|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$661M
|
+$6.74M
|
+291,672
|
+1%
|
|
|
2
|
Allworth Financial
Folsom,
California
|
$38.4M
|
+$1.13M
|
+49,107
|
+3%
|
|
|
3
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$32.4M
|
+$19.8M
|
+856,079
|
+148%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$21.2M
|
-$1.4M
|
-60,500
|
-6%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$20.6M
|
+$1.16M
|
+50,145
|
+6%
|
|
|
6
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$16.9M
|
+$890K
|
+38,543
|
+6%
|
|
|
7
|
Corient Private Wealth
Miami,
Florida
|
$13M
|
+$412K
|
+17,844
|
+3%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12.2M
|
+$851K
|
+36,830
|
+7%
|
|
|
9
|
|
$12.1M
|
+$131K
|
+5,651
|
+1%
|
|
|
10
|
Coldstream Capital Management
Bellevue,
Washington
|
$11.9M
|
-$676K
|
-29,254
|
-5%
|
|
|
11
|
White Pine Investment Company
Livonia,
Michigan
|
$11M
|
+$246K
|
+10,654
|
+2%
|
|
|
12
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$9.59M
|
-$8.34M
|
-361,088
|
-46%
|
|
|
13
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$9.59M
|
-$8.34M
|
-361,088
|
-46%
|
|
|
14
|
Geneos Wealth Management
Englewood,
Colorado
|
$7.32M
|
+$549K
|
+23,777
|
+8%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.27M
|
+$3.33M
|
+144,380
|
+81%
|
|
|
16
|
Tradition Wealth Management
Edina,
Minnesota
|
$6.44M
|
+$275K
|
+11,921
|
+4%
|
|
|
17
|
Rockefeller Capital Management
New York
|
$6.43M
|
+$85.9K
|
+3,718
|
+1%
|
|
|
18
|
Beta Wealth Group
San Diego,
California
|
$5.84M
|
+$103K
|
+4,461
|
+2%
|
|
|
19
|
Valmark Advisers
Akron,
Ohio
|
$5.77M
|
-$65.5K
|
-2,834
|
-1%
|
|
|
20
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$5.66M
|
-$701K
|
-30,367
|
-11%
|
|
|
21
|
Columbus Macro
New Castle,
Pennsylvania
|
$5.48M
|
-$352K
|
-15,258
|
-6%
|
|
|
22
|
|
$4.96M
|
-$541K
|
-23,443
|
-10%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$3.21M
|
+$890K
|
+38,540
|
+37%
|
|
|
24
|
RiverFront Investment Group
Richmond,
Virginia
|
$2.79M
|
+$701K
|
+30,337
|
+33%
|
|
|
25
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$2.29M
|
-$1.32M
|
-57,315
|
-36%
|
|
