|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$504M
|
+$69.3M
|
+1,594,079
|
+14%
|
|
|
2
|
|
$58.9M
|
-$4.04M
|
-92,905
|
-6%
|
|
|
3
|
Victory Capital Management
San Antonio,
Texas
|
$42.5M
|
–
|
–
|
–
|
|
|
4
|
|
$38.4M
|
+$5.89M
|
+135,502
|
+16%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$32.6M
|
+$27.3M
|
+627,723
|
+328%
|
|
|
6
|
|
$23.7M
|
+$61K
|
+1,403
|
+0.2%
|
|
|
7
|
|
$20.7M
|
+$22.6M
|
+519,139
|
New
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$12.7M
|
+$359K
|
+8,255
|
+3%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.44M
|
+$395K
|
+9,081
|
+4%
|
|
|
10
|
MML Investors Services
Springfield,
Massachusetts
|
$8.72M
|
+$396K
|
+9,104
|
+4%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$7.75M
|
+$1.41M
|
+32,404
|
+20%
|
|
|
12
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$7.16M
|
+$591K
|
+13,580
|
+8%
|
|
|
13
|
Arlington Financial Advisors
Santa Barbara,
California
|
$5.58M
|
+$60.6K
|
+1,394
|
+1%
|
|
|
14
|
Callan Capital
La Jolla,
California
|
$5.13M
|
+$2.51M
|
+57,787
|
+81%
|
|
|
15
|
Frontier Wealth Management
Kansas City,
Missouri
|
$4.98M
|
+$5.45M
|
+125,169
|
New
|
|
|
16
|
US Bancorp
Minneapolis,
Minnesota
|
$4.57M
|
-$287K
|
-6,598
|
-5%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$4.4M
|
-$292K
|
-6,719
|
-6%
|
|
|
18
|
KWB Wealth
Redlands,
California
|
$4.4M
|
+$4.81M
|
+110,518
|
New
|
|
|
19
|
Charles Schwab Trust
Henderson,
Nevada
|
$4.08M
|
+$567K
|
+13,034
|
+15%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$3.74M
|
+$494K
|
+11,350
|
+14%
|
|
|
21
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$3.38M
|
-$17.5K
|
-403
|
-0.5%
|
|
|
22
|
Chilton Capital Management
Houston,
Texas
|
$3.09M
|
-$1.7K
|
-39
|
-0.1%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.04M
|
-$24.7K
|
-567
|
-0.7%
|
|
|
24
|
Waverly Advisors
Birmingham,
Alabama
|
$2.93M
|
-$2.78K
|
-64
|
-0.1%
|
|
|
25
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$2.68M
|
+$1.15M
|
+26,492
|
+65%
|
|
