|
1
|
Charles Schwab
San Francisco,
California
|
$540M
|
-$5.72M
|
-279,056
|
-1%
|
|
|
2
|
Victory Capital Management
San Antonio,
Texas
|
$56M
|
–
|
–
|
–
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$49.4M
|
-$8.07M
|
-393,751
|
-15%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$49M
|
-$1.48M
|
-72,143
|
-3%
|
|
|
5
|
Fidelity Investments
Boston,
Massachusetts
|
$42.2M
|
+$2.41M
|
+117,740
|
+7%
|
|
|
6
|
Daiwa Securities Group
Tokyo,
Japan
|
$28.4M
|
+$2.05M
|
+100,000
|
+8%
|
|
|
7
|
Bank of New York Mellon
New York
|
$27.2M
|
-$128K
|
-6,237
|
-0.5%
|
|
|
8
|
|
$19.8M
|
-$66.2K
|
-3,231
|
-0.4%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$19.1M
|
+$336K
|
+16,390
|
+2%
|
|
|
10
|
HighTower Advisors
Chicago,
Illinois
|
$12.1M
|
+$574K
|
+28,041
|
+5%
|
|
|
11
|
|
$10.7M
|
-$1.61M
|
-78,357
|
-14%
|
|
|
12
|
|
$9.68M
|
-$37.2M
|
-1,814,318
|
-80%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$9.59M
|
-$1.23M
|
-60,225
|
-12%
|
|
|
14
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
$9.28M
|
+$359K
|
+17,539
|
+4%
|
|
|
15
|
|
$8.78M
|
+$918K
|
+44,801
|
+13%
|
|
|
16
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$8.74M
|
+$84.4K
|
+4,122
|
+1%
|
|
|
17
|
Old Mission Capital
Chicago,
Illinois
|
$7.9M
|
-$3.55M
|
-173,393
|
-33%
|
|
|
18
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$5.83M
|
-$918K
|
-44,791
|
-14%
|
|
|
19
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$5.83M
|
-$918K
|
-44,791
|
-14%
|
|
|
20
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$5.55M
|
+$366K
|
+17,888
|
+8%
|
|
|
21
|
Johnson & White Wealth Management
York,
Pennsylvania
|
$5.28M
|
+$319K
|
+15,592
|
+7%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.75M
|
+$579K
|
+28,247
|
+15%
|
|
|
23
|
Aries Wealth Management
Portland,
Maine
|
$4.42M
|
-$41K
|
-2,000
|
-1%
|
|
|
24
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$4.13M
|
+$19.6K
|
+955
|
+0.5%
|
|
|
25
|
Foster & Motley
Cincinnati,
Ohio
|
$4.05M
|
-$47.4K
|
-2,313
|
-1%
|
|
