|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$52.6M
|
-$2.46M
|
-55,994
|
-4%
|
|
|
2
|
Protective Life
Birmingham,
Alabama
|
$32.2M
|
+$31.6M
|
+720,000
|
+6,261%
|
|
|
3
|
|
$26.7M
|
+$555K
|
+12,654
|
+2%
|
|
|
4
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$23.3M
|
-$4.83M
|
-110,023
|
-17%
|
|
|
5
|
Allworth Financial
Folsom,
California
|
$22.1M
|
+$662K
|
+15,080
|
+3%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$14.7M
|
+$1.51M
|
+34,427
|
+12%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.3M
|
+$696K
|
+15,862
|
+6%
|
|
|
8
|
D.J. St. Germain
Springfield,
Massachusetts
|
$11.6M
|
+$4.67M
|
+106,535
|
+68%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$11.4M
|
+$1.52M
|
+34,541
|
+15%
|
|
|
10
|
Avalon Investment & Advisory
Houston,
Texas
|
$10.9M
|
+$10.8M
|
+246,837
|
New
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$10.2M
|
-$163K
|
-3,705
|
-2%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$9.77M
|
+$2.37M
|
+54,046
|
+32%
|
|
|
13
|
Truist Financial
Charlotte,
North Carolina
|
$7.85M
|
+$7.82M
|
+178,332
|
New
|
|
|
14
|
Shulman DeMeo Asset Management
Lake Success,
New York
|
$5.92M
|
+$385K
|
+8,769
|
+7%
|
|
|
15
|
Redwood Investment Management
Scottsdale,
Arizona
|
$5.55M
|
+$200K
|
+4,558
|
+4%
|
|
|
16
|
Vickerman & Driscoll Financial Advisors
Spokane,
Washington
|
$4.87M
|
+$4.38M
|
+99,809
|
+926%
|
|
|
17
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$4.75M
|
-$184K
|
-4,200
|
-4%
|
|
|
18
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$4.75M
|
+$1.69M
|
+38,540
|
+55%
|
|
|
19
|
Strategic Wealth Partners
Independence,
Ohio
|
$4.61M
|
+$810K
|
+18,453
|
+21%
|
|
|
20
|
Tobias Financial Advisors
Plantation,
Florida
|
$4.23M
|
+$4.22M
|
+96,138
|
New
|
|
|
21
|
TownSquare Capital
Provo,
Utah
|
$4.14M
|
+$279K
|
+6,358
|
+7%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.99M
|
+$1.2M
|
+27,239
|
+43%
|
|
|
23
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$2.94M
|
+$4.39K
|
+100
|
+0.1%
|
|
|
24
|
|
$2.83M
|
+$236K
|
+5,389
|
+9%
|
|
|
25
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$2.81M
|
+$13.9K
|
+316
|
+0.5%
|
|
