|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$149M
|
+$1.45M
|
+70,025
|
+1%
|
|
|
2
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$128M
|
+$749K
|
+36,282
|
+0.6%
|
|
|
3
|
Avantax Advisory Services
Dallas,
Texas
|
$86.8M
|
+$5.81M
|
+281,739
|
+7%
|
|
|
4
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$70.8M
|
+$3.26M
|
+158,035
|
+5%
|
|
|
5
|
|
$58.5M
|
+$3.43M
|
+166,048
|
+6%
|
|
|
6
|
Victory Capital Management
San Antonio,
Texas
|
$58.4M
|
+$60.1M
|
+2,910,131
|
New
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$45.4M
|
-$5.66M
|
-274,145
|
-11%
|
|
|
8
|
Fidelity Investments
Boston,
Massachusetts
|
$43M
|
+$43.7M
|
+2,118,834
|
+8,672%
|
|
|
9
|
Freestone Capital Holdings
Seattle,
Washington
|
$42M
|
+$729K
|
+35,334
|
+2%
|
|
|
10
|
Waverly Advisors
Birmingham,
Alabama
|
$27.2M
|
+$1.26M
|
+60,921
|
+5%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$21.1M
|
+$598K
|
+28,963
|
+3%
|
|
|
12
|
|
$18.3M
|
-$1.75M
|
-84,738
|
-9%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$17.9M
|
+$6.99M
|
+338,471
|
+60%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.9M
|
+$2.63M
|
+127,400
|
+23%
|
|
|
15
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$12.7M
|
-$4.53M
|
-219,392
|
-26%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$11.9M
|
-$1.87M
|
-90,466
|
-13%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$8.96M
|
-$1.17M
|
-56,872
|
-11%
|
|
|
18
|
Kore Private Wealth
New York
|
$7.21M
|
+$43.1K
|
+2,090
|
+0.6%
|
|
|
19
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$6.33M
|
+$112K
|
+5,449
|
+2%
|
|
|
20
|
Parametric Portfolio Associates
Seattle,
Washington
|
$5.35M
|
-$57K
|
-2,761
|
-1%
|
|
|
21
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
$4.94M
|
+$4.59M
|
+222,465
|
+952%
|
|
|
22
|
Legacy Private Trust
Neenah,
Wisconsin
|
$4.16M
|
-$1.1M
|
-53,535
|
-21%
|
|
|
23
|
Foresight Wealth Management
Draper,
Utah
|
$3.97M
|
-$6.23K
|
-302
|
-0.2%
|
|
|
24
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
$3.59M
|
-$184K
|
-8,900
|
-5%
|
|
|
25
|
Foster & Motley
Cincinnati,
Ohio
|
$3.43M
|
-$131K
|
-6,342
|
-4%
|
|
