|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$118M
|
-$61.1M
|
-1,873,963
|
-34%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$111M
|
–
|
–
|
–
|
|
|
3
|
M&T Bank
Buffalo,
New York
|
$13.4M
|
–
|
–
|
–
|
|
|
4
|
Alpha Capital Management
Austin,
Texas
|
$9.86M
|
+$145K
|
+4,454
|
+1%
|
|
|
5
|
Empirical Wealth Management
Seattle,
Washington
|
$6.24M
|
+$1.65M
|
+50,681
|
+36%
|
|
|
6
|
Peak Financial Management
Wellesley,
Massachusetts
|
$5.38M
|
-$53.3K
|
-1,634
|
-1%
|
|
|
7
|
Pacific Financial Group
Bellevue,
Washington
|
$5.01M
|
+$16.2K
|
+498
|
+0.3%
|
|
|
8
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$4.51M
|
-$27.9K
|
-855
|
-0.6%
|
|
|
9
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$3.84M
|
+$292K
|
+8,949
|
+8%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$3.44M
|
-$555K
|
-17,015
|
-14%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.2M
|
-$712K
|
-21,826
|
-18%
|
|
|
12
|
Well Done LLC
Holland,
Michigan
|
$2.65M
|
+$95.9K
|
+2,941
|
+4%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$2.38M
|
-$239K
|
-7,340
|
-9%
|
|
|
14
|
Bank of New York Mellon
New York
|
$2.33M
|
–
|
–
|
–
|
|
|
15
|
Hancock Whitney
Gulfport,
Mississippi
|
$1.99M
|
+$1.54M
|
+47,171
|
+349%
|
|
|
16
|
Premia Global Advisors
Coral Gables,
Florida
|
$1.6M
|
+$812K
|
+24,895
|
+103%
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
$1.48M
|
+$25.2K
|
+774
|
+2%
|
|
|
18
|
Paradigm Financial Advisors
Des Peres,
Missouri
|
$1.48M
|
-$11.8K
|
-361
|
-0.8%
|
|
|
19
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.46M
|
-$40.5K
|
-1,241
|
-3%
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.31M
|
+$944K
|
+28,951
|
+264%
|
|
|
21
|
Fairview Capital Investment Management
Greenbrae,
California
|
$1.2M
|
-$132K
|
-4,051
|
-10%
|
|
|
22
|
MML Investors Services
Springfield,
Massachusetts
|
$1.11M
|
+$61.4K
|
+1,883
|
+6%
|
|
|
23
|
First National Bank of South Miami
South Miami,
Florida
|
$998K
|
-$3.85K
|
-118
|
-0.4%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$986K
|
-$81.5K
|
-2,499
|
-8%
|
|
|
25
|
|
$839K
|
-$71.2K
|
-2,184
|
-8%
|
|
