|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$209M
|
+$34.1M
|
+1,860,260
|
+19%
|
|
|
2
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$109M
|
-$1.34M
|
-73,264
|
-1%
|
|
|
3
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$75.4M
|
-$124K
|
-6,765
|
-0.2%
|
|
|
4
|
|
$69.6M
|
+$15.4M
|
+841,441
|
+27%
|
|
|
5
|
Victory Capital Management
San Antonio,
Texas
|
$48.2M
|
-$8.96M
|
-488,458
|
-15%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$32.6M
|
-$7.06M
|
-384,826
|
-17%
|
|
|
7
|
Waverly Advisors
Birmingham,
Alabama
|
$32.1M
|
+$570K
|
+31,100
|
+2%
|
|
|
8
|
Fidelity Investments
Boston,
Massachusetts
|
$30.4M
|
+$438K
|
+23,887
|
+1%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$29M
|
+$1.08M
|
+58,959
|
+4%
|
|
|
10
|
Avantax Advisory Services
Dallas,
Texas
|
$17M
|
+$5.2M
|
+283,362
|
+41%
|
|
|
11
|
|
$12.6M
|
-$257K
|
-13,991
|
-2%
|
|
|
12
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$11.8M
|
+$193K
|
+10,552
|
+2%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.47M
|
-$187K
|
-10,221
|
-2%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.12M
|
-$212K
|
-11,587
|
-3%
|
|
|
15
|
Foresight Wealth Management
Draper,
Utah
|
$5.13M
|
+$525K
|
+28,616
|
+11%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.08M
|
-$682K
|
-37,193
|
-11%
|
|
|
17
|
Derby & Company
Newton,
Massachusetts
|
$4.35M
|
+$90.2K
|
+4,917
|
+2%
|
|
|
18
|
PYA Waltman Capital
Knoxville,
Tennessee
|
$4.21M
|
+$129K
|
+7,044
|
+3%
|
|
|
19
|
Rothschild Investment LLC
Chicago,
Illinois
|
$4.21M
|
+$2.11M
|
+115,190
|
+93%
|
|
|
20
|
Foster & Motley
Cincinnati,
Ohio
|
$3.75M
|
-$54K
|
-2,946
|
-1%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$3.29M
|
-$189K
|
-10,326
|
-5%
|
|
|
22
|
Chilton Capital Management
Houston,
Texas
|
$3.19M
|
-$152K
|
-8,311
|
-4%
|
|
|
23
|
Citadel Advisors
Miami,
Florida
|
$2.96M
|
-$11.6M
|
-631,819
|
-79%
|
|
|
24
|
6 Meridian
Wichita,
Kansas
|
$2.9M
|
-$54.8K
|
-2,991
|
-2%
|
|
|
25
|
Alexandria Capital
Arlington,
Virginia
|
$2.81M
|
+$1.17M
|
+63,952
|
+67%
|
|
