|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$501M
|
+$49M
|
+2,061,147
|
+11%
|
|
|
2
|
Atria Investments
Charlotte,
North Carolina
|
$8.48M
|
+$8.46M
|
+355,797
|
New
|
|
|
3
|
Brightworth
Atlanta,
Georgia
|
$7.04M
|
+$1.05M
|
+44,050
|
+18%
|
|
|
4
|
|
$6.91M
|
+$60.3K
|
+2,537
|
+0.9%
|
|
|
5
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$5.5M
|
+$5.22M
|
+219,792
|
+2,042%
|
|
|
6
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$4.1M
|
+$505K
|
+21,251
|
+14%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$3.78M
|
+$41.1K
|
+1,729
|
+1%
|
|
|
8
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$3.53M
|
+$3.52M
|
+148,022
|
New
|
|
|
9
|
Valmark Advisers
Akron,
Ohio
|
$3.26M
|
+$68.4K
|
+2,878
|
+2%
|
|
|
10
|
Rockefeller Capital Management
New York
|
$2.27M
|
+$156K
|
+6,559
|
+7%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.29M
|
+$148K
|
+6,212
|
+13%
|
|
|
12
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$1M
|
+$998K
|
+42,000
|
New
|
|
|
13
|
|
$985K
|
+$132K
|
+5,563
|
+16%
|
|
|
14
|
Charles Schwab Trust
Henderson,
Nevada
|
$644K
|
-$2.77M
|
-116,472
|
-81%
|
|
|
15
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$603K
|
+$601K
|
+25,281
|
New
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$401K
|
+$400K
|
+16,840
|
New
|
|
|
17
|
LPL Financial
San Diego,
California
|
$374K
|
-$451K
|
-18,980
|
-55%
|
|
|
18
|
Flow Traders U.S.
New York
|
$374K
|
+$372K
|
+15,670
|
New
|
|
|
19
|
SeaCrest Wealth Management
Purchase,
New York
|
$325K
|
-$94K
|
-3,956
|
-23%
|
|
|
20
|
Teamwork Financial Advisors
San Antonio,
Texas
|
$313K
|
+$28.4K
|
+1,197
|
+10%
|
|
|
21
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$294K
|
+$293K
|
+12,348
|
New
|
|
|
22
|
Homrich & Berg
Atlanta,
Georgia
|
$251K
|
+$250K
|
+10,523
|
New
|
|
|
23
|
Allworth Financial
Folsom,
California
|
$226K
|
+$13.1K
|
+550
|
+6%
|
|
|
24
|
IFP Advisors
Tampa,
Florida
|
$206K
|
+$43K
|
+1,811
|
+27%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$48K
|
+$15.9K
|
+671
|
+49%
|
|
