|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$394M
|
+$524K
|
+26,964
|
+0.1%
|
|
|
2
|
Charles Schwab
San Francisco,
California
|
$146M
|
+$2M
|
+102,993
|
+1%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$59.3M
|
+$834K
|
+42,899
|
+1%
|
|
|
4
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$51M
|
+$735K
|
+37,834
|
+1%
|
|
|
5
|
Fidelity Investments
Boston,
Massachusetts
|
$48.6M
|
-$96.4M
|
-4,961,208
|
-65%
|
|
|
6
|
Victory Capital Management
San Antonio,
Texas
|
$46.4M
|
–
|
–
|
–
|
|
|
7
|
Waverly Advisors
Birmingham,
Alabama
|
$44.4M
|
+$1.55M
|
+79,697
|
+3%
|
|
|
8
|
|
$44.3M
|
+$2.3M
|
+118,389
|
+5%
|
|
|
9
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$40.9M
|
-$1.12M
|
-57,860
|
-3%
|
|
|
10
|
Daiwa Securities Group
Tokyo,
Japan
|
$15.8M
|
+$10.6M
|
+546,000
|
+168%
|
|
|
11
|
|
$14.4M
|
-$485K
|
-24,954
|
-3%
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$13.4M
|
-$711K
|
-36,597
|
-5%
|
|
|
13
|
Avantax Advisory Services
Dallas,
Texas
|
$11.1M
|
-$122K
|
-6,278
|
-1%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$10.4M
|
-$4.31M
|
-221,903
|
-28%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$9.15M
|
-$389K
|
-20,035
|
-4%
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$8.98M
|
+$9.61M
|
+494,394
|
New
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$8.11M
|
+$3.04M
|
+156,422
|
+54%
|
|
|
18
|
Rothschild Investment LLC
Chicago,
Illinois
|
$7.34M
|
-$352K
|
-18,120
|
-4%
|
|
|
19
|
|
$7.13M
|
+$6.43M
|
+330,944
|
+540%
|
|
|
20
|
Colony Group
Boston,
Massachusetts
|
$6.36M
|
+$273K
|
+14,039
|
+4%
|
|
|
21
|
Foresight Wealth Management
Draper,
Utah
|
$5.23M
|
+$83.5K
|
+4,300
|
+2%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.15M
|
+$787K
|
+40,515
|
+17%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$4.62M
|
+$2.26M
|
+116,470
|
+84%
|
|
|
24
|
Kore Private Wealth
New York
|
$4.62M
|
-$292K
|
-15,053
|
-6%
|
|
|
25
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
$3.81M
|
+$1.01M
|
+51,821
|
+33%
|
|
