|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$505M
|
-$5.44M
|
-294,535
|
-1%
|
|
|
2
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$53.1M
|
+$1.26M
|
+68,362
|
+2%
|
|
|
3
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$53.1M
|
+$51.3M
|
+2,776,311
|
+2,453%
|
|
|
4
|
Charles Schwab
San Francisco,
California
|
$47.8M
|
-$2.43M
|
-131,509
|
-5%
|
|
|
5
|
Victory Capital Management
San Antonio,
Texas
|
$46.9M
|
–
|
–
|
–
|
|
|
6
|
Waverly Advisors
Birmingham,
Alabama
|
$43.3M
|
-$3.03M
|
-164,053
|
-7%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$40.3M
|
-$3.98M
|
-215,097
|
-9%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$37.7M
|
+$13M
|
+701,412
|
+52%
|
|
|
9
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$37.7M
|
-$2.58M
|
-139,572
|
-6%
|
|
|
10
|
Fidelity Investments
Boston,
Massachusetts
|
$34.9M
|
+$2.2M
|
+119,285
|
+7%
|
|
|
11
|
|
$27.9M
|
-$6.13M
|
-331,868
|
-18%
|
|
|
12
|
PFS Investments
Duluth,
Georgia
|
$22.7M
|
+$22.8M
|
+1,235,175
|
New
|
|
|
13
|
|
$14.3M
|
-$589K
|
-31,888
|
-4%
|
|
|
14
|
Daiwa Securities Group
Tokyo,
Japan
|
$14.2M
|
-$1.85M
|
-100,000
|
-11%
|
|
|
15
|
Avantax Advisory Services
Dallas,
Texas
|
$11.8M
|
-$69.2K
|
-3,745
|
-0.6%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$11.2M
|
+$325K
|
+17,583
|
+3%
|
|
|
17
|
Goldstein Advisors
Madison,
Wisconsin
|
$9.3M
|
+$228K
|
+12,340
|
+2%
|
|
|
18
|
|
$8.51M
|
+$7.68M
|
+415,538
|
+867%
|
|
|
19
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$7.24M
|
+$1.69M
|
+91,458
|
+30%
|
|
|
20
|
Rothschild Investment LLC
Chicago,
Illinois
|
$6.46M
|
-$187K
|
-10,135
|
-3%
|
|
|
21
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
$6.21M
|
-$182K
|
-9,831
|
-3%
|
|
|
22
|
Corient Private Wealth
Miami,
Florida
|
$5.54M
|
-$684
|
-37
|
-0%
|
|
|
23
|
One Plus One Wealth Management
Jupiter,
Florida
|
$5.16M
|
+$607K
|
+32,821
|
+13%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.42M
|
-$1.58M
|
-85,514
|
-26%
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$4.22M
|
-$517K
|
-27,983
|
-11%
|
|
