|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$2.63B
|
-$17.1M
|
-672,538
|
-0.6%
|
|
|
2
|
|
$113M
|
+$117M
|
+4,598,744
|
+2,229%
|
|
|
3
|
Fidelity Investments
Boston,
Massachusetts
|
$102M
|
-$1.91M
|
-75,055
|
-2%
|
|
|
4
|
Victory Capital Management
San Antonio,
Texas
|
$87.4M
|
–
|
–
|
–
|
|
|
5
|
Morningstar Investment Services
Chicago,
Illinois
|
$44.8M
|
-$926K
|
-36,335
|
-2%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$39.6M
|
+$33.7M
|
+1,322,376
|
+359%
|
|
|
7
|
Foster & Motley
Cincinnati,
Ohio
|
$35.6M
|
+$819K
|
+32,129
|
+2%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$34.1M
|
+$30.9M
|
+1,210,339
|
+497%
|
|
|
9
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$30M
|
-$402K
|
-15,750
|
-1%
|
|
|
10
|
|
$28.2M
|
+$3.41M
|
+133,920
|
+13%
|
|
|
11
|
Aspiriant LLC
Los Angeles,
California
|
$27.2M
|
+$21.6M
|
+846,196
|
+270%
|
|
|
12
|
Flow Traders U.S.
New York
|
$21.6M
|
+$19.6M
|
+770,665
|
+514%
|
|
|
13
|
Charles Schwab
San Francisco,
California
|
$18.8M
|
+$1.35M
|
+53,075
|
+7%
|
|
|
14
|
Elgethun Capital Management
Sioux Falls,
South Dakota
|
$16.7M
|
-$119K
|
-4,660
|
-0.6%
|
|
|
15
|
Unison Advisors
Washington,
District of Columbia
|
$14.9M
|
+$701K
|
+27,496
|
+5%
|
|
|
16
|
Your Advocates Ltd
Houston,
Texas
|
$14.2M
|
+$5.24M
|
+205,607
|
+51%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.1M
|
+$1.22M
|
+47,727
|
+9%
|
|
|
18
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$14M
|
-$491K
|
-19,238
|
-3%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$13.7M
|
+$760K
|
+29,793
|
+5%
|
|
|
20
|
ALPS Advisors
Denver,
Colorado
|
$12.6M
|
-$7.9K
|
-310
|
-0.1%
|
|
|
21
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$12.3M
|
-$695K
|
-27,262
|
-5%
|
|
|
22
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$12.3M
|
+$437K
|
+17,124
|
+3%
|
|
|
23
|
Morningstar Investment Management
Chicago,
Illinois
|
$10.7M
|
+$504K
|
+19,770
|
+5%
|
|
|
24
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$10.1M
|
+$26.5K
|
+1,039
|
+0.2%
|
|
|
25
|
Savant Capital
Rockford,
Illinois
|
$8.25M
|
-$1.34M
|
-52,715
|
-13%
|
|
