|
1
|
Charles Schwab
San Francisco,
California
|
$5.22B
|
-$1.5B
|
-42,027,324
|
-23%
|
|
|
2
|
Waddell & Associates
Memphis,
Tennessee
|
$110M
|
+$331K
|
+9,286
|
+0.3%
|
|
|
3
|
Boulay Financial Advisors
Eden Prairie,
Minnesota
|
$102M
|
+$95.9M
|
+2,689,045
|
New
|
|
|
4
|
Steele Capital Management
Dubuque,
Iowa
|
$82.8M
|
+$2.45M
|
+68,568
|
+3%
|
|
|
5
|
Prairiewood Capital
Fargo,
North Dakota
|
$79.5M
|
+$1.23M
|
+34,459
|
+2%
|
|
|
6
|
Clearstead Advisors
Cleveland,
Ohio
|
$75M
|
-$63.2M
|
-1,771,423
|
-47%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$56.9M
|
+$606K
|
+16,985
|
+1%
|
|
|
8
|
Vantagepoint Investment Advisers
Washington,
District of Columbia
|
$55M
|
–
|
–
|
–
|
|
|
9
|
|
$46.8M
|
-$1.32M
|
-36,916
|
-3%
|
|
|
10
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
$44.7M
|
+$592K
|
+16,609
|
+1%
|
|
|
11
|
|
$43.1M
|
+$110K
|
+3,077
|
+0.3%
|
|
|
12
|
Solitude Financial Services
Charlottesville,
Virginia
|
$39.8M
|
+$605K
|
+16,954
|
+2%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$36.6M
|
+$2.18M
|
+61,018
|
+7%
|
|
|
14
|
Ironwood Investment Counsel
Scottsdale,
Arizona
|
$34.5M
|
-$1.18M
|
-33,047
|
-4%
|
|
|
15
|
First Pacific Financial
Vancouver,
Washington
|
$33.7M
|
+$215K
|
+6,039
|
+0.7%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$30.6M
|
-$4.1M
|
-114,821
|
-13%
|
|
|
17
|
AlphaCore Capital
La Jolla,
California
|
$30.5M
|
-$649K
|
-18,194
|
-2%
|
|
|
18
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$29M
|
-$309K
|
-8,670
|
-1%
|
|
|
19
|
Savant Capital
Rockford,
Illinois
|
$26.4M
|
+$16.6M
|
+466,452
|
+175%
|
|
|
20
|
Gemmer Asset Management
Walnut Creek,
California
|
$25M
|
+$328K
|
+9,208
|
+1%
|
|
|
21
|
Trilogy Capital
Irvine,
California
|
$23.7M
|
+$69.7K
|
+1,953
|
+0.3%
|
|
|
22
|
Wealth Forward LLC
Fargo,
North Dakota
|
$23M
|
+$415K
|
+11,634
|
+2%
|
|
|
23
|
Seven Springs Wealth Group
Brentwood,
Tennessee
|
$22.8M
|
+$960K
|
+26,915
|
+5%
|
|
|
24
|
HORAN Wealth
Cincinnati,
Ohio
|
$22M
|
+$35.4K
|
+992
|
+0.2%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$21.3M
|
+$15.8M
|
+441,741
|
+377%
|
|
