|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$565M
|
-$21.6M
|
-454,108
|
-4%
|
|
|
2
|
|
$236M
|
+$19M
|
+399,285
|
+9%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$93.7M
|
+$756K
|
+15,876
|
+0.8%
|
|
|
4
|
|
$60.7M
|
+$3.45M
|
+72,413
|
+6%
|
|
|
5
|
Victory Capital Management
San Antonio,
Texas
|
$53M
|
–
|
–
|
–
|
|
|
6
|
Bank of New York Mellon
New York
|
$36.8M
|
+$877K
|
+18,424
|
+3%
|
|
|
7
|
Corient Private Wealth
Miami,
Florida
|
$29.9M
|
-$386K
|
-8,099
|
-1%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$23.4M
|
-$10.7M
|
-225,621
|
-32%
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$15.4M
|
+$13.4M
|
+282,328
|
+1,025%
|
|
|
10
|
|
$15.1M
|
-$15.9M
|
-334,045
|
-52%
|
|
|
11
|
Charles Schwab Trust
Henderson,
Nevada
|
$15.1M
|
-$460K
|
-9,672
|
-3%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$14.7M
|
-$838K
|
-17,596
|
-6%
|
|
|
13
|
Johnson & White Wealth Management
York,
Pennsylvania
|
$13.1M
|
+$1.28M
|
+26,893
|
+11%
|
|
|
14
|
Arlington Financial Advisors
Santa Barbara,
California
|
$9.07M
|
-$89.3K
|
-1,876
|
-1%
|
|
|
15
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$7.88M
|
-$94K
|
-1,974
|
-1%
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$7.78M
|
-$267K
|
-5,605
|
-3%
|
|
|
17
|
Equitable Holdings
New York
|
$6.83M
|
-$3.27M
|
-68,662
|
-33%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.78M
|
+$1.71M
|
+35,937
|
+36%
|
|
|
19
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$6.22M
|
+$67.4K
|
+1,415
|
+1%
|
|
|
20
|
Callan Capital
La Jolla,
California
|
$6.14M
|
-$422K
|
-8,857
|
-7%
|
|
|
21
|
|
$5.58M
|
+$316K
|
+6,639
|
+6%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.4M
|
+$456K
|
+9,588
|
+10%
|
|
|
23
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$5.08M
|
+$2.67M
|
+56,009
|
+121%
|
|
|
24
|
Old Mission Capital
Chicago,
Illinois
|
$4.79M
|
+$140K
|
+2,948
|
+3%
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$4.58M
|
-$729K
|
-15,303
|
-14%
|
|
