|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$468M
|
-$10.4M
|
-558,193
|
-2%
|
|
|
2
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$49.5M
|
-$50.2M
|
-2,698,595
|
-49%
|
|
|
3
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$49.5M
|
-$50.2M
|
-2,698,595
|
-49%
|
|
|
4
|
Victory Capital Management
San Antonio,
Texas
|
$45.5M
|
–
|
–
|
–
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$39.7M
|
+$222K
|
+11,930
|
+0.5%
|
|
|
6
|
Waverly Advisors
Birmingham,
Alabama
|
$37.3M
|
-$2.35M
|
-126,125
|
-6%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$35.9M
|
-$1.05M
|
-56,572
|
-3%
|
|
|
8
|
Fidelity Investments
Boston,
Massachusetts
|
$31.5M
|
-$1.66M
|
-89,020
|
-5%
|
|
|
9
|
Bank of New York Mellon
New York
|
$21.8M
|
+$22.8M
|
+1,223,987
|
New
|
|
|
10
|
|
$19.5M
|
+$1.71M
|
+92,045
|
+9%
|
|
|
11
|
Daiwa Securities Group
Tokyo,
Japan
|
$17.3M
|
–
|
–
|
–
|
|
|
12
|
|
$13.4M
|
-$758K
|
-40,700
|
-5%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$11.8M
|
+$8.16M
|
+438,433
|
+194%
|
|
|
14
|
Avantax Advisory Services
Dallas,
Texas
|
$11.3M
|
+$56.8K
|
+3,051
|
+0.5%
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
$11.1M
|
-$208K
|
-11,154
|
-2%
|
|
|
16
|
Goldstein Advisors
Madison,
Wisconsin
|
$9.36M
|
+$384K
|
+20,646
|
+4%
|
|
|
17
|
|
$9.04M
|
+$1.28M
|
+68,898
|
+16%
|
|
|
18
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$7.1M
|
+$19.6K
|
+1,052
|
+0.3%
|
|
|
19
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
$6.46M
|
+$306K
|
+16,447
|
+5%
|
|
|
20
|
Rothschild Investment LLC
Chicago,
Illinois
|
$5.92M
|
-$367K
|
-19,725
|
-6%
|
|
|
21
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$4.93M
|
+$5.15M
|
+276,647
|
New
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.68M
|
-$255K
|
-13,712
|
-5%
|
|
|
23
|
Foster & Motley
Cincinnati,
Ohio
|
$3.78M
|
-$21.9K
|
-1,177
|
-0.6%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$3.65M
|
-$726K
|
-39,005
|
-16%
|
|
|
25
|
KWB Wealth
Redlands,
California
|
$3.11M
|
-$100K
|
-5,382
|
-3%
|
|
