|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$158M
|
-$7.65M
|
-359,478
|
-5%
|
|
|
2
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$134M
|
+$39.2M
|
+1,842,707
|
+42%
|
|
|
3
|
|
$83.8M
|
+$1.68M
|
+79,153
|
+2%
|
|
|
4
|
Avantax Advisory Services
Dallas,
Texas
|
$82.1M
|
+$72.3M
|
+3,398,250
|
+776%
|
|
|
5
|
United Services Automobile Association
San Antonio,
Texas
|
$70.4M
|
–
|
–
|
–
|
|
|
6
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$69.2M
|
+$654K
|
+30,737
|
+1%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$53.1M
|
-$65.6M
|
-3,082,033
|
-55%
|
|
|
8
|
Freestone Capital Holdings
Seattle,
Washington
|
$38.5M
|
+$2.42M
|
+113,722
|
+7%
|
|
|
9
|
Waverly Advisors
Birmingham,
Alabama
|
$27.1M
|
+$549K
|
+25,790
|
+2%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$25.5M
|
+$2.74M
|
+128,976
|
+12%
|
|
|
11
|
|
$21.3M
|
+$977K
|
+45,931
|
+5%
|
|
|
12
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$18.3M
|
-$250K
|
-11,740
|
-1%
|
|
|
13
|
RiverFront Investment Group
Richmond,
Virginia
|
$15.4M
|
-$370K
|
-17,390
|
-2%
|
|
|
14
|
PFS Investments
Duluth,
Georgia
|
$15.1M
|
+$1.24M
|
+58,514
|
+9%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$13.8M
|
+$462K
|
+21,705
|
+3%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$13.5M
|
+$8.29M
|
+389,850
|
+163%
|
|
|
17
|
Citadel Advisors
Miami,
Florida
|
$12.1M
|
+$12M
|
+562,949
|
New
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$10.5M
|
-$2.57M
|
-120,860
|
-20%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.89M
|
+$6.73M
|
+316,299
|
+217%
|
|
|
20
|
|
$8.51M
|
-$2.69M
|
-126,413
|
-24%
|
|
|
21
|
Raymond James & Associates
St Petersburg,
Florida
|
$8.21M
|
+$238K
|
+11,194
|
+3%
|
|
|
22
|
Kore Private Wealth
New York
|
$7.03M
|
+$822K
|
+38,636
|
+13%
|
|
|
23
|
Legacy Private Trust
Neenah,
Wisconsin
|
$6.94M
|
-$7.88M
|
-370,518
|
-53%
|
|
|
24
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$6.73M
|
+$2.35M
|
+110,674
|
+54%
|
|
|
25
|
Merriman Wealth Management
Seattle,
Washington
|
$6.39M
|
+$6.35M
|
+298,684
|
New
|
|
