|
1
|
Charles Schwab
San Francisco,
California
|
$712M
|
-$32.8M
|
-518,600
|
-5%
|
|
|
2
|
|
$284M
|
-$1.85M
|
-29,323
|
-0.7%
|
|
|
3
|
|
$87.4M
|
-$1.99M
|
-31,453
|
-2%
|
|
|
4
|
Bank of New York Mellon
New York
|
$79M
|
+$23.6M
|
+372,856
|
+45%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$58.8M
|
-$2.55M
|
-40,281
|
-4%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$40.2M
|
-$2.34M
|
-37,023
|
-6%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$36.6M
|
+$2.81M
|
+44,409
|
+9%
|
|
|
8
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$36.3M
|
+$35M
|
+553,187
|
New
|
|
|
9
|
Johnson & White Wealth Management
York,
Pennsylvania
|
$25M
|
+$937K
|
+14,830
|
+4%
|
|
|
10
|
Victory Capital Management
San Antonio,
Texas
|
$24.9M
|
-$6.92M
|
-109,437
|
-22%
|
|
|
11
|
Charles Schwab Trust
Henderson,
Nevada
|
$23.7M
|
-$850K
|
-13,454
|
-4%
|
|
|
12
|
|
$16M
|
+$8.18M
|
+129,346
|
+113%
|
|
|
13
|
Arlington Financial Advisors
Santa Barbara,
California
|
$15M
|
-$97.4K
|
-1,541
|
-0.7%
|
|
|
14
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$13.7M
|
+$753K
|
+11,916
|
+6%
|
|
|
15
|
Equitable Holdings
New York
|
$13.4M
|
-$2.79M
|
-44,093
|
-18%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$13.1M
|
-$344K
|
-5,442
|
-3%
|
|
|
17
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$12.8M
|
+$12.4M
|
+195,952
|
+238,966%
|
|
|
18
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$9.28M
|
+$8.42M
|
+133,160
|
+101%
|
|
|
19
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$9.19M
|
-$355K
|
-5,609
|
-4%
|
|
|
20
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$8.99M
|
-$541K
|
-8,561
|
-6%
|
|
|
21
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$8.74M
|
+$101K
|
+1,605
|
+1%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.81M
|
-$794K
|
-12,560
|
-10%
|
|
|
23
|
Breakwater Capital Group
Paramus,
New Jersey
|
$7.39M
|
+$1.96M
|
+31,003
|
+38%
|
|
|
24
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$7.28M
|
+$560K
|
+8,859
|
+9%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.19M
|
+$390K
|
+6,171
|
+6%
|
|
