|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$505M
|
-$13.9M
|
-732,761
|
-3%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$51.8M
|
+$2.19M
|
+115,136
|
+5%
|
|
|
3
|
Victory Capital Management
San Antonio,
Texas
|
$49.7M
|
–
|
–
|
–
|
|
|
4
|
|
$48.2M
|
-$2.07M
|
-108,736
|
-4%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$44M
|
+$694K
|
+36,465
|
+2%
|
|
|
6
|
Fidelity Investments
Boston,
Massachusetts
|
$34.1M
|
+$94.2K
|
+4,953
|
+0.3%
|
|
|
7
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$26M
|
-$27.5M
|
-1,445,969
|
-52%
|
|
|
8
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$26M
|
-$27.5M
|
-1,445,969
|
-52%
|
|
|
9
|
Bank of New York Mellon
New York
|
$24.6M
|
+$181K
|
+9,518
|
+0.8%
|
|
|
10
|
|
$18.8M
|
+$4.1M
|
+215,712
|
+29%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$18.6M
|
+$8.02M
|
+421,463
|
+79%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$16.7M
|
+$13.3M
|
+701,677
|
+453%
|
|
|
13
|
Daiwa Securities Group
Tokyo,
Japan
|
$14.9M
|
+$5.14M
|
+270,000
|
+54%
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
$12M
|
+$417K
|
+21,914
|
+4%
|
|
|
15
|
|
$11M
|
-$1.04M
|
-54,937
|
-9%
|
|
|
16
|
Goldstein Advisors
Madison,
Wisconsin
|
$10.9M
|
+$612K
|
+32,167
|
+6%
|
|
|
17
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$7.77M
|
+$29.9K
|
+1,573
|
+0.4%
|
|
|
18
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
$7.34M
|
-$51.4K
|
-2,702
|
-0.7%
|
|
|
19
|
Avantax Advisory Services
Dallas,
Texas
|
$5.85M
|
-$5.69M
|
-299,407
|
-50%
|
|
|
20
|
One Plus One Wealth Management
Jupiter,
Florida
|
$5.04M
|
-$1.58M
|
-82,812
|
-24%
|
|
|
21
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$4.66M
|
-$817K
|
-42,978
|
-15%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.08M
|
-$292K
|
-15,331
|
-7%
|
|
|
23
|
Johnson & White Wealth Management
York,
Pennsylvania
|
$3.91M
|
+$548K
|
+28,804
|
+17%
|
|
|
24
|
Foster & Motley
Cincinnati,
Ohio
|
$3.89M
|
-$97.2K
|
-5,108
|
-2%
|
|
|
25
|
Old Mission Capital
Chicago,
Illinois
|
$3.64M
|
+$3.56M
|
+187,069
|
New
|
|
