|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$509M
|
+$7.81M
|
+432,014
|
+2%
|
|
|
2
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$52.4M
|
+$79.6K
|
+4,404
|
+0.2%
|
|
|
3
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$52.4M
|
+$79.6K
|
+4,404
|
+0.2%
|
|
|
4
|
|
$49.3M
|
+$26.9M
|
+1,489,651
|
+136%
|
|
|
5
|
Victory Capital Management
San Antonio,
Texas
|
$48.8M
|
–
|
–
|
–
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$48.6M
|
+$9.58M
|
+529,896
|
+26%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$42.6M
|
-$117K
|
-6,485
|
-0.3%
|
|
|
8
|
Fidelity Investments
Boston,
Massachusetts
|
$33.4M
|
-$362K
|
-20,011
|
-1%
|
|
|
9
|
Bank of New York Mellon
New York
|
$24M
|
+$549K
|
+30,353
|
+2%
|
|
|
10
|
|
$14.4M
|
-$23K
|
-1,274
|
-0.2%
|
|
|
11
|
|
$11.9M
|
+$2.06M
|
+114,090
|
+23%
|
|
|
12
|
Avantax Advisory Services
Dallas,
Texas
|
$11.5M
|
-$632K
|
-34,967
|
-6%
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$11.4M
|
-$453K
|
-25,083
|
-4%
|
|
|
14
|
Arlington Financial Advisors
Santa Barbara,
California
|
$10.6M
|
+$10.1M
|
+556,415
|
New
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$10.2M
|
-$2.37M
|
-131,195
|
-20%
|
|
|
16
|
Goldstein Advisors
Madison,
Wisconsin
|
$10.1M
|
+$76.3K
|
+4,218
|
+0.8%
|
|
|
17
|
Daiwa Securities Group
Tokyo,
Japan
|
$9.46M
|
-$8.61M
|
-476,100
|
-49%
|
|
|
18
|
|
$8.73M
|
+$5.53M
|
+306,065
|
+203%
|
|
|
19
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$7.6M
|
-$8.55K
|
-473
|
-0.1%
|
|
|
20
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
$7.25M
|
+$309K
|
+17,080
|
+5%
|
|
|
21
|
One Plus One Wealth Management
Jupiter,
Florida
|
$6.53M
|
+$3.66M
|
+202,267
|
+145%
|
|
|
22
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$5.4M
|
+$107K
|
+5,906
|
+2%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.3M
|
-$681K
|
-37,656
|
-14%
|
|
|
24
|
Foster & Motley
Cincinnati,
Ohio
|
$3.92M
|
-$124K
|
-6,859
|
-3%
|
|
|
25
|
Rothschild Investment LLC
Chicago,
Illinois
|
$3.5M
|
-$2.7M
|
-149,204
|
-45%
|
|
