|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$506M
|
-$13.6M
|
-302,865
|
-3%
|
|
|
2
|
|
$201M
|
-$4.68M
|
-103,885
|
-2%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$67.9M
|
-$578K
|
-12,850
|
-0.8%
|
|
|
4
|
Victory Capital Management
San Antonio,
Texas
|
$46.5M
|
–
|
–
|
–
|
|
|
5
|
|
$45.3M
|
+$3.48M
|
+77,410
|
+8%
|
|
|
6
|
Bank of New York Mellon
New York
|
$30.9M
|
+$31.9M
|
+708,858
|
New
|
|
|
7
|
LPL Financial
San Diego,
California
|
$29.7M
|
+$6.07M
|
+134,735
|
+25%
|
|
|
8
|
Corient Private Wealth
Miami,
Florida
|
$26.5M
|
-$99.2K
|
-2,204
|
-0.4%
|
|
|
9
|
|
$23.2M
|
-$34.3M
|
-762,044
|
-59%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$14.4M
|
-$731K
|
-16,233
|
-5%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.5M
|
+$2.45M
|
+54,349
|
+21%
|
|
|
12
|
Charles Schwab Trust
Henderson,
Nevada
|
$13.2M
|
+$282K
|
+6,269
|
+2%
|
|
|
13
|
MML Investors Services
Springfield,
Massachusetts
|
$11M
|
+$273K
|
+6,056
|
+2%
|
|
|
14
|
Johnson & White Wealth Management
York,
Pennsylvania
|
$10.2M
|
-$17.7K
|
-394
|
-0.2%
|
|
|
15
|
Flow Traders U.S.
New York
|
$9.09M
|
+$7.27M
|
+161,565
|
+342%
|
|
|
16
|
Equitable Holdings
New York
|
$8.45M
|
+$2.07M
|
+46,033
|
+31%
|
|
|
17
|
Arlington Financial Advisors
Santa Barbara,
California
|
$7.92M
|
-$125K
|
-2,787
|
-2%
|
|
|
18
|
KWB Wealth
Redlands,
California
|
$7.62M
|
-$265K
|
-5,895
|
-3%
|
|
|
19
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$7.11M
|
+$7.01M
|
+155,744
|
+35,236%
|
|
|
20
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$7.06M
|
-$110K
|
-2,433
|
-1%
|
|
|
21
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$6.49M
|
+$5.18K
|
+115
|
+0.1%
|
|
|
22
|
Callan Capital
La Jolla,
California
|
$6.26M
|
+$2.12K
|
+47
|
+0%
|
|
|
23
|
IHT Wealth Management
Chicago,
Illinois
|
$6.01M
|
+$468K
|
+10,394
|
+8%
|
|
|
24
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$5.42M
|
+$32.5K
|
+722
|
+0.6%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.97M
|
+$1.42M
|
+31,619
|
+38%
|
|
