|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$510M
|
+$61.1M
|
+1,299,137
|
+13%
|
|
|
2
|
|
$72.6M
|
+$3.71M
|
+78,829
|
+5%
|
|
|
3
|
Victory Capital Management
San Antonio,
Texas
|
$46.3M
|
–
|
–
|
–
|
|
|
4
|
|
$38.3M
|
-$2.32M
|
-49,392
|
-6%
|
|
|
5
|
|
$27.4M
|
-$126K
|
-2,680
|
-0.4%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$14.4M
|
-$2.8M
|
-59,489
|
-16%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.5M
|
+$2.84M
|
+60,318
|
+36%
|
|
|
8
|
Solitude Financial Services
Charlottesville,
Virginia
|
$9.96M
|
+$868K
|
+18,462
|
+9%
|
|
|
9
|
MML Investors Services
Springfield,
Massachusetts
|
$9.68M
|
+$3.26M
|
+69,349
|
+49%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$8.82M
|
+$406K
|
+8,629
|
+5%
|
|
|
11
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$7.67M
|
+$536K
|
+11,388
|
+7%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$7.48M
|
+$788K
|
+16,761
|
+12%
|
|
|
13
|
Arlington Financial Advisors
Santa Barbara,
California
|
$6.4M
|
-$345K
|
-7,325
|
-5%
|
|
|
14
|
US Bancorp
Minneapolis,
Minnesota
|
$5.6M
|
-$879K
|
-18,687
|
-13%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$5.41M
|
-$239K
|
-5,085
|
-4%
|
|
|
16
|
Charles Schwab Trust
Henderson,
Nevada
|
$4.13M
|
+$1.59M
|
+33,733
|
+61%
|
|
|
17
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$3.94M
|
-$5.08K
|
-108
|
-0.1%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$3.85M
|
-$1.94M
|
-41,175
|
-33%
|
|
|
19
|
Old Mission Capital
Chicago,
Illinois
|
$3.81M
|
+$2.26M
|
+48,013
|
+138%
|
|
|
20
|
Chilton Capital Management
Houston,
Texas
|
$3.58M
|
+$15.8K
|
+336
|
+0.4%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.55M
|
+$114K
|
+2,419
|
+3%
|
|
|
22
|
Waverly Advisors
Birmingham,
Alabama
|
$3.4M
|
–
|
–
|
–
|
|
|
23
|
Callan Capital
La Jolla,
California
|
$3.27M
|
+$2.16M
|
+45,998
|
+184%
|
|
|
24
|
IHT Wealth Management
Chicago,
Illinois
|
$2.78M
|
-$53.2K
|
-1,130
|
-2%
|
|
|
25
|
Cetera Advisor Networks
El Segundo,
California
|
$2.68M
|
-$4K
|
-85
|
-0.1%
|
|
