|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$536M
|
-$15.3M
|
-341,314
|
-3%
|
|
|
2
|
|
$212M
|
-$16.4M
|
-366,528
|
-7%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$70.7M
|
+$1.04M
|
+23,142
|
+1%
|
|
|
4
|
|
$58.2M
|
+$40.6M
|
+907,150
|
+234%
|
|
|
5
|
Victory Capital Management
San Antonio,
Texas
|
$48M
|
–
|
–
|
–
|
|
|
6
|
|
$43.3M
|
+$495K
|
+11,045
|
+1%
|
|
|
7
|
PFS Investments
Duluth,
Georgia
|
$32.3M
|
+$30.8K
|
+687
|
+0.1%
|
|
|
8
|
Corient Private Wealth
Miami,
Florida
|
$27.4M
|
-$637K
|
-14,209
|
-2%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$24.6M
|
+$9.45M
|
+210,967
|
+63%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$15.6M
|
-$333K
|
-7,421
|
-2%
|
|
|
11
|
Charles Schwab Trust
Henderson,
Nevada
|
$12.8M
|
+$657K
|
+14,672
|
+5%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.5M
|
+$197K
|
+4,392
|
+2%
|
|
|
13
|
MML Investors Services
Springfield,
Massachusetts
|
$11M
|
+$1.28M
|
+28,575
|
+13%
|
|
|
14
|
Johnson & White Wealth Management
York,
Pennsylvania
|
$10.6M
|
+$244K
|
+5,447
|
+2%
|
|
|
15
|
Arlington Financial Advisors
Santa Barbara,
California
|
$8.3M
|
+$178K
|
+3,965
|
+2%
|
|
|
16
|
KWB Wealth
Redlands,
California
|
$7.89M
|
+$3.94M
|
+87,847
|
+100%
|
|
|
17
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$7.41M
|
-$35K
|
-782
|
-0.5%
|
|
|
18
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$6.7M
|
+$61.3K
|
+1,369
|
+0.9%
|
|
|
19
|
Equitable Holdings
New York
|
$6.65M
|
+$328K
|
+7,314
|
+5%
|
|
|
20
|
Callan Capital
La Jolla,
California
|
$6.46M
|
-$595K
|
-13,273
|
-8%
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$6.22M
|
+$6.2M
|
+138,293
|
New
|
|
|
22
|
IHT Wealth Management
Chicago,
Illinois
|
$5.74M
|
+$659K
|
+14,707
|
+13%
|
|
|
23
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$5.56M
|
-$315K
|
-7,031
|
-5%
|
|
|
24
|
Old Mission Capital
Chicago,
Illinois
|
$5.38M
|
+$4.78M
|
+106,786
|
+828%
|
|
|
25
|
Merriman Wealth Management
Seattle,
Washington
|
$4.8M
|
-$312K
|
-6,963
|
-6%
|
|
