|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$669M
|
-$68.6M
|
-3,011,567
|
-9%
|
|
|
2
|
Allworth Financial
Folsom,
California
|
$32.6M
|
+$6.88M
|
+302,138
|
+28%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$22.3M
|
+$3.18M
|
+139,544
|
+17%
|
|
|
4
|
Coldstream Capital Management
Bellevue,
Washington
|
$18.8M
|
-$511K
|
-22,439
|
-3%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$17M
|
+$1.61M
|
+70,620
|
+11%
|
|
|
6
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$16M
|
+$697K
|
+30,584
|
+5%
|
|
|
7
|
|
$13.2M
|
-$1.79M
|
-78,703
|
-12%
|
|
|
8
|
Corient Private Wealth
Miami,
Florida
|
$13.2M
|
+$838K
|
+36,776
|
+7%
|
|
|
9
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$12.6M
|
+$7.07M
|
+310,511
|
+135%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11.3M
|
+$940K
|
+41,279
|
+9%
|
|
|
11
|
White Pine Investment Company
Livonia,
Michigan
|
$10.7M
|
+$7.93M
|
+348,040
|
+307%
|
|
|
12
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$9.96M
|
+$1.88M
|
+82,685
|
+24%
|
|
|
13
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$9.96M
|
+$8.43M
|
+369,863
|
+639%
|
|
|
14
|
Flow Traders U.S.
New York
|
$9.7M
|
+$9.21M
|
+404,369
|
+3,327%
|
|
|
15
|
|
$7.58M
|
+$4.23M
|
+185,494
|
+132%
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$7.19M
|
+$7.03M
|
+308,707
|
New
|
|
|
17
|
Old Mission Capital
Chicago,
Illinois
|
$7M
|
+$4.58M
|
+201,149
|
+202%
|
|
|
18
|
Columbus Macro
New Castle,
Pennsylvania
|
$6.75M
|
+$49.9K
|
+2,189
|
+0.8%
|
|
|
19
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$6.66M
|
-$53.3K
|
-2,340
|
-0.8%
|
|
|
20
|
Geneos Wealth Management
Englewood,
Colorado
|
$6.62M
|
+$1.36M
|
+59,865
|
+27%
|
|
|
21
|
Rockefeller Capital Management
New York
|
$6.55M
|
-$2.87M
|
-125,940
|
-31%
|
|
|
22
|
Tradition Wealth Management
Edina,
Minnesota
|
$6.47M
|
+$751K
|
+32,988
|
+13%
|
|
|
23
|
Valmark Advisers
Akron,
Ohio
|
$4.95M
|
+$209K
|
+9,182
|
+5%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.19M
|
+$3.98M
|
+174,518
|
+3,297%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.75M
|
+$67.7K
|
+2,972
|
+2%
|
|
