|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$540M
|
-$55.9M
|
-1,267,192
|
-9%
|
|
|
2
|
|
$224M
|
+$167M
|
+3,787,763
|
+291%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$68.3M
|
+$5.36M
|
+121,480
|
+9%
|
|
|
4
|
Victory Capital Management
San Antonio,
Texas
|
$47.1M
|
–
|
–
|
–
|
|
|
5
|
|
$42M
|
-$3.77M
|
-85,525
|
-8%
|
|
|
6
|
Citadel Advisors
Miami,
Florida
|
$37M
|
+$34.4M
|
+781,092
|
+1,355%
|
|
|
7
|
PFS Investments
Duluth,
Georgia
|
$31.8M
|
+$31.6M
|
+716,711
|
New
|
|
|
8
|
Corient Private Wealth
Miami,
Florida
|
$27.5M
|
-$1.22M
|
-27,773
|
-4%
|
|
|
9
|
|
$17.1M
|
+$15.4M
|
+348,721
|
+892%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$15.6M
|
+$1.56M
|
+35,470
|
+11%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$14.8M
|
+$2.17M
|
+49,238
|
+17%
|
|
|
12
|
Charles Schwab Trust
Henderson,
Nevada
|
$12.4M
|
+$837K
|
+18,974
|
+7%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$11M
|
-$63.1K
|
-1,431
|
-0.6%
|
|
|
14
|
Johnson & White Wealth Management
York,
Pennsylvania
|
$10.1M
|
+$10.1M
|
+229,325
|
New
|
|
|
15
|
MML Investors Services
Springfield,
Massachusetts
|
$9.57M
|
-$896K
|
-20,320
|
-9%
|
|
|
16
|
Arlington Financial Advisors
Santa Barbara,
California
|
$7.96M
|
+$1.63M
|
+36,977
|
+26%
|
|
|
17
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$7.29M
|
-$242K
|
-5,495
|
-3%
|
|
|
18
|
Callan Capital
La Jolla,
California
|
$6.92M
|
-$62.2K
|
-1,411
|
-0.9%
|
|
|
19
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$6.5M
|
+$3.17K
|
+72
|
+0%
|
|
|
20
|
Equitable Holdings
New York
|
$6.2M
|
+$6.2M
|
+140,696
|
New
|
|
|
21
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$5.76M
|
-$15.3K
|
-346
|
-0.3%
|
|
|
22
|
Merriman Wealth Management
Seattle,
Washington
|
$5.01M
|
+$109K
|
+2,471
|
+2%
|
|
|
23
|
IHT Wealth Management
Chicago,
Illinois
|
$4.98M
|
+$328K
|
+7,433
|
+7%
|
|
|
24
|
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
$4.36M
|
-$123K
|
-2,782
|
-3%
|
|
|
25
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$4.06M
|
+$274K
|
+6,212
|
+7%
|
|
