|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$395M
|
+$42.7M
|
+890,813
|
+12%
|
|
|
2
|
|
$103M
|
-$11.7M
|
-243,618
|
-10%
|
|
|
3
|
Victory Capital Management
San Antonio,
Texas
|
$50.1M
|
–
|
–
|
–
|
|
|
4
|
|
$40.3M
|
+$2.24M
|
+46,721
|
+6%
|
|
|
5
|
|
$29.2M
|
-$712K
|
-14,844
|
-2%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$17.1M
|
+$2.79M
|
+58,254
|
+19%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$8.15M
|
+$1.5M
|
+31,391
|
+22%
|
|
|
8
|
Solitude Financial Services
Charlottesville,
Virginia
|
$7.95M
|
+$985K
|
+20,551
|
+14%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.9M
|
+$6.69M
|
+139,534
|
+481%
|
|
|
10
|
Flow Traders U.S.
New York
|
$7.87M
|
+$6.26M
|
+130,668
|
+350%
|
|
|
11
|
Charles Schwab Trust
Henderson,
Nevada
|
$7.68M
|
+$401K
|
+8,374
|
+5%
|
|
|
12
|
US Bancorp
Minneapolis,
Minnesota
|
$6.81M
|
-$1.4M
|
-29,277
|
-17%
|
|
|
13
|
Arlington Financial Advisors
Santa Barbara,
California
|
$6.57M
|
+$8.58K
|
+179
|
+0.1%
|
|
|
14
|
MML Investors Services
Springfield,
Massachusetts
|
$5.92M
|
+$6.05M
|
+126,286
|
New
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$5.53M
|
-$51.3K
|
-1,071
|
-0.9%
|
|
|
16
|
Merriman Wealth Management
Seattle,
Washington
|
$5.4M
|
-$79.9K
|
-1,667
|
-1%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$5.05M
|
+$862K
|
+17,985
|
+20%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$5.03M
|
+$1.48M
|
+30,936
|
+41%
|
|
|
19
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$4.28M
|
-$49.1K
|
-1,025
|
-1%
|
|
|
20
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$3.95M
|
+$883K
|
+18,418
|
+28%
|
|
|
21
|
Waverly Advisors
Birmingham,
Alabama
|
$3.61M
|
–
|
–
|
–
|
|
|
22
|
Chilton Capital Management
Houston,
Texas
|
$3.4M
|
+$318K
|
+6,641
|
+10%
|
|
|
23
|
|
$3.4M
|
+$3.48M
|
+72,568
|
New
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.37M
|
+$150K
|
+3,119
|
+5%
|
|
|
25
|
MJP Associates
Farmington,
Connecticut
|
$3.25M
|
+$107K
|
+2,227
|
+3%
|
|
