|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$693M
|
+$5.98M
|
+292,141
|
+0.9%
|
|
|
2
|
Atria Investments
Charlotte,
North Carolina
|
$35.8M
|
+$144K
|
+7,032
|
+0.4%
|
|
|
3
|
Allworth Financial
Folsom,
California
|
$23.9M
|
+$16.9M
|
+827,610
|
+308%
|
|
|
4
|
Coldstream Capital Management
Bellevue,
Washington
|
$18.1M
|
+$17M
|
+828,584
|
New
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$17.8M
|
-$1.62M
|
-78,964
|
-9%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$14.4M
|
+$1.97M
|
+96,108
|
+17%
|
|
|
7
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$14.3M
|
+$1.05M
|
+51,294
|
+8%
|
|
|
8
|
|
$14.1M
|
+$3.47M
|
+169,563
|
+36%
|
|
|
9
|
Corient Private Wealth
Miami,
Florida
|
$11.5M
|
+$10.8M
|
+529,208
|
New
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.66M
|
+$7.15M
|
+349,327
|
+372%
|
|
|
11
|
Rockefeller Capital Management
New York
|
$8.88M
|
-$15.5K
|
-757
|
-0.2%
|
|
|
12
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$7.53M
|
-$214K
|
-10,456
|
-3%
|
|
|
13
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$6.28M
|
+$57.7K
|
+2,819
|
+1%
|
|
|
14
|
Columbus Macro
New Castle,
Pennsylvania
|
$6.24M
|
-$31.7K
|
-1,547
|
-0.5%
|
|
|
15
|
Tradition Wealth Management
Edina,
Minnesota
|
$5.34M
|
+$3.7M
|
+180,554
|
+281%
|
|
|
16
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$5.32M
|
+$3.49M
|
+170,575
|
+289%
|
|
|
17
|
Geneos Wealth Management
Englewood,
Colorado
|
$4.89M
|
+$2.04M
|
+99,843
|
+80%
|
|
|
18
|
Valmark Advisers
Akron,
Ohio
|
$4.44M
|
+$199K
|
+9,709
|
+5%
|
|
|
19
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$3.78M
|
+$32.8K
|
+1,603
|
+0.9%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.45M
|
+$170K
|
+8,314
|
+6%
|
|
|
21
|
|
$3.06M
|
-$743K
|
-36,294
|
-21%
|
|
|
22
|
White Pine Investment Company
Livonia,
Michigan
|
$2.47M
|
+$2.32M
|
+113,217
|
New
|
|
|
23
|
SWS Partners
Columbus,
Ohio
|
$2.37M
|
-$363K
|
-17,722
|
-14%
|
|
|
24
|
Old Mission Capital
Chicago,
Illinois
|
$2.17M
|
+$2.03M
|
+99,400
|
New
|
|
|
25
|
CSM Advisors
Warrendale,
Pennsylvania
|
$1.98M
|
+$607K
|
+29,667
|
+48%
|
|
