|
1
|
Charles Schwab
San Francisco,
California
|
$541M
|
+$551M
|
+11,120,428
|
New
|
|
|
2
|
|
$239M
|
+$8.15M
|
+164,479
|
+3%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$87.2M
|
-$4.79M
|
-96,663
|
-5%
|
|
|
4
|
Victory Capital Management
San Antonio,
Texas
|
$52M
|
–
|
–
|
–
|
|
|
5
|
|
$47.1M
|
-$12.7M
|
-256,299
|
-21%
|
|
|
6
|
Bank of New York Mellon
New York
|
$35.6M
|
-$548K
|
-11,062
|
-1%
|
|
|
7
|
Corient Private Wealth
Miami,
Florida
|
$28.8M
|
-$624K
|
-12,584
|
-2%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$21.5M
|
-$1.41M
|
-28,348
|
-6%
|
|
|
9
|
Charles Schwab Trust
Henderson,
Nevada
|
$14.8M
|
+$35.4K
|
+714
|
+0.2%
|
|
|
10
|
Johnson & White Wealth Management
York,
Pennsylvania
|
$14.5M
|
+$1.74M
|
+35,004
|
+13%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$14.4M
|
+$8.03K
|
+162
|
+0.1%
|
|
|
12
|
|
$10M
|
-$4.83M
|
-97,532
|
-32%
|
|
|
13
|
Arlington Financial Advisors
Santa Barbara,
California
|
$8.92M
|
+$28.5K
|
+575
|
+0.3%
|
|
|
14
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$7.63M
|
-$106K
|
-2,133
|
-1%
|
|
|
15
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$7.62M
|
-$9.62K
|
-194
|
-0.1%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.3M
|
-$360K
|
-7,253
|
-5%
|
|
|
17
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$6.22M
|
+$124K
|
+2,504
|
+2%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$6.17M
|
+$2.48M
|
+50,068
|
+65%
|
|
|
19
|
Callan Capital
La Jolla,
California
|
$5.82M
|
-$206K
|
-4,152
|
-3%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.78M
|
+$497K
|
+10,026
|
+9%
|
|
|
21
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$5.64M
|
+$5.36M
|
+108,170
|
+4,335%
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$4.91M
|
+$419K
|
+8,455
|
+9%
|
|
|
23
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$4.67M
|
-$319K
|
-6,433
|
-6%
|
|
|
24
|
Equitable Holdings
New York
|
$4.3M
|
-$2.44M
|
-49,148
|
-36%
|
|
|
25
|
HighTower Advisors
Chicago,
Illinois
|
$4.03M
|
+$77.1K
|
+1,555
|
+2%
|
|
