|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$153M
|
+$41.2M
|
+2,037,617
|
+36%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$110M
|
+$10.4M
|
+511,791
|
+10%
|
|
|
3
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$87M
|
-$20.7M
|
-1,023,480
|
-19%
|
|
|
4
|
|
$75.8M
|
+$951K
|
+47,037
|
+1%
|
|
|
5
|
United Services Automobile Association
San Antonio,
Texas
|
$65M
|
-$3.97M
|
-196,238
|
-6%
|
|
|
6
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$63.3M
|
+$1.98M
|
+98,076
|
+3%
|
|
|
7
|
Freestone Capital Holdings
Seattle,
Washington
|
$33.3M
|
+$11.3M
|
+557,706
|
+50%
|
|
|
8
|
Waverly Advisors
Birmingham,
Alabama
|
$24.5M
|
-$5.38M
|
-265,911
|
-18%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$21M
|
+$2.38M
|
+117,888
|
+12%
|
|
|
10
|
|
$18.8M
|
+$8.52M
|
+421,063
|
+79%
|
|
|
11
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$17.1M
|
+$311K
|
+15,379
|
+2%
|
|
|
12
|
RiverFront Investment Group
Richmond,
Virginia
|
$14.6M
|
-$1.01M
|
-50,020
|
-6%
|
|
|
13
|
Legacy Private Trust
Neenah,
Wisconsin
|
$13.7M
|
-$4.18M
|
-206,822
|
-23%
|
|
|
14
|
PFS Investments
Duluth,
Georgia
|
$13.2M
|
+$1.23M
|
+60,712
|
+10%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$12.4M
|
+$3.2M
|
+158,411
|
+34%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$12.2M
|
-$500K
|
-24,708
|
-4%
|
|
|
17
|
|
$10.4M
|
+$10.6M
|
+523,923
|
New
|
|
|
18
|
Avantax Advisory Services
Dallas,
Texas
|
$8.53M
|
+$8.86M
|
+437,981
|
New
|
|
|
19
|
Daiwa Securities Group
Tokyo,
Japan
|
$8.36M
|
+$3.62M
|
+179,000
|
+73%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$7.36M
|
-$817K
|
-40,396
|
-10%
|
|
|
21
|
Parametric Portfolio Associates
Seattle,
Washington
|
$5.82M
|
+$4.88M
|
+241,113
|
+455%
|
|
|
22
|
Kore Private Wealth
New York
|
$5.72M
|
+$5.85M
|
+289,471
|
New
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$4.73M
|
+$2.74M
|
+135,594
|
+131%
|
|
|
24
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$4.14M
|
+$2.04M
|
+101,046
|
+98%
|
|
|
25
|
Foster & Motley
Cincinnati,
Ohio
|
$3.84M
|
-$12.6K
|
-621
|
-0.3%
|
|
