|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$497M
|
+$59.2M
|
+1,508,477
|
+12%
|
|
|
2
|
|
$44.4M
|
-$8.51M
|
-216,725
|
-15%
|
|
|
3
|
Victory Capital Management
San Antonio,
Texas
|
$37.5M
|
–
|
–
|
–
|
|
|
4
|
|
$32.5M
|
-$1.54M
|
-39,208
|
-4%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$27.2M
|
-$1.7M
|
-43,409
|
-5%
|
|
|
6
|
|
$20.9M
|
+$15.5K
|
+394
|
+0.1%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$11.5M
|
+$280K
|
+7,142
|
+2%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.91M
|
+$668K
|
+17,004
|
+7%
|
|
|
9
|
MML Investors Services
Springfield,
Massachusetts
|
$8.18M
|
+$559K
|
+14,240
|
+7%
|
|
|
10
|
Charles Schwab Trust
Henderson,
Nevada
|
$8.02M
|
+$4.95M
|
+126,042
|
+123%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$7.84M
|
+$1.14M
|
+29,004
|
+15%
|
|
|
12
|
Johnson & White Wealth Management
York,
Pennsylvania
|
$7.46M
|
+$8.35M
|
+212,743
|
New
|
|
|
13
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$6.02M
|
-$329K
|
-8,384
|
-5%
|
|
|
14
|
Arlington Financial Advisors
Santa Barbara,
California
|
$5.01M
|
+$107K
|
+2,733
|
+2%
|
|
|
15
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$4.51M
|
+$5.03M
|
+128,077
|
+20,758%
|
|
|
16
|
Callan Capital
La Jolla,
California
|
$4.14M
|
-$422K
|
-10,759
|
-8%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$3.87M
|
-$15.2K
|
-386
|
-0.3%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$3.69M
|
+$442K
|
+11,251
|
+12%
|
|
|
19
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$3.49M
|
+$2.71M
|
+68,928
|
+226%
|
|
|
20
|
KWB Wealth
Redlands,
California
|
$3.45M
|
-$481K
|
-12,257
|
-11%
|
|
|
21
|
US Bancorp
Minneapolis,
Minnesota
|
$3.39M
|
-$715K
|
-18,206
|
-16%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.87M
|
+$210K
|
+5,350
|
+7%
|
|
|
23
|
Waverly Advisors
Birmingham,
Alabama
|
$2.58M
|
–
|
–
|
–
|
|
|
24
|
|
$2.5M
|
-$17.6M
|
-447,867
|
-86%
|
|
|
25
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$2.45M
|
-$593K
|
-15,102
|
-18%
|
|
