87M
|
-$1.21M
|
-31,760
|
-30%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$2.67M
|
-$1.72M
|
-45,060
|
-40%
|
|
|
15
|
Claybrook Capital
Wellesley,
Massachusetts
|
$2.65M
|
–
|
–
|
–
|
|
|
16
|
Empirical Wealth Management
Seattle,
Washington
|
$2.6M
|
+$554K
|
+14,518
|
+28%
|
|
|
17
|
Bessemer Group
Woodbridge,
New Jersey
|
$2.53M
|
–
|
–
|
–
|
|
|
18
|
Quest Investment Management
Lake Oswego,
Oregon
|
$2.41M
|
-$2.19M
|
-57,362
|
-48%
|
|
|
19
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.29M
|
-$1.79M
|
-46,899
|
-44%
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.71M
|
+$1.68M
|
+43,981
|
New
|
|
|
21
|
|
$1.65M
|
+$415K
|
+10,864
|
+34%
|
|
|
22
|
Paradigm Financial Advisors
Des Peres,
Missouri
|
$1.56M
|
+$130K
|
+3,413
|
+9%
|
|
|
23
|
MML Investors Services
Springfield,
Massachusetts
|
$1.54M
|
+$450K
|
+11,781
|
+42%
|
|
|
24
|
William Blair & Company
Chicago,
Illinois
|
$1.49M
|
-$144K
|
-3,766
|
-9%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.47M
|
+$158K
|
+4,139
|
+12%
|
|
