|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$79.3M
|
+$26.1M
|
+458,013
|
+35%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$42.3M
|
-$6.48M
|
-113,625
|
-11%
|
|
|
3
|
|
$35.9M
|
+$3.02M
|
+52,874
|
+7%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$24.8M
|
+$14.9M
|
+261,133
|
+91%
|
|
|
5
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$23.5M
|
–
|
–
|
–
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$20.5M
|
-$1.21M
|
-21,240
|
-4%
|
|
|
7
|
Stokes Family Office
New Orleans,
Louisiana
|
$14.4M
|
-$1.16M
|
-20,305
|
-6%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$14.3M
|
-$5.2M
|
-91,208
|
-22%
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$13.2M
|
+$11.9M
|
+208,390
|
+251%
|
|
|
10
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$11M
|
-$130K
|
-2,278
|
-0.9%
|
|
|
11
|
Quaker Wealth Management
Moorestown,
New Jersey
|
$10.9M
|
+$431K
|
+7,554
|
+3%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.96M
|
+$6.22M
|
+108,981
|
+98%
|
|
|
13
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$7.52M
|
-$620K
|
-10,876
|
-6%
|
|
|
14
|
Windsor Creek Advisors
Bethel,
Vermont
|
$6.82M
|
+$3.66M
|
+64,199
|
+74%
|
|
|
15
|
Country Club Trust
Kansas City,
Missouri
|
$6.76M
|
+$666K
|
+11,677
|
+9%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.56M
|
+$1.15M
|
+20,175
|
+16%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$6.42M
|
-$1.37M
|
-23,944
|
-14%
|
|
|
18
|
Busey Bank
Urbana,
Illinois
|
$6.35M
|
-$207K
|
-3,621
|
-3%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.7M
|
+$36.5M
|
+640,156
|
New
|
|
|
20
|
Capital Investment Advisors
Atlanta,
Georgia
|
$5.61M
|
-$35.2M
|
-617,668
|
-83%
|
|
|
21
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$5.4M
|
-$155K
|
-2,712
|
-2%
|
|
|
22
|
|
$4.83M
|
+$309K
|
+5,415
|
+5%
|
|
|
23
|
Stephens Inc
Little Rock,
Arkansas
|
$4.66M
|
+$601K
|
+10,538
|
+11%
|
|
|
24
|
Victory Capital Management
San Antonio,
Texas
|
$4.61M
|
+$2.9M
|
+50,900
|
+100%
|
|
|
25
|
Charles Schwab Trust
Henderson,
Nevada
|
$4.58M
|
+$4.7M
|
+82,447
|
+440%
|
|
