|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$341M
|
-$4.08M
|
-104,489
|
-1%
|
|
|
2
|
|
$109M
|
-$2.07M
|
-53,061
|
-2%
|
|
|
3
|
Victory Capital Management
San Antonio,
Texas
|
$46.9M
|
-$10.4M
|
-266,591
|
-19%
|
|
|
4
|
|
$29.2M
|
-$12.8M
|
-328,374
|
-32%
|
|
|
5
|
|
$17.5M
|
+$13.1M
|
+335,893
|
+435%
|
|
|
6
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$14.2M
|
-$188K
|
-4,812
|
-1%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$12M
|
+$6.61M
|
+169,264
|
+150%
|
|
|
8
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$11.5M
|
-$1.07M
|
-27,528
|
-9%
|
|
|
9
|
|
$11.1M
|
-$145K
|
-3,721
|
-1%
|
|
|
10
|
US Bancorp
Minneapolis,
Minnesota
|
$8.7M
|
-$2.26M
|
-57,839
|
-22%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.9M
|
-$2.89M
|
-74,074
|
-28%
|
|
|
12
|
Charles Schwab Trust
Henderson,
Nevada
|
$6.24M
|
+$1.37M
|
+35,072
|
+31%
|
|
|
13
|
Solitude Financial Services
Charlottesville,
Virginia
|
$6.09M
|
+$5.6M
|
+143,530
|
New
|
|
|
14
|
Arlington Financial Advisors
Santa Barbara,
California
|
$6.07M
|
+$13.6K
|
+349
|
+0.2%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$5.99M
|
+$77.8K
|
+1,994
|
+1%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$5.45M
|
-$17.7M
|
-453,351
|
-78%
|
|
|
17
|
Old Mission Capital
Chicago,
Illinois
|
$5.05M
|
+$1.09M
|
+27,836
|
+30%
|
|
|
18
|
Merriman Wealth Management
Seattle,
Washington
|
$4.97M
|
-$76.2K
|
-1,952
|
-2%
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
$3.95M
|
-$179K
|
-4,578
|
-5%
|
|
|
20
|
Waverly Advisors
Birmingham,
Alabama
|
$3.43M
|
-$13.8K
|
-353
|
-0.5%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$3.34M
|
-$6.17M
|
-158,173
|
-67%
|
|
|
22
|
Chilton Capital Management
Houston,
Texas
|
$3.3M
|
–
|
–
|
–
|
|
|
23
|
|
$2.95M
|
+$2.72M
|
+69,578
|
New
|
|
|
24
|
Private Ocean
San Rafael,
California
|
$2.38M
|
-$112K
|
-2,880
|
-5%
|
|
|
25
|
Treybourne Wealth Planners
Greenwood,
Indiana
|
$2.33M
|
+$2.14M
|
+54,943
|
New
|
|
