|
1
|
Charles Schwab
San Francisco,
California
|
$589M
|
+$46.6M
|
+938,939
|
+8%
|
|
|
2
|
|
$220M
|
+$9.24M
|
+186,093
|
+4%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$70.3M
|
-$10.7M
|
-215,554
|
-13%
|
|
|
4
|
|
$58.8M
|
-$4.38M
|
-88,154
|
-7%
|
|
|
5
|
Victory Capital Management
San Antonio,
Texas
|
$51.2M
|
–
|
–
|
–
|
|
|
6
|
Bank of New York Mellon
New York
|
$34.7M
|
-$119K
|
-2,406
|
-0.3%
|
|
|
7
|
Corient Private Wealth
Miami,
Florida
|
$27.4M
|
-$2.9M
|
-58,435
|
-9%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$24.2M
|
+$1.13M
|
+22,845
|
+5%
|
|
|
9
|
Charles Schwab Trust
Henderson,
Nevada
|
$18.3M
|
+$2.92M
|
+58,852
|
+18%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$16.8M
|
+$2.29M
|
+46,187
|
+15%
|
|
|
11
|
Johnson & White Wealth Management
York,
Pennsylvania
|
$16.4M
|
+$1.4M
|
+28,139
|
+9%
|
|
|
12
|
Equitable Holdings
New York
|
$11.8M
|
+$1.19M
|
+23,886
|
+11%
|
|
|
13
|
Arlington Financial Advisors
Santa Barbara,
California
|
$10.9M
|
+$2.32M
|
+46,620
|
+26%
|
|
|
14
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$7.43M
|
-$9.73K
|
-196
|
-0.1%
|
|
|
15
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$7.35M
|
+$72.8K
|
+1,465
|
+1%
|
|
|
16
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$6.7M
|
+$6.7M
|
+134,948
|
+3,214%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$6.01M
|
-$49.6K
|
-998
|
-0.8%
|
|
|
18
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$5.97M
|
-$65.5K
|
-1,318
|
-1%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.37M
|
-$28.6K
|
-575
|
-0.5%
|
|
|
20
|
Callan Capital
La Jolla,
California
|
$5.21M
|
-$314K
|
-6,332
|
-5%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.95M
|
-$897K
|
-18,054
|
-15%
|
|
|
22
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$4.68M
|
+$197K
|
+3,969
|
+4%
|
|
|
23
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$4.65M
|
+$183K
|
+3,686
|
+4%
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$4.32M
|
-$182K
|
-3,660
|
-4%
|
|
|
25
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$4.2M
|
+$3.43K
|
+69
|
+0.1%
|
|
