|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$3.71B
|
+$145M
|
+4,400,699
|
+4%
|
|
|
2
|
Victory Capital Management
San Antonio,
Texas
|
$188M
|
–
|
–
|
–
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$143M
|
+$20M
|
+606,093
|
+16%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$123M
|
-$1.48M
|
-44,840
|
-1%
|
|
|
5
|
|
$92.4M
|
-$348K
|
-10,541
|
-0.4%
|
|
|
6
|
Sequoia Financial Advisors
Akron,
Ohio
|
$78.5M
|
+$50.9M
|
+1,541,259
|
+177%
|
|
|
7
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$59.1M
|
+$8.83M
|
+267,531
|
+17%
|
|
|
8
|
Foster & Motley
Cincinnati,
Ohio
|
$54.3M
|
+$4.1M
|
+124,311
|
+8%
|
|
|
9
|
ALPS Advisors
Denver,
Colorado
|
$53.7M
|
+$1.46M
|
+44,215
|
+3%
|
|
|
10
|
Callan Capital
La Jolla,
California
|
$36.9M
|
+$1.23M
|
+37,256
|
+3%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$33.7M
|
+$1.14M
|
+34,663
|
+3%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$32.1M
|
+$1.81M
|
+54,754
|
+6%
|
|
|
13
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$30.3M
|
-$97.4M
|
-2,952,362
|
-76%
|
|
|
14
|
Lebenthal Global Advisors
Hauppauge,
New York
|
$26.8M
|
+$13.5M
|
+407,967
|
+98%
|
|
|
15
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$22.4M
|
+$5.23M
|
+158,537
|
+30%
|
|
|
16
|
Opes Wealth Management
Menlo Park,
California
|
$22.3M
|
+$708K
|
+21,449
|
+3%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$22M
|
+$16.5M
|
+499,419
|
+280%
|
|
|
18
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
$21.1M
|
+$21.4M
|
+649,594
|
New
|
|
|
19
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$20.9M
|
+$1.25M
|
+37,767
|
+6%
|
|
|
20
|
Cabot Wealth Management
Salem,
Massachusetts
|
$20.8M
|
+$354K
|
+10,722
|
+2%
|
|
|
21
|
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
|
$20.2M
|
+$40.8K
|
+1,235
|
+0.2%
|
|
|
22
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$19.1M
|
+$4.93M
|
+149,393
|
+34%
|
|
|
23
|
Studio Investment Management
Chicago,
Illinois
|
$18M
|
+$1.85M
|
+56,002
|
+11%
|
|
|
24
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$18M
|
+$20.5K
|
+620
|
+0.1%
|
|
|
25
|
Geneos Wealth Management
Englewood,
Colorado
|
$17.2M
|
+$206K
|
+6,250
|
+1%
|
|
