|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$324M
|
+$67.9M
|
+3,037,067
|
+26%
|
|
|
2
|
Charles Schwab
San Francisco,
California
|
$111M
|
+$5.26M
|
+235,302
|
+5%
|
|
|
3
|
Fidelity Investments
Boston,
Massachusetts
|
$76.1M
|
-$6.75M
|
-301,865
|
-8%
|
|
|
4
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$59.8M
|
+$9.57M
|
+428,233
|
+19%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$59.3M
|
+$14.9M
|
+665,071
|
+32%
|
|
|
6
|
|
$57.4M
|
-$12.6M
|
-562,162
|
-18%
|
|
|
7
|
Victory Capital Management
San Antonio,
Texas
|
$55.9M
|
–
|
–
|
–
|
|
|
8
|
Waverly Advisors
Birmingham,
Alabama
|
$52.5M
|
+$1.93M
|
+86,318
|
+4%
|
|
|
9
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$50.4M
|
-$44.6M
|
-1,993,157
|
-46%
|
|
|
10
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$26.8M
|
-$90.1K
|
-4,031
|
-0.3%
|
|
|
11
|
|
$16.7M
|
+$1.03M
|
+46,160
|
+6%
|
|
|
12
|
Avantax Advisory Services
Dallas,
Texas
|
$14.4M
|
+$327K
|
+14,607
|
+2%
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$13.8M
|
+$11.7M
|
+522,031
|
+481%
|
|
|
14
|
Daiwa Securities Group
Tokyo,
Japan
|
$13.7M
|
+$5.5M
|
+246,000
|
+65%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$12.4M
|
+$280K
|
+12,544
|
+2%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$11.5M
|
-$2.28M
|
-102,174
|
-16%
|
|
|
17
|
Rothschild Investment LLC
Chicago,
Illinois
|
$9.41M
|
+$638K
|
+28,535
|
+7%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9M
|
+$1.58M
|
+70,651
|
+21%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$7.58M
|
+$1.95M
|
+87,112
|
+34%
|
|
|
20
|
Foresight Wealth Management
Draper,
Utah
|
$6.21M
|
+$35.1K
|
+1,570
|
+0.6%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$5.73M
|
-$193K
|
-8,636
|
-3%
|
|
|
22
|
Kore Private Wealth
New York
|
$5.68M
|
+$117K
|
+5,234
|
+2%
|
|
|
23
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$5.08M
|
+$1.02M
|
+45,578
|
+25%
|
|
|
24
|
Chilton Capital Management
Houston,
Texas
|
$4.84M
|
+$215K
|
+9,621
|
+5%
|
|
|
25
|
Foster & Motley
Cincinnati,
Ohio
|
$4.1M
|
-$12.4K
|
-555
|
-0.3%
|
|
