|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$130M
|
+$9.26M
|
+316,870
|
+8%
|
|
|
2
|
Stadion Money Management
Watkinsville,
Georgia
|
$39.4M
|
+$3.58M
|
+122,584
|
+10%
|
|
|
3
|
Stephens Group Asset Management
Little Rock,
Arkansas
|
$34.6M
|
+$1.3M
|
+44,306
|
+4%
|
|
|
4
|
Stephens Inc
Little Rock,
Arkansas
|
$33.3M
|
-$52K
|
-1,778
|
-0.2%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$20.1M
|
-$339K
|
-11,580
|
-2%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12.6M
|
+$96.9K
|
+3,314
|
+0.8%
|
|
|
7
|
|
$12.5M
|
+$4.61M
|
+157,682
|
+58%
|
|
|
8
|
Legacy Private Trust
Neenah,
Wisconsin
|
$11.7M
|
-$16.1M
|
-549,108
|
-58%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$10.7M
|
-$3.29M
|
-112,398
|
-23%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$6.07M
|
+$389K
|
+13,310
|
+7%
|
|
|
11
|
Signet Financial Management
Parsippany,
New Jersey
|
$5.9M
|
+$959K
|
+32,792
|
+19%
|
|
|
12
|
State Street
Boston,
Massachusetts
|
$3.92M
|
-$5.25M
|
-179,476
|
-57%
|
|
|
13
|
AssetMark Inc
Concord,
California
|
$3.84M
|
+$8.6K
|
+294
|
+0.2%
|
|
|
14
|
IberiaBank
Lafayette,
Louisiana
|
$3.72M
|
+$3.74M
|
+127,898
|
New
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.86M
|
-$237K
|
-8,112
|
-8%
|
|
|
16
|
West Coast Financial
Santa Barbara,
California
|
$2.37M
|
+$894K
|
+30,568
|
+60%
|
|
|
17
|
Wolverine Trading
Chicago,
Illinois
|
$2.14M
|
-$798K
|
-27,294
|
-27%
|
|
|
18
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$2.14M
|
-$253K
|
-8,662
|
-11%
|
|
|
19
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$1.87M
|
+$163K
|
+5,582
|
+9%
|
|
|
20
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$1.81M
|
-$50.2K
|
-1,718
|
-3%
|
|
|
21
|
Snowden Capital Advisors
New York
|
$1.74M
|
+$2.4K
|
+82
|
+0.1%
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$1.54M
|
-$540K
|
-18,486
|
-26%
|
|
|
23
|
Willow Creek Wealth Management
Sebastopol,
California
|
$1.47M
|
+$1.48M
|
+50,692
|
New
|
|
|
24
|
Capital Investment Advisors
Atlanta,
Georgia
|
$1.1M
|
-$172K
|
-5,878
|
-13%
|
|
|
25
|
Cobblestone Capital Advisors
Rochester,
New York
|
$1.05M
|
–
|
–
|
–
|
|
