|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$58.1M
|
+$12.2M
|
+287,168
|
+24%
|
|
|
2
|
Protective Life
Birmingham,
Alabama
|
$32.2M
|
–
|
–
|
–
|
|
|
3
|
Allworth Financial
Folsom,
California
|
$19.7M
|
-$7.56K
|
-178
|
-0%
|
|
|
4
|
|
$16.1M
|
-$8.32M
|
-196,103
|
-32%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$12M
|
+$2.06M
|
+48,451
|
+19%
|
|
|
6
|
D.J. St. Germain
Springfield,
Massachusetts
|
$11.6M
|
+$1.35M
|
+31,691
|
+12%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$9.93M
|
+$1.34M
|
+31,477
|
+14%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$9.22M
|
-$4.16M
|
-98,100
|
-29%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.11M
|
-$4.02M
|
-94,748
|
-31%
|
|
|
10
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$8.1M
|
+$6.94M
|
+163,411
|
+377%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.57M
|
+$3.26M
|
+76,865
|
+85%
|
|
|
12
|
Truist Financial
Charlotte,
North Carolina
|
$5.53M
|
-$1.58M
|
-37,288
|
-21%
|
|
|
13
|
Shulman DeMeo Asset Management
Lake Success,
New York
|
$5.44M
|
+$190K
|
+4,481
|
+3%
|
|
|
14
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$5.07M
|
+$905K
|
+21,330
|
+20%
|
|
|
15
|
Vickerman & Driscoll Financial Advisors
Spokane,
Washington
|
$4.97M
|
+$685K
|
+16,136
|
+15%
|
|
|
16
|
Redwood Investment Management
Scottsdale,
Arizona
|
$4.75M
|
-$212K
|
-5,000
|
-4%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$4.67M
|
-$4.82M
|
-113,435
|
-49%
|
|
|
18
|
Strategic Wealth Partners
Independence,
Ohio
|
$4.61M
|
–
|
–
|
–
|
|
|
19
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$4.37M
|
+$2.02M
|
+47,640
|
+75%
|
|
|
20
|
TownSquare Capital
Provo,
Utah
|
$4.19M
|
+$284K
|
+6,682
|
+7%
|
|
|
21
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$3.98M
|
-$476K
|
-11,212
|
-10%
|
|
|
22
|
Sage Advisory Services
Austin,
Texas
|
$3.5M
|
+$3.78M
|
+89,138
|
New
|
|
|
23
|
Charles Schwab Trust
Henderson,
Nevada
|
$3.08M
|
+$3.34M
|
+78,680
|
New
|
|
|
24
|
Synovus Financial
Columbus,
Georgia
|
$3.02M
|
+$1.64M
|
+38,535
|
+100%
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.87M
|
+$2.45M
|
+57,813
|
+375%
|
|
