|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$363M
|
-$10.1M
|
-208,103
|
-3%
|
|
|
2
|
|
$117M
|
-$1.03M
|
-21,196
|
-0.9%
|
|
|
3
|
Victory Capital Management
San Antonio,
Texas
|
$51.4M
|
-$1.78M
|
-36,696
|
-3%
|
|
|
4
|
|
$39.2M
|
+$4.41M
|
+90,997
|
+13%
|
|
|
5
|
|
$30.7M
|
-$571K
|
-11,780
|
-2%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$14.8M
|
+$294K
|
+6,057
|
+2%
|
|
|
7
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$13.8M
|
-$56.4K
|
-1,163
|
-0.4%
|
|
|
8
|
US Bancorp
Minneapolis,
Minnesota
|
$8.4M
|
-$377K
|
-7,780
|
-4%
|
|
|
9
|
Charles Schwab Trust
Henderson,
Nevada
|
$7.49M
|
-$765K
|
-15,783
|
-9%
|
|
|
10
|
Solitude Financial Services
Charlottesville,
Virginia
|
$7.17M
|
+$274K
|
+5,655
|
+4%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$6.86M
|
+$118K
|
+2,425
|
+2%
|
|
|
12
|
Arlington Financial Advisors
Santa Barbara,
California
|
$6.75M
|
-$144K
|
-2,972
|
-2%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$5.74M
|
+$767K
|
+15,818
|
+15%
|
|
|
14
|
Merriman Wealth Management
Seattle,
Washington
|
$5.63M
|
-$24.3K
|
-502
|
-0.4%
|
|
|
15
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$4.45M
|
-$142K
|
-2,936
|
-3%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$4.33M
|
+$437K
|
+9,004
|
+11%
|
|
|
17
|
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
$3.96M
|
+$278K
|
+5,739
|
+7%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$3.67M
|
+$1.16M
|
+23,957
|
+46%
|
|
|
19
|
Waverly Advisors
Birmingham,
Alabama
|
$3.62M
|
-$33.9K
|
-700
|
-0.9%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.31M
|
+$61.7K
|
+1,273
|
+2%
|
|
|
21
|
MJP Associates
Farmington,
Connecticut
|
$3.23M
|
+$443K
|
+9,128
|
+16%
|
|
|
22
|
Chilton Capital Management
Houston,
Texas
|
$3.18M
|
-$540K
|
-11,145
|
-14%
|
|
|
23
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$3.17M
|
+$518K
|
+10,683
|
+19%
|
|
|
24
|
Cetera Advisor Networks
El Segundo,
California
|
$2.99M
|
+$136K
|
+2,805
|
+5%
|
|
|
25
|
Arete Wealth Advisors
Chicago,
Illinois
|
$2.68M
|
+$389K
|
+8,017
|
+17%
|
|
