|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$110M
|
-$22.5M
|
-773,372
|
-17%
|
|
|
2
|
Stephens Group Asset Management
Little Rock,
Arkansas
|
$32.5M
|
-$2.84M
|
-97,568
|
-8%
|
|
|
3
|
Stephens Inc
Little Rock,
Arkansas
|
$32.4M
|
-$1.68M
|
-57,636
|
-5%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$18.8M
|
-$1.77M
|
-60,614
|
-9%
|
|
|
5
|
|
$16.5M
|
+$3.64M
|
+124,948
|
+29%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$12.5M
|
+$1.5M
|
+51,530
|
+14%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.9M
|
+$8.74M
|
+299,858
|
+305%
|
|
|
8
|
Legacy Private Trust
Neenah,
Wisconsin
|
$11.7M
|
-$305K
|
-10,474
|
-3%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.21M
|
-$3.61M
|
-123,952
|
-29%
|
|
|
10
|
Willow Creek Wealth Management
Sebastopol,
California
|
$8.37M
|
+$6.71M
|
+230,322
|
+454%
|
|
|
11
|
IberiaBank
Lafayette,
Louisiana
|
$7.67M
|
+$3.78M
|
+129,564
|
+101%
|
|
|
12
|
Flow Traders U.S.
New York
|
$7.47M
|
+$7.31M
|
+250,770
|
New
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$7.06M
|
+$961K
|
+32,988
|
+16%
|
|
|
14
|
Signet Financial Management
Parsippany,
New Jersey
|
$6.16M
|
+$111K
|
+3,824
|
+2%
|
|
|
15
|
S.R. Schill & Associates
Mercer Island,
Washington
|
$5.98M
|
+$5.85M
|
+200,726
|
New
|
|
|
16
|
State Street
Boston,
Massachusetts
|
$5.94M
|
+$1.89M
|
+64,990
|
+48%
|
|
|
17
|
Redwood Investment Management
Scottsdale,
Arizona
|
$5.59M
|
+$5.47M
|
+187,760
|
New
|
|
|
18
|
TPG Financial Advisors
Portland,
Oregon
|
$4.31M
|
+$4.21M
|
+144,634
|
New
|
|
|
19
|
AssetMark Inc
Concord,
California
|
$3.67M
|
-$251K
|
-8,604
|
-7%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$3.6M
|
+$1.97M
|
+67,756
|
+128%
|
|
|
21
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$2.45M
|
+$2.4M
|
+82,452
|
New
|
|
|
22
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$2.07M
|
-$117K
|
-4,016
|
-5%
|
|
|
23
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$1.81M
|
-$107K
|
-3,658
|
-6%
|
|
|
24
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$1.8M
|
-$48.7K
|
-1,672
|
-3%
|
|
|
25
|
Snowden Capital Advisors
New York
|
$1.71M
|
-$72.9K
|
-2,502
|
-4%
|
|
