|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$55.2M
|
-$3.38M
|
-77,241
|
-6%
|
|
|
2
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$28.2M
|
-$31.2M
|
-713,496
|
-53%
|
|
|
3
|
|
$26.3M
|
+$4.4M
|
+100,485
|
+20%
|
|
|
4
|
Allworth Financial
Folsom,
California
|
$21.6M
|
+$509K
|
+11,637
|
+2%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$13.2M
|
+$3.11M
|
+70,979
|
+31%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$12.6M
|
+$264K
|
+6,030
|
+2%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$10.4M
|
+$5.29M
|
+120,892
|
+105%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$9.88M
|
+$934K
|
+21,340
|
+11%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$7.41M
|
+$834K
|
+19,069
|
+13%
|
|
|
10
|
D.J. St. Germain
Springfield,
Massachusetts
|
$6.93M
|
+$1.38M
|
+31,498
|
+25%
|
|
|
11
|
Suntrust Banks
Atlanta,
Georgia
|
$6.86M
|
+$25.9K
|
+592
|
+0.4%
|
|
|
12
|
Shulman DeMeo Asset Management
Lake Success,
New York
|
$5.55M
|
+$546K
|
+12,476
|
+11%
|
|
|
13
|
Redwood Investment Management
Scottsdale,
Arizona
|
$5.37M
|
-$980K
|
-22,401
|
-16%
|
|
|
14
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$4.96M
|
+$1.14M
|
+26,014
|
+30%
|
|
|
15
|
Foresight Wealth Management
Draper,
Utah
|
$4.2M
|
+$501K
|
+11,455
|
+14%
|
|
|
16
|
TownSquare Capital
Provo,
Utah
|
$3.81M
|
+$1M
|
+22,938
|
+35%
|
|
|
17
|
Old National Bancorp
Evansville,
Indiana
|
$3.22M
|
–
|
–
|
–
|
|
|
18
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$3.07M
|
+$3.04M
|
+69,485
|
New
|
|
|
19
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$2.94M
|
+$36.1K
|
+825
|
+1%
|
|
|
20
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$2.81M
|
+$458K
|
+10,457
|
+20%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.8M
|
+$605K
|
+13,825
|
+28%
|
|
|
22
|
|
$2.6M
|
+$553K
|
+12,641
|
+27%
|
|
|
23
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$2.57M
|
+$44
|
+1
|
+0%
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$2.5M
|
+$50.6K
|
+1,157
|
+2%
|
|
|
25
|
Windsor Capital Management
Phoenix,
Arizona
|
$2.32M
|
+$252K
|
+5,758
|
+12%
|
|
