|
1
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$159M
|
+$16M
|
+759,683
|
+12%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$158M
|
-$7.04M
|
-333,660
|
-5%
|
|
|
3
|
Avantax Advisory Services
Dallas,
Texas
|
$99.9M
|
+$3.36M
|
+159,505
|
+4%
|
|
|
4
|
|
$84M
|
+$18M
|
+853,315
|
+29%
|
|
|
5
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$81.4M
|
+$2.62M
|
+124,267
|
+4%
|
|
|
6
|
Victory Capital Management
San Antonio,
Texas
|
$72.1M
|
+$6.83M
|
+323,704
|
+11%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$50.1M
|
-$330K
|
-15,646
|
-0.7%
|
|
|
8
|
Fidelity Investments
Boston,
Massachusetts
|
$49.6M
|
+$1.69M
|
+80,156
|
+4%
|
|
|
9
|
Freestone Capital Holdings
Seattle,
Washington
|
$46.4M
|
-$258K
|
-12,247
|
-0.6%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$43.6M
|
+$22.3M
|
+1,055,420
|
+117%
|
|
|
11
|
Waverly Advisors
Birmingham,
Alabama
|
$30.2M
|
+$1.29M
|
+61,090
|
+5%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$26M
|
+$2.43M
|
+115,022
|
+11%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.7M
|
+$2.16M
|
+102,609
|
+15%
|
|
|
14
|
|
$17.2M
|
-$2.95M
|
-140,066
|
-15%
|
|
|
15
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$14.4M
|
+$239K
|
+11,354
|
+2%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$12.3M
|
-$909K
|
-43,129
|
-7%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$8.42M
|
-$1.45M
|
-68,538
|
-15%
|
|
|
18
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$8.39M
|
+$1.29M
|
+61,012
|
+19%
|
|
|
19
|
Kore Private Wealth
New York
|
$8.15M
|
+$91.3K
|
+4,331
|
+1%
|
|
|
20
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$7.07M
|
+$5.69M
|
+269,743
|
+572%
|
|
|
21
|
Parametric Portfolio Associates
Seattle,
Washington
|
$5.93M
|
-$9.09K
|
-431
|
-0.2%
|
|
|
22
|
Daiwa Securities Group
Tokyo,
Japan
|
$5.6M
|
+$2.99M
|
+142,000
|
+130%
|
|
|
23
|
Citadel Advisors
Miami,
Florida
|
$5.02M
|
+$3.79M
|
+179,525
|
+394%
|
|
|
24
|
Foresight Wealth Management
Draper,
Utah
|
$4.95M
|
+$514K
|
+24,375
|
+12%
|
|
|
25
|
PYA Waltman Capital
Knoxville,
Tennessee
|
$4.78M
|
+$4.52M
|
+214,227
|
New
|
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