|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$2.21B
|
-$454M
|
-20,111,134
|
-18%
|
|
|
2
|
Victory Capital Management
San Antonio,
Texas
|
$286M
|
-$1.29M
|
-57,352
|
-0.5%
|
|
|
3
|
United Services Automobile Association
San Antonio,
Texas
|
$123M
|
–
|
–
|
–
|
|
|
4
|
|
$82.2M
|
-$61.8M
|
-2,738,870
|
-44%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$67.6M
|
+$52.3M
|
+2,317,982
|
+437%
|
|
|
6
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$65.7M
|
-$7.79M
|
-345,308
|
-11%
|
|
|
7
|
ALPS Advisors
Denver,
Colorado
|
$30.4M
|
+$116K
|
+5,119
|
+0.4%
|
|
|
8
|
Foster & Motley
Cincinnati,
Ohio
|
$29.9M
|
-$889K
|
-39,407
|
-3%
|
|
|
9
|
|
$29.1M
|
+$27.7M
|
+1,225,394
|
New
|
|
|
10
|
Callan Capital
La Jolla,
California
|
$21.3M
|
+$18.1M
|
+803,813
|
+849%
|
|
|
11
|
Opes Wealth Management
Menlo Park,
California
|
$16.1M
|
-$2.66M
|
-117,923
|
-15%
|
|
|
12
|
Cabot Wealth Management
Salem,
Massachusetts
|
$15.5M
|
+$1.19M
|
+52,711
|
+9%
|
|
|
13
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$13.5M
|
+$3.23M
|
+143,233
|
+34%
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$13.3M
|
+$12.6M
|
+559,962
|
New
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
$13M
|
+$12.3M
|
+546,123
|
New
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$12.9M
|
-$5.61M
|
-248,673
|
-31%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$12.3M
|
+$2.18M
|
+96,525
|
+23%
|
|
|
18
|
Geneos Wealth Management
Englewood,
Colorado
|
$11.8M
|
+$2.94M
|
+130,299
|
+35%
|
|
|
19
|
Arlington Financial Advisors
Santa Barbara,
California
|
$11.3M
|
+$602K
|
+26,668
|
+6%
|
|
|
20
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$10.6M
|
+$5.78M
|
+256,045
|
+133%
|
|
|
21
|
|
$10.4M
|
-$415K
|
-18,406
|
-4%
|
|
|
22
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$9.38M
|
-$4.36K
|
-193
|
-0%
|
|
|
23
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$8.89M
|
+$3.94M
|
+174,640
|
+87%
|
|
|
24
|
|
$7.84M
|
-$115K
|
-5,112
|
-2%
|
|
|
25
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$7.19M
|
+$803K
|
+35,557
|
+13%
|
|
