|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$159M
|
-$487K
|
-22,870
|
-0.3%
|
|
|
2
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$137M
|
+$2.43M
|
+114,046
|
+2%
|
|
|
3
|
Avantax Advisory Services
Dallas,
Texas
|
$87.3M
|
+$4.37M
|
+205,405
|
+5%
|
|
|
4
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$72.8M
|
+$2.89M
|
+135,584
|
+4%
|
|
|
5
|
United Services Automobile Association
San Antonio,
Texas
|
$71M
|
–
|
–
|
–
|
|
|
6
|
|
$59.3M
|
-$24.8M
|
-1,165,717
|
-30%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$54.7M
|
+$1.14M
|
+53,421
|
+2%
|
|
|
8
|
Freestone Capital Holdings
Seattle,
Washington
|
$44.4M
|
+$5.53M
|
+259,651
|
+14%
|
|
|
9
|
Waverly Advisors
Birmingham,
Alabama
|
$28M
|
+$575K
|
+27,032
|
+2%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$22.1M
|
-$3.6M
|
-169,337
|
-14%
|
|
|
11
|
|
$21.5M
|
-$26K
|
-1,221
|
-0.1%
|
|
|
12
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$18.4M
|
-$19.3K
|
-907
|
-0.1%
|
|
|
13
|
PFS Investments
Duluth,
Georgia
|
$15.5M
|
+$213K
|
+10,000
|
+1%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$14.8M
|
+$1.2M
|
+56,389
|
+9%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$12.2M
|
+$2.15M
|
+100,985
|
+22%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$12.1M
|
+$1.58M
|
+74,182
|
+15%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$10.9M
|
-$3.05M
|
-143,381
|
-22%
|
|
|
18
|
Kore Private Wealth
New York
|
$7.76M
|
+$663K
|
+31,170
|
+9%
|
|
|
19
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$6.69M
|
-$98.9K
|
-4,648
|
-1%
|
|
|
20
|
Daiwa Securities Group
Tokyo,
Japan
|
$6.52M
|
+$5.19M
|
+244,000
|
+421%
|
|
|
21
|
Parametric Portfolio Associates
Seattle,
Washington
|
$5.81M
|
-$270K
|
-12,678
|
-4%
|
|
|
22
|
Legacy Private Trust
Neenah,
Wisconsin
|
$5.64M
|
-$1.35M
|
-63,267
|
-20%
|
|
|
23
|
Citadel Advisors
Miami,
Florida
|
$4.86M
|
-$7.19M
|
-337,873
|
-60%
|
|
|
24
|
CIBC World Market
Toronto,
Ontario, Canada
|
$4.69M
|
-$891K
|
-41,878
|
-16%
|
|
|
25
|
Foresight Wealth Management
Draper,
Utah
|
$4.28M
|
+$234K
|
+10,997
|
+6%
|
|
