|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$287M
|
-$173M
|
-5,259,649
|
-39%
|
|
|
2
|
|
$85.4M
|
-$704K
|
-21,458
|
-0.9%
|
|
|
3
|
Victory Capital Management
San Antonio,
Texas
|
$56.1M
|
–
|
–
|
–
|
|
|
4
|
|
$35.7M
|
+$33.1M
|
+1,009,668
|
+4,666%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$25.6M
|
-$25.1M
|
-764,498
|
-51%
|
|
|
6
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$12.5M
|
-$2.22M
|
-67,616
|
-16%
|
|
|
7
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$10.3M
|
+$9.37M
|
+285,432
|
+2,136%
|
|
|
8
|
|
$10.2M
|
+$949K
|
+28,924
|
+11%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.2M
|
+$4.46M
|
+136,019
|
+86%
|
|
|
10
|
US Bancorp
Minneapolis,
Minnesota
|
$9.73M
|
-$580K
|
-17,658
|
-6%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$8.28M
|
+$307K
|
+9,339
|
+4%
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$5.3M
|
+$2.02M
|
+61,418
|
+67%
|
|
|
13
|
Arlington Financial Advisors
Santa Barbara,
California
|
$5.14M
|
-$381K
|
-11,621
|
-7%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$4.98M
|
-$63.2M
|
-1,924,400
|
-93%
|
|
|
15
|
Merriman Wealth Management
Seattle,
Washington
|
$4.22M
|
+$4M
|
+121,870
|
New
|
|
|
16
|
Charles Schwab Trust
Henderson,
Nevada
|
$3.85M
|
-$1.12M
|
-34,017
|
-23%
|
|
|
17
|
Waverly Advisors
Birmingham,
Alabama
|
$2.95M
|
-$456K
|
-13,887
|
-15%
|
|
|
18
|
Chilton Capital Management
Houston,
Texas
|
$2.86M
|
-$67.4K
|
-2,055
|
-2%
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
$2.63M
|
-$2.75M
|
-83,875
|
-52%
|
|
|
20
|
Private Ocean
San Rafael,
California
|
$2.16M
|
-$1.44M
|
-43,976
|
-41%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$1.9M
|
-$1.6M
|
-48,758
|
-47%
|
|
|
22
|
Cetera Advisor Networks
El Segundo,
California
|
$1.74M
|
+$45.1K
|
+1,373
|
+3%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$1.73M
|
+$81.5K
|
+2,484
|
+5%
|
|
|
24
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$1.68M
|
-$1.13M
|
-34,575
|
-42%
|
|
|
25
|
Flow Traders U.S.
New York
|
$1.62M
|
+$1.53M
|
+46,739
|
New
|
|
