|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$738M
|
+$8.13M
|
+335,997
|
+1%
|
|
|
2
|
Allworth Financial
Folsom,
California
|
$39.1M
|
-$955K
|
-39,453
|
-2%
|
|
|
3
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$33.4M
|
-$1.33M
|
-54,791
|
-4%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$24.1M
|
+$380K
|
+15,718
|
+2%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$23.7M
|
+$482K
|
+19,919
|
+2%
|
|
|
6
|
|
$17.3M
|
+$3.94M
|
+162,745
|
+30%
|
|
|
7
|
Corient Private Wealth
Miami,
Florida
|
$14.6M
|
+$168K
|
+6,962
|
+1%
|
|
|
8
|
White Pine Investment Company
Livonia,
Michigan
|
$12.5M
|
+$164K
|
+6,790
|
+1%
|
|
|
9
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$11.9M
|
-$3.65M
|
-150,916
|
-24%
|
|
|
10
|
Coldstream Capital Management
Bellevue,
Washington
|
$11.7M
|
-$133K
|
-5,483
|
-1%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.99M
|
-$3.84M
|
-158,832
|
-28%
|
|
|
12
|
Geneos Wealth Management
Englewood,
Colorado
|
$9.25M
|
+$907K
|
+37,482
|
+11%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.23M
|
+$2.29M
|
+94,489
|
+34%
|
|
|
14
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$8.71M
|
-$1.18M
|
-48,644
|
-12%
|
|
|
15
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$8.71M
|
-$1.18M
|
-48,644
|
-12%
|
|
|
16
|
Rockefeller Capital Management
New York
|
$8.5M
|
+$1.09M
|
+45,142
|
+15%
|
|
|
17
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$7.77M
|
+$2.4M
|
+99,000
|
+46%
|
|
|
18
|
Columbus Macro
New Castle,
Pennsylvania
|
$6.59M
|
+$1.55M
|
+63,962
|
+31%
|
|
|
19
|
Valmark Advisers
Akron,
Ohio
|
$6.49M
|
-$98.6K
|
-4,076
|
-2%
|
|
|
20
|
Tradition Wealth Management
Edina,
Minnesota
|
$6.34M
|
-$98K
|
-4,049
|
-2%
|
|
|
21
|
|
$6.04M
|
-$2.23M
|
-91,976
|
-27%
|
|
|
22
|
Cetera Advisors
Denver,
Colorado
|
$5.75M
|
+$5.64M
|
+233,234
|
New
|
|
|
23
|
LPL Financial
San Diego,
California
|
$4.89M
|
+$1.25M
|
+51,749
|
+35%
|
|
|
24
|
Beta Wealth Group
San Diego,
California
|
$4.82M
|
+$58.7K
|
+2,426
|
+1%
|
|
|
25
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$4.8M
|
+$4.43M
|
+182,978
|
+1,560%
|
|
