|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$412M
|
+$261M
|
+6,849,106
|
+102%
|
|
|
2
|
|
$75.5M
|
-$21M
|
-552,355
|
-18%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$62.8M
|
+$102K
|
+2,680
|
+0.1%
|
|
|
4
|
Victory Capital Management
San Antonio,
Texas
|
$49.2M
|
–
|
–
|
–
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$45.6M
|
-$2.45M
|
-64,408
|
-4%
|
|
|
6
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$13M
|
-$827K
|
-21,731
|
-5%
|
|
|
7
|
Wakefield Asset Management
Englewood,
Colorado
|
$10.2M
|
+$80.5K
|
+2,116
|
+0.6%
|
|
|
8
|
US Bancorp
Minneapolis,
Minnesota
|
$9.06M
|
-$3.24M
|
-85,281
|
-22%
|
|
|
9
|
|
$8.96M
|
+$9.61M
|
+252,670
|
+590%
|
|
|
10
|
|
$8.06M
|
+$4.81M
|
+126,350
|
+91%
|
|
|
11
|
Tiedemann Advisors
New York
|
$7.02M
|
-$2.39M
|
-62,701
|
-21%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$6.99M
|
+$201K
|
+5,275
|
+2%
|
|
|
13
|
Arlington Financial Advisors
Santa Barbara,
California
|
$4.86M
|
+$1.12M
|
+29,348
|
+22%
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
$4.85M
|
+$2.43M
|
+63,870
|
+67%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.8M
|
-$161K
|
-4,236
|
-3%
|
|
|
16
|
Charles Schwab Trust
Henderson,
Nevada
|
$4.41M
|
+$1.93M
|
+50,612
|
+53%
|
|
|
17
|
Private Ocean
San Rafael,
California
|
$3.23M
|
-$3.04M
|
-79,897
|
-43%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$3.15M
|
+$166K
|
+4,368
|
+4%
|
|
|
19
|
Waverly Advisors
Birmingham,
Alabama
|
$2.82M
|
-$131K
|
-3,451
|
-4%
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.78M
|
+$2.8M
|
+73,511
|
+405%
|
|
|
21
|
Chilton Capital Management
Houston,
Texas
|
$2.57M
|
+$280K
|
+7,350
|
+9%
|
|
|
22
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$2.52M
|
-$65K
|
-1,707
|
-2%
|
|
|
23
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$2.33M
|
-$670K
|
-17,607
|
-19%
|
|
|
24
|
Bellevue Asset Management
Bellevue,
Washington
|
$1.6M
|
-$66.1K
|
-1,737
|
-3%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.52M
|
-$106K
|
-2,778
|
-5%
|
|
