|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$730M
|
+$7.41M
|
+321,498
|
+1%
|
|
|
2
|
Allworth Financial
Folsom,
California
|
$40.1M
|
-$1.72M
|
-74,783
|
-4%
|
|
|
3
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$34.7M
|
-$641K
|
-27,815
|
-2%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$23.8M
|
+$526K
|
+22,805
|
+2%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$23.2M
|
+$661K
|
+28,663
|
+3%
|
|
|
6
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$15.7M
|
-$2.38M
|
-103,453
|
-14%
|
|
|
7
|
Corient Private Wealth
Miami,
Florida
|
$14.5M
|
+$261K
|
+11,310
|
+2%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13.9M
|
+$532K
|
+23,062
|
+4%
|
|
|
9
|
|
$13.3M
|
+$67.6K
|
+2,933
|
+0.5%
|
|
|
10
|
White Pine Investment Company
Livonia,
Michigan
|
$12.3M
|
+$319K
|
+13,844
|
+3%
|
|
|
11
|
Coldstream Capital Management
Bellevue,
Washington
|
$11.9M
|
-$1.07M
|
-46,615
|
-9%
|
|
|
12
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$9.91M
|
-$525K
|
-22,767
|
-5%
|
|
|
13
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$9.91M
|
-$525K
|
-22,767
|
-5%
|
|
|
14
|
Geneos Wealth Management
Englewood,
Colorado
|
$8.33M
|
+$314K
|
+13,613
|
+4%
|
|
|
15
|
|
$8.32M
|
+$2.71M
|
+117,623
|
+54%
|
|
|
16
|
Rockefeller Capital Management
New York
|
$7.39M
|
+$343K
|
+14,878
|
+5%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.91M
|
-$971K
|
-42,124
|
-13%
|
|
|
18
|
Valmark Advisers
Akron,
Ohio
|
$6.59M
|
+$268K
|
+11,625
|
+5%
|
|
|
19
|
Tradition Wealth Management
Edina,
Minnesota
|
$6.44M
|
-$551K
|
-23,923
|
-8%
|
|
|
20
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$5.33M
|
-$794K
|
-34,444
|
-14%
|
|
|
21
|
Columbus Macro
New Castle,
Pennsylvania
|
$5.01M
|
-$912K
|
-39,557
|
-16%
|
|
|
22
|
Beta Wealth Group
San Diego,
California
|
$4.76M
|
-$1.52M
|
-65,827
|
-25%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$3.62M
|
+$105K
|
+4,567
|
+3%
|
|
|
24
|
SWS Partners
Columbus,
Ohio
|
$2.56M
|
+$68.3K
|
+2,964
|
+3%
|
|
|
25
|
RiverFront Investment Group
Richmond,
Virginia
|
$2.54M
|
-$476K
|
-20,632
|
-17%
|
|
