|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$289M
|
-$5.85M
|
-161,416
|
-2%
|
|
|
2
|
|
$92.5M
|
+$5.16M
|
+142,370
|
+6%
|
|
|
3
|
Victory Capital Management
San Antonio,
Texas
|
$48.6M
|
-$9.05M
|
-249,682
|
-15%
|
|
|
4
|
|
$36M
|
-$510K
|
-14,082
|
-1%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$20.6M
|
-$5.67M
|
-156,619
|
-21%
|
|
|
6
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$12.1M
|
+$1.49M
|
+41,215
|
+14%
|
|
|
7
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$10.6M
|
-$2.22M
|
-61,174
|
-17%
|
|
|
8
|
|
$9.39M
|
-$1.08M
|
-29,747
|
-10%
|
|
|
9
|
US Bancorp
Minneapolis,
Minnesota
|
$9.31M
|
-$661K
|
-18,255
|
-6%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.22M
|
-$1.23M
|
-33,960
|
-12%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$8.43M
|
-$87.7K
|
-2,420
|
-1%
|
|
|
12
|
Arlington Financial Advisors
Santa Barbara,
California
|
$5.06M
|
-$204K
|
-5,638
|
-4%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$4.93M
|
-$172K
|
-4,756
|
-3%
|
|
|
14
|
Merriman Wealth Management
Seattle,
Washington
|
$4.22M
|
-$103K
|
-2,830
|
-2%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$4M
|
+$2.1M
|
+57,870
|
+105%
|
|
|
16
|
Charles Schwab Trust
Henderson,
Nevada
|
$3.97M
|
+$22.6K
|
+625
|
+0.6%
|
|
|
17
|
Citadel Advisors
Miami,
Florida
|
$3.46M
|
+$786K
|
+21,703
|
+29%
|
|
|
18
|
Old Mission Capital
Chicago,
Illinois
|
$3.23M
|
+$3.02M
|
+83,299
|
+1,042%
|
|
|
19
|
Chilton Capital Management
Houston,
Texas
|
$2.75M
|
-$182K
|
-5,025
|
-6%
|
|
|
20
|
|
$2.73M
|
+$1.17M
|
+32,306
|
+72%
|
|
|
21
|
Waverly Advisors
Birmingham,
Alabama
|
$2.63M
|
-$83.1K
|
-2,293
|
-3%
|
|
|
22
|
Private Ocean
San Rafael,
California
|
$2.09M
|
-$130K
|
-3,584
|
-6%
|
|
|
23
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$1.71M
|
-$8.22K
|
-227
|
-0.5%
|
|
|
24
|
Cetera Advisor Networks
El Segundo,
California
|
$1.71M
|
-$73.3K
|
-2,023
|
-4%
|
|
|
25
|
Bellevue Asset Management
Bellevue,
Washington
|
$1.58M
|
+$1.99K
|
+55
|
+0.1%
|
|
