|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$572M
|
+$66.4M
|
+3,271,776
|
+12%
|
|
|
2
|
Atria Investments
Charlotte,
North Carolina
|
$29.7M
|
+$10.4M
|
+514,360
|
+46%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$16.3M
|
+$10.8M
|
+531,218
|
+145%
|
|
|
4
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$11.9M
|
-$343K
|
-16,887
|
-3%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$10.2M
|
-$4.42M
|
-217,682
|
-28%
|
|
|
6
|
Brightworth
Atlanta,
Georgia
|
$9.19M
|
+$1.17M
|
+57,552
|
+13%
|
|
|
7
|
|
$8.68M
|
+$1.4M
|
+68,800
|
+17%
|
|
|
8
|
Rockefeller Capital Management
New York
|
$7.41M
|
+$278K
|
+13,693
|
+3%
|
|
|
9
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$6.46M
|
+$2.23M
|
+109,737
|
+45%
|
|
|
10
|
Columbus Macro
New Castle,
Pennsylvania
|
$5.23M
|
+$135K
|
+6,652
|
+2%
|
|
|
11
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$5.19M
|
+$33.8K
|
+1,663
|
+0.6%
|
|
|
12
|
Allworth Financial
Folsom,
California
|
$4.88M
|
+$4.13M
|
+203,641
|
+314%
|
|
|
13
|
Valmark Advisers
Akron,
Ohio
|
$3.52M
|
+$164K
|
+8,060
|
+4%
|
|
|
14
|
|
$3.21M
|
+$3.58M
|
+176,470
|
New
|
|
|
15
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$3.13M
|
+$113K
|
+5,544
|
+3%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.72M
|
-$1.31M
|
-64,351
|
-30%
|
|
|
17
|
SWS Partners
Columbus,
Ohio
|
$2.3M
|
+$2.57M
|
+126,526
|
New
|
|
|
18
|
Geneos Wealth Management
Englewood,
Colorado
|
$2.26M
|
+$1.52M
|
+74,910
|
+151%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.71M
|
+$194K
|
+9,532
|
+11%
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.64M
|
+$1.3M
|
+64,089
|
+246%
|
|
|
21
|
Tradition Wealth Management
Edina,
Minnesota
|
$1.17M
|
+$143K
|
+7,046
|
+12%
|
|
|
22
|
CSM Advisors
Warrendale,
Pennsylvania
|
$1.11M
|
+$1.24M
|
+61,282
|
New
|
|
|
23
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.08M
|
+$1.2M
|
+58,995
|
New
|
|
|
24
|
LPL Financial
San Diego,
California
|
$952K
|
+$241K
|
+11,866
|
+29%
|
|
|
25
|
Flow Traders U.S.
New York
|
$881K
|
-$709K
|
-34,927
|
-42%
|
|
