|
1
|
Charles Schwab
San Francisco,
California
|
$681M
|
+$8.79M
|
+161,989
|
+1%
|
|
|
2
|
|
$263M
|
+$7.08M
|
+130,557
|
+3%
|
|
|
3
|
|
$75.9M
|
+$13.8M
|
+254,885
|
+24%
|
|
|
4
|
Victory Capital Management
San Antonio,
Texas
|
$56.3M
|
-$4.79M
|
-88,346
|
-8%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$50.7M
|
-$1.86M
|
-34,231
|
-4%
|
|
|
6
|
Bank of New York Mellon
New York
|
$48.5M
|
-$1.46M
|
-26,877
|
-3%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$37.2M
|
+$7.43M
|
+136,983
|
+27%
|
|
|
8
|
Corient Private Wealth
Miami,
Florida
|
$27.6M
|
-$3.15M
|
-58,129
|
-11%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$22.2M
|
-$586K
|
-10,797
|
-3%
|
|
|
10
|
Charles Schwab Trust
Henderson,
Nevada
|
$21.7M
|
+$2M
|
+36,866
|
+11%
|
|
|
11
|
Johnson & White Wealth Management
York,
Pennsylvania
|
$21M
|
+$169K
|
+3,111
|
+0.9%
|
|
|
12
|
Equitable Holdings
New York
|
$16.8M
|
+$6.01M
|
+110,749
|
+61%
|
|
|
13
|
Arlington Financial Advisors
Santa Barbara,
California
|
$13.4M
|
+$822K
|
+15,153
|
+7%
|
|
|
14
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$9.85M
|
+$240K
|
+4,431
|
+3%
|
|
|
15
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$8.56M
|
-$179K
|
-3,298
|
-2%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$8.45M
|
+$1.2M
|
+22,134
|
+18%
|
|
|
17
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$8.42M
|
-$345K
|
-6,357
|
-4%
|
|
|
18
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$7.49M
|
-$472K
|
-8,692
|
-6%
|
|
|
19
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$7.48M
|
+$93.5K
|
+1,723
|
+1%
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
$7.19M
|
+$6.8M
|
+125,291
|
New
|
|
|
21
|
|
$6.7M
|
+$2.48M
|
+45,627
|
+64%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.35M
|
-$455K
|
-8,389
|
-7%
|
|
|
23
|
AlphaCore Capital
La Jolla,
California
|
$5.51M
|
+$5.16M
|
+95,052
|
+9,932%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.29M
|
-$279K
|
-5,146
|
-5%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.23M
|
+$728K
|
+13,419
|
+17%
|
|
