|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$261M
|
-$7.16M
|
-308,387
|
-3%
|
|
|
2
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$120M
|
-$2.26M
|
-97,425
|
-2%
|
|
|
3
|
Charles Schwab
San Francisco,
California
|
$113M
|
-$4.59M
|
-197,915
|
-4%
|
|
|
4
|
|
$83.6M
|
-$2.19M
|
-94,247
|
-3%
|
|
|
5
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$82.7M
|
-$13.6M
|
-586,884
|
-14%
|
|
|
6
|
Victory Capital Management
San Antonio,
Texas
|
$59.6M
|
-$963K
|
-41,467
|
-2%
|
|
|
7
|
Fidelity Investments
Boston,
Massachusetts
|
$58.2M
|
+$11.6M
|
+500,910
|
+25%
|
|
|
8
|
Waverly Advisors
Birmingham,
Alabama
|
$46.8M
|
+$1.71M
|
+73,663
|
+4%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$27.7M
|
+$1.5M
|
+64,695
|
+6%
|
|
|
10
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$16.9M
|
+$370K
|
+15,951
|
+2%
|
|
|
11
|
|
$16.4M
|
-$99.5K
|
-4,285
|
-0.6%
|
|
|
12
|
Avantax Advisory Services
Dallas,
Texas
|
$14.4M
|
+$294K
|
+12,646
|
+2%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$14.1M
|
+$309K
|
+13,320
|
+2%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$12.7M
|
+$2.4M
|
+103,367
|
+23%
|
|
|
15
|
Alexandria Capital
Arlington,
Virginia
|
$10.6M
|
+$655K
|
+28,225
|
+7%
|
|
|
16
|
Rothschild Investment LLC
Chicago,
Illinois
|
$9.18M
|
+$1.05M
|
+45,042
|
+13%
|
|
|
17
|
Daiwa Securities Group
Tokyo,
Japan
|
$7.67M
|
+$6.34M
|
+273,000
|
+491%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.26M
|
+$652K
|
+28,103
|
+10%
|
|
|
19
|
Derby & Company
Newton,
Massachusetts
|
$6.95M
|
+$311K
|
+13,378
|
+5%
|
|
|
20
|
Foresight Wealth Management
Draper,
Utah
|
$6.62M
|
-$126K
|
-5,410
|
-2%
|
|
|
21
|
PYA Waltman Capital
Knoxville,
Tennessee
|
$6.48M
|
+$299K
|
+12,885
|
+5%
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$6.3M
|
+$250K
|
+10,767
|
+4%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$6.08M
|
+$1.01M
|
+43,627
|
+20%
|
|
|
24
|
One Plus One Wealth Management
Jupiter,
Florida
|
$5.56M
|
+$1.65M
|
+71,073
|
+43%
|
|
|
25
|
LPL Financial
San Diego,
California
|
$5.49M
|
+$1.01M
|
+43,607
|
+23%
|
|
