|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$490M
|
+$16.7M
|
+984,301
|
+4%
|
|
|
2
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$49.7M
|
+$384K
|
+22,572
|
+0.8%
|
|
|
3
|
Charles Schwab
San Francisco,
California
|
$48.2M
|
-$95.8M
|
-5,629,397
|
-67%
|
|
|
4
|
Victory Capital Management
San Antonio,
Texas
|
$45M
|
–
|
–
|
–
|
|
|
5
|
Waverly Advisors
Birmingham,
Alabama
|
$44.4M
|
-$1.2M
|
-70,448
|
-3%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$42.5M
|
-$3.73M
|
-219,240
|
-8%
|
|
|
7
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$38.6M
|
-$945K
|
-55,565
|
-2%
|
|
|
8
|
|
$32.7M
|
-$1.35M
|
-79,205
|
-4%
|
|
|
9
|
Fidelity Investments
Boston,
Massachusetts
|
$31.4M
|
-$1.93M
|
-113,372
|
-6%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$23.8M
|
+$6.72M
|
+394,852
|
+41%
|
|
|
11
|
Daiwa Securities Group
Tokyo,
Japan
|
$15.4M
|
–
|
–
|
–
|
|
|
12
|
|
$14.3M
|
-$783K
|
-46,019
|
-5%
|
|
|
13
|
|
$11.9M
|
+$10.8M
|
+634,918
|
+1,548%
|
|
|
14
|
Avantax Advisory Services
Dallas,
Texas
|
$11.4M
|
+$279K
|
+16,415
|
+3%
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
$10.5M
|
-$312K
|
-18,334
|
-3%
|
|
|
16
|
Goldstein Advisors
Madison,
Wisconsin
|
$8.7M
|
+$8.4M
|
+493,929
|
New
|
|
|
17
|
Rothschild Investment LLC
Chicago,
Illinois
|
$6.38M
|
-$528K
|
-31,005
|
-8%
|
|
|
18
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
$6.13M
|
+$2.3M
|
+134,941
|
+63%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.75M
|
+$2.09M
|
+122,916
|
+60%
|
|
|
20
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$5.33M
|
+$2.73M
|
+160,347
|
+113%
|
|
|
21
|
Corient Private Wealth
Miami,
Florida
|
$5.31M
|
+$4.84M
|
+284,484
|
New
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$4.54M
|
+$1.98M
|
+116,408
|
+82%
|
|
|
23
|
Sepio Capital
Salt Lake City,
Utah
|
$4.41M
|
+$7.38K
|
+434
|
+0.2%
|
|
|
24
|
One Plus One Wealth Management
Jupiter,
Florida
|
$4.38M
|
+$916K
|
+53,829
|
+28%
|
|
|
25
|
Citadel Advisors
Miami,
Florida
|
$4.23M
|
+$4.09M
|
+240,141
|
New
|
|
