|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$434M
|
+$91.6M
|
+5,148,245
|
+24%
|
|
|
2
|
Charles Schwab
San Francisco,
California
|
$135M
|
+$6.11M
|
+343,289
|
+4%
|
|
|
3
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$45.3M
|
-$150K
|
-8,409
|
-0.3%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$42.6M
|
-$11.5M
|
-648,021
|
-20%
|
|
|
5
|
Waverly Advisors
Birmingham,
Alabama
|
$42M
|
+$2.69M
|
+151,270
|
+6%
|
|
|
6
|
Victory Capital Management
San Antonio,
Texas
|
$41.3M
|
–
|
–
|
–
|
|
|
7
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$36.4M
|
-$66.7K
|
-3,752
|
-0.2%
|
|
|
8
|
|
$31.3M
|
-$9.04M
|
-508,101
|
-21%
|
|
|
9
|
Fidelity Investments
Boston,
Massachusetts
|
$30.6M
|
-$13.9M
|
-781,851
|
-29%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$15.5M
|
+$6.85M
|
+385,040
|
+67%
|
|
|
11
|
Daiwa Securities Group
Tokyo,
Japan
|
$14.1M
|
–
|
–
|
–
|
|
|
12
|
|
$13.9M
|
+$1.21M
|
+67,973
|
+9%
|
|
|
13
|
Avantax Advisory Services
Dallas,
Texas
|
$10.2M
|
+$368K
|
+20,679
|
+3%
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
$9.91M
|
-$2.2M
|
-123,688
|
-17%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$8.41M
|
+$289K
|
+16,245
|
+3%
|
|
|
16
|
Rothschild Investment LLC
Chicago,
Illinois
|
$6.36M
|
-$200K
|
-11,246
|
-3%
|
|
|
17
|
Colony Group
Boston,
Massachusetts
|
$5.65M
|
-$19.2K
|
-1,081
|
-0.3%
|
|
|
18
|
|
$5.62M
|
-$794K
|
-44,638
|
-11%
|
|
|
19
|
Foresight Wealth Management
Draper,
Utah
|
$4.61M
|
-$47.4K
|
-2,663
|
-0.9%
|
|
|
20
|
Kore Private Wealth
New York
|
$4.25M
|
+$146K
|
+8,225
|
+3%
|
|
|
21
|
Sepio Capital
Salt Lake City,
Utah
|
$4.04M
|
+$3.06M
|
+171,957
|
+221%
|
|
|
22
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
$3.45M
|
+$60.2K
|
+3,383
|
+2%
|
|
|
23
|
Foster & Motley
Cincinnati,
Ohio
|
$3.34M
|
+$398K
|
+22,352
|
+12%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.29M
|
-$1.42M
|
-80,060
|
-28%
|
|
|
25
|
One Plus One Wealth Management
Jupiter,
Florida
|
$3.15M
|
+$381K
|
+21,450
|
+12%
|
|
