|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$561M
|
+$9.8M
|
+220,585
|
+2%
|
|
|
2
|
|
$206M
|
-$12.2M
|
-275,617
|
-6%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$88.7M
|
+$13.9M
|
+311,938
|
+20%
|
|
|
4
|
|
$54.5M
|
+$4.85M
|
+109,208
|
+10%
|
|
|
5
|
Victory Capital Management
San Antonio,
Texas
|
$50.6M
|
–
|
–
|
–
|
|
|
6
|
Bank of New York Mellon
New York
|
$34.3M
|
+$646K
|
+14,532
|
+2%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$33M
|
+$629K
|
+14,167
|
+2%
|
|
|
8
|
|
$30.2M
|
+$4.66M
|
+104,888
|
+20%
|
|
|
9
|
Corient Private Wealth
Miami,
Florida
|
$29M
|
+$136K
|
+3,059
|
+0.5%
|
|
|
10
|
Charles Schwab Trust
Henderson,
Nevada
|
$14.8M
|
+$470K
|
+10,579
|
+3%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$14.8M
|
-$759K
|
-17,089
|
-5%
|
|
|
12
|
KWB Wealth
Redlands,
California
|
$11.8M
|
+$3.49M
|
+78,552
|
+46%
|
|
|
13
|
Johnson & White Wealth Management
York,
Pennsylvania
|
$11.2M
|
+$79.5K
|
+1,790
|
+0.8%
|
|
|
14
|
Equitable Holdings
New York
|
$9.77M
|
+$542K
|
+12,200
|
+6%
|
|
|
15
|
Arlington Financial Advisors
Santa Barbara,
California
|
$8.75M
|
+$119K
|
+2,683
|
+1%
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$7.69M
|
+$588K
|
+13,233
|
+9%
|
|
|
17
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$7.62M
|
-$67.5K
|
-1,520
|
-0.9%
|
|
|
18
|
IHT Wealth Management
Chicago,
Illinois
|
$6.62M
|
+$71.7K
|
+1,614
|
+1%
|
|
|
19
|
Callan Capital
La Jolla,
California
|
$6.28M
|
-$501K
|
-11,279
|
-8%
|
|
|
20
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$5.87M
|
-$27.3K
|
-615
|
-0.5%
|
|
|
21
|
Flow Traders U.S.
New York
|
$5.24M
|
-$4.36M
|
-98,230
|
-47%
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$5.1M
|
+$759K
|
+17,080
|
+19%
|
|
|
23
|
|
$5.01M
|
+$2.96M
|
+66,692
|
+171%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.77M
|
-$601K
|
-13,531
|
-12%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.7M
|
-$9.33M
|
-210,020
|
-68%
|
|
