|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$285M
|
-$4.63M
|
-112,528
|
-2%
|
|
|
2
|
|
$129M
|
+$4.44M
|
+107,836
|
+4%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$87.8M
|
+$319K
|
+7,745
|
+0.4%
|
|
|
4
|
Victory Capital Management
San Antonio,
Texas
|
$68.9M
|
+$11.1M
|
+269,937
|
+20%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$66.6M
|
+$22.1K
|
+538
|
+0%
|
|
|
6
|
|
$32.2M
|
-$3.87K
|
-94
|
-0%
|
|
|
7
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$19.1M
|
-$639K
|
-15,521
|
-3%
|
|
|
8
|
US Bancorp
Minneapolis,
Minnesota
|
$16.3M
|
+$966K
|
+23,468
|
+7%
|
|
|
9
|
Wakefield Asset Management
Englewood,
Colorado
|
$14.2M
|
+$380K
|
+9,247
|
+3%
|
|
|
10
|
Tiedemann Advisors
New York
|
$12.5M
|
-$229K
|
-5,557
|
-2%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$9.55M
|
-$1.68M
|
-40,803
|
-15%
|
|
|
12
|
Private Ocean
San Rafael,
California
|
$7.92M
|
-$142K
|
-3,459
|
-2%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.9M
|
+$391K
|
+9,510
|
+6%
|
|
|
14
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$6.2M
|
-$484K
|
-11,752
|
-7%
|
|
|
15
|
|
$5.92M
|
+$114K
|
+2,775
|
+2%
|
|
|
16
|
Arlington Financial Advisors
Santa Barbara,
California
|
$5.55M
|
-$11.4K
|
-278
|
-0.2%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$4.23M
|
+$676K
|
+16,431
|
+20%
|
|
|
18
|
Citadel Advisors
Miami,
Florida
|
$4.08M
|
-$1.26M
|
-30,503
|
-24%
|
|
|
19
|
Waverly Advisors
Birmingham,
Alabama
|
$4.07M
|
-$124K
|
-3,025
|
-3%
|
|
|
20
|
Charles Schwab Trust
Henderson,
Nevada
|
$4.03M
|
+$21.4K
|
+519
|
+0.6%
|
|
|
21
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$4.02M
|
+$3.89M
|
+94,576
|
New
|
|
|
22
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$3.6M
|
-$93.3K
|
-2,267
|
-3%
|
|
|
23
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$3.43M
|
+$101K
|
+2,457
|
+3%
|
|
|
24
|
Chilton Capital Management
Houston,
Texas
|
$3.29M
|
-$2.06K
|
-50
|
-0.1%
|
|
|
25
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$2.52M
|
-$68.9K
|
-1,675
|
-3%
|
|
