|
1
|
Texas Treasury Safekeeping Trust Company
Austin,
Texas
|
$1.35B
|
+$613K
|
+6,033
|
+0.5%
|
|
|
2
|
|
$1.1B
|
+$18M
|
+177,095
|
+2%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$399M
|
+$5.61M
|
+55,190
|
+1%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$230M
|
-$6.24M
|
-61,405
|
-3%
|
|
|
5
|
Fidelity Investments
Boston,
Massachusetts
|
$152M
|
+$5.69K
|
+56
|
+0%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$121M
|
+$29M
|
+285,836
|
+32%
|
|
|
7
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$117M
|
–
|
–
|
–
|
|
|
8
|
|
$116M
|
+$58M
|
+571,538
|
+101%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$114M
|
-$5.52M
|
-54,393
|
-5%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$90.8M
|
+$5.72M
|
+56,310
|
+7%
|
|
|
11
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$79.6M
|
+$836K
|
+8,228
|
+1%
|
|
|
12
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$73.8M
|
+$30.2M
|
+297,287
|
+69%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$67.1M
|
-$19.4M
|
-190,614
|
-22%
|
|
|
14
|
TD Capital Management
Memphis,
Tennessee
|
$65.3M
|
-$2.28M
|
-22,474
|
-3%
|
|
|
15
|
Colony Group
Boston,
Massachusetts
|
$64.8M
|
+$7.94M
|
+78,219
|
+14%
|
|
|
16
|
Stifel Financial
St. Louis,
Missouri
|
$64.3M
|
+$4.98M
|
+49,044
|
+8%
|
|
|
17
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$64.1M
|
-$38.2M
|
-376,285
|
-37%
|
|
|
18
|
Flow Traders U.S.
New York
|
$61.3M
|
+$40.2M
|
+395,379
|
+191%
|
|
|
19
|
Homrich & Berg
Atlanta,
Georgia
|
$51.3M
|
-$157M
|
-1,543,772
|
-75%
|
|
|
20
|
Rock Creek Group
Washington,
District of Columbia
|
$49.8M
|
+$15.3M
|
+150,203
|
+44%
|
|
|
21
|
United Capital Financial Advisors
Irving,
Texas
|
$49.7M
|
-$1.45M
|
-14,283
|
-3%
|
|
|
22
|
|
$46.7M
|
+$27M
|
+265,993
|
+137%
|
|
|
23
|
Evergreen Capital Management
Bellevue,
Washington
|
$43.2M
|
-$661K
|
-6,512
|
-2%
|
|
|
24
|
Stadion Money Management
Watkinsville,
Georgia
|
$40.6M
|
-$203
|
-2
|
-0%
|
|
|
25
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$38.7M
|
-$3.13M
|
-30,838
|
-8%
|
|
