|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$667M
|
+$5.42M
|
+230,639
|
+0.8%
|
|
|
2
|
Allworth Financial
Folsom,
California
|
$38M
|
+$5.96M
|
+253,374
|
+18%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$23M
|
+$1.02M
|
+43,517
|
+5%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$19.9M
|
+$3.12M
|
+132,472
|
+18%
|
|
|
5
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$18.1M
|
+$8.41M
|
+357,735
|
+84%
|
|
|
6
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$18.1M
|
+$8.41M
|
+357,735
|
+84%
|
|
|
7
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$16.1M
|
+$305K
|
+12,981
|
+2%
|
|
|
8
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$13.3M
|
+$903K
|
+38,389
|
+7%
|
|
|
9
|
Corient Private Wealth
Miami,
Florida
|
$12.8M
|
-$208K
|
-8,847
|
-2%
|
|
|
10
|
Coldstream Capital Management
Bellevue,
Washington
|
$12.8M
|
-$5.86M
|
-249,129
|
-31%
|
|
|
11
|
|
$12.2M
|
-$921K
|
-39,157
|
-7%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11.6M
|
+$455K
|
+19,337
|
+4%
|
|
|
13
|
White Pine Investment Company
Livonia,
Michigan
|
$11M
|
+$337K
|
+14,335
|
+3%
|
|
|
14
|
Geneos Wealth Management
Englewood,
Colorado
|
$6.91M
|
+$371K
|
+15,776
|
+6%
|
|
|
15
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$6.47M
|
-$115K
|
-4,879
|
-2%
|
|
|
16
|
Rockefeller Capital Management
New York
|
$6.47M
|
-$5.62K
|
-239
|
-0.1%
|
|
|
17
|
Tradition Wealth Management
Edina,
Minnesota
|
$6.29M
|
-$114K
|
-4,859
|
-2%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.09M
|
+$2M
|
+84,824
|
+47%
|
|
|
19
|
Columbus Macro
New Castle,
Pennsylvania
|
$5.97M
|
-$715K
|
-30,385
|
-11%
|
|
|
20
|
Valmark Advisers
Akron,
Ohio
|
$5.95M
|
+$1.07M
|
+45,623
|
+21%
|
|
|
21
|
Beta Wealth Group
San Diego,
California
|
$5.85M
|
+$5.98M
|
+254,214
|
New
|
|
|
22
|
|
$5.59M
|
-$1.95M
|
-82,870
|
-25%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.09M
|
+$390K
|
+16,588
|
+10%
|
|
|
24
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$3.66M
|
-$51.1K
|
-2,171
|
-1%
|
|
|
25
|
LPL Financial
San Diego,
California
|
$2.38M
|
+$236K
|
+10,034
|
+11%
|
|
