|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$161M
|
+$65.6M
|
+3,329,641
|
+47%
|
|
|
2
|
Avantax Advisory Services
Dallas,
Texas
|
$70.3M
|
+$1.54M
|
+78,173
|
+2%
|
|
|
3
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$67.9M
|
-$54.2M
|
-2,750,393
|
-38%
|
|
|
4
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$57M
|
+$899K
|
+45,629
|
+1%
|
|
|
5
|
Victory Capital Management
San Antonio,
Texas
|
$49.9M
|
–
|
–
|
–
|
|
|
6
|
|
$43.7M
|
-$18.4M
|
-931,821
|
-25%
|
|
|
7
|
Fidelity Investments
Boston,
Massachusetts
|
$39.9M
|
+$7.17M
|
+363,616
|
+16%
|
|
|
8
|
Freestone Capital Holdings
Seattle,
Washington
|
$36.2M
|
+$5.26M
|
+266,712
|
+13%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$35.8M
|
+$1.5M
|
+76,278
|
+3%
|
|
|
10
|
Waverly Advisors
Birmingham,
Alabama
|
$26M
|
+$5.24M
|
+265,657
|
+19%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$25.1M
|
+$9.06M
|
+459,815
|
+39%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$22.6M
|
-$9.56M
|
-485,310
|
-25%
|
|
|
13
|
|
$15.4M
|
+$4.53M
|
+229,864
|
+30%
|
|
|
14
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$10.1M
|
+$152K
|
+7,708
|
+1%
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
$6.67M
|
+$4.08M
|
+206,895
|
+92%
|
|
|
16
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$6.54M
|
+$933K
|
+47,337
|
+13%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.29M
|
+$8.04M
|
+408,009
|
New
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.5M
|
-$8.6M
|
-436,638
|
-55%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$4.3M
|
-$1.94M
|
-98,634
|
-26%
|
|
|
20
|
|
$3.91M
|
+$2.74M
|
+139,045
|
+121%
|
|
|
21
|
Foresight Wealth Management
Draper,
Utah
|
$3.77M
|
+$443K
|
+22,461
|
+10%
|
|
|
22
|
Derby & Company
Newton,
Massachusetts
|
$3.72M
|
+$4.75M
|
+240,897
|
New
|
|
|
23
|
Foster & Motley
Cincinnati,
Ohio
|
$3.44M
|
+$1.12M
|
+56,695
|
+34%
|
|
|
24
|
PYA Waltman Capital
Knoxville,
Tennessee
|
$3.34M
|
+$41.4K
|
+2,100
|
+1%
|
|
|
25
|
Chilton Capital Management
Houston,
Texas
|
$2.95M
|
+$513K
|
+26,052
|
+16%
|
|
