|
1
|
Charles Schwab
San Francisco,
California
|
$608M
|
-$30.3M
|
-594,829
|
-5%
|
|
|
2
|
|
$232M
|
-$6.5M
|
-127,481
|
-3%
|
|
|
3
|
Victory Capital Management
San Antonio,
Texas
|
$55.5M
|
–
|
–
|
–
|
|
|
4
|
|
$55.5M
|
-$8.14M
|
-159,640
|
-13%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$47.7M
|
-$28.1M
|
-550,309
|
-37%
|
|
|
6
|
Bank of New York Mellon
New York
|
$45.3M
|
+$7.57M
|
+148,370
|
+21%
|
|
|
7
|
Corient Private Wealth
Miami,
Florida
|
$28M
|
-$1.74M
|
-34,080
|
-6%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$26.6M
|
+$286K
|
+5,606
|
+1%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$20.7M
|
+$2.41M
|
+47,284
|
+13%
|
|
|
10
|
Johnson & White Wealth Management
York,
Pennsylvania
|
$18.9M
|
+$962K
|
+18,867
|
+5%
|
|
|
11
|
Charles Schwab Trust
Henderson,
Nevada
|
$17.7M
|
-$2.11M
|
-41,354
|
-11%
|
|
|
12
|
Arlington Financial Advisors
Santa Barbara,
California
|
$11.3M
|
-$572K
|
-11,205
|
-5%
|
|
|
13
|
Equitable Holdings
New York
|
$9.41M
|
-$3.3M
|
-64,717
|
-26%
|
|
|
14
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$8.69M
|
+$3.54M
|
+69,414
|
+71%
|
|
|
15
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$7.95M
|
-$32.3K
|
-633
|
-0.4%
|
|
|
16
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$7.92M
|
-$139K
|
-2,720
|
-2%
|
|
|
17
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$6.68M
|
+$200K
|
+3,917
|
+3%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$6.5M
|
-$33.2K
|
-651
|
-0.5%
|
|
|
19
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$6.43M
|
–
|
–
|
–
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.18M
|
+$349K
|
+6,833
|
+6%
|
|
|
21
|
Callan Capital
La Jolla,
California
|
$5.49M
|
-$163K
|
-3,193
|
-3%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.1M
|
-$268K
|
-5,257
|
-5%
|
|
|
23
|
HighTower Advisors
Chicago,
Illinois
|
$4.66M
|
+$199K
|
+3,906
|
+5%
|
|
|
24
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$4.31M
|
-$240K
|
-4,707
|
-5%
|
|
|
25
|
|
$4.12M
|
+$3.19M
|
+62,577
|
+377%
|
|
