|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$173M
|
-$6.42M
|
-384,136
|
-4%
|
|
|
2
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$109M
|
+$31.9M
|
+1,908,126
|
+43%
|
|
|
3
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$74.4M
|
+$10.1M
|
+603,641
|
+16%
|
|
|
4
|
Victory Capital Management
San Antonio,
Texas
|
$55.9M
|
–
|
–
|
–
|
|
|
5
|
|
$54M
|
+$4.84M
|
+289,712
|
+10%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$38.8M
|
-$1.28M
|
-76,768
|
-3%
|
|
|
7
|
Waverly Advisors
Birmingham,
Alabama
|
$33.7M
|
+$2.06M
|
+122,965
|
+7%
|
|
|
8
|
Fidelity Investments
Boston,
Massachusetts
|
$29.5M
|
-$14.7M
|
-881,558
|
-34%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$27.6M
|
+$2.1M
|
+125,716
|
+9%
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$13.8M
|
+$6.16M
|
+368,425
|
+85%
|
|
|
11
|
|
$12.7M
|
-$4.48M
|
-268,079
|
-27%
|
|
|
12
|
Avantax Advisory Services
Dallas,
Texas
|
$11.8M
|
-$64.8M
|
-3,873,955
|
-85%
|
|
|
13
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$11.4M
|
+$102K
|
+6,106
|
+0.9%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.54M
|
+$466K
|
+27,870
|
+7%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.23M
|
+$68.9K
|
+4,122
|
+1%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.65M
|
-$21.7M
|
-1,299,285
|
-80%
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.93M
|
+$3.93M
|
+235,254
|
+474%
|
|
|
18
|
Foresight Wealth Management
Draper,
Utah
|
$4.56M
|
+$326K
|
+19,492
|
+8%
|
|
|
19
|
Derby & Company
Newton,
Massachusetts
|
$4.2M
|
+$32.9K
|
+1,969
|
+0.8%
|
|
|
20
|
PYA Waltman Capital
Knoxville,
Tennessee
|
$4.02M
|
+$273K
|
+16,334
|
+8%
|
|
|
21
|
Foster & Motley
Cincinnati,
Ohio
|
$3.75M
|
-$103K
|
-6,179
|
-3%
|
|
|
22
|
|
$3.73M
|
-$633K
|
-37,886
|
-15%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$3.42M
|
-$1.36M
|
-81,282
|
-29%
|
|
|
24
|
Chilton Capital Management
Houston,
Texas
|
$3.29M
|
-$17.9K
|
-1,070
|
-0.6%
|
|
|
25
|
6 Meridian
Wichita,
Kansas
|
$2.91M
|
-$88.4K
|
-5,289
|
-3%
|
|
