|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$2.21B
|
+$598M
|
+33,759,702
|
+25%
|
|
|
2
|
Clarius Group LLC
Seattle,
Washington
|
$27.9M
|
+$13.7M
|
+771,260
|
+56%
|
|
|
3
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$17.5M
|
-$5.1M
|
-287,646
|
-17%
|
|
|
4
|
Waddell & Associates
Memphis,
Tennessee
|
$15.4M
|
+$19.5M
|
+1,100,198
|
+1,183%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$12.4M
|
-$5.96M
|
-335,984
|
-37%
|
|
|
6
|
|
$10.5M
|
+$7.55M
|
+425,836
|
+111%
|
|
|
7
|
Your Advocates Ltd
Houston,
Texas
|
$8.49M
|
+$9.9M
|
+558,830
|
+572%
|
|
|
8
|
Capital One Financial
Mclean,
Virginia
|
$8.22M
|
+$11.3M
|
+635,170
|
New
|
|
|
9
|
Arlington Financial Advisors
Santa Barbara,
California
|
$8.13M
|
+$2.22M
|
+125,036
|
+25%
|
|
|
10
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$8.05M
|
+$1.66M
|
+93,814
|
+18%
|
|
|
11
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$7.9M
|
+$1.66M
|
+93,642
|
+18%
|
|
|
12
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
$7.7M
|
+$730K
|
+41,166
|
+7%
|
|
|
13
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$6.56M
|
+$1.77M
|
+99,832
|
+24%
|
|
|
14
|
Brouwer & Janachowski
Mill Valley,
California
|
$6.07M
|
-$192K
|
-10,832
|
-2%
|
|
|
15
|
Janiczek Wealth Management
Denver,
Colorado
|
$5.66M
|
-$7.32M
|
-412,868
|
-49%
|
|
|
16
|
DWM Financial Group
Palatine,
Illinois
|
$4.78M
|
-$1.45M
|
-81,772
|
-18%
|
|
|
17
|
Foster & Motley
Cincinnati,
Ohio
|
$4.39M
|
+$5.2M
|
+293,172
|
+637%
|
|
|
18
|
Charles Schwab Trust
Henderson,
Nevada
|
$4.17M
|
+$1.94M
|
+109,584
|
+51%
|
|
|
19
|
Huber Financial Advisors
Lincolnshire,
Illinois
|
$4.13M
|
+$3.93M
|
+221,966
|
+229%
|
|
|
20
|
Savant Capital
Rockford,
Illinois
|
$4.13M
|
+$5.66M
|
+319,076
|
New
|
|
|
21
|
ProVise Management Group
Clearwater,
Florida
|
$3.93M
|
-$245K
|
-13,812
|
-4%
|
|
|
22
|
|
$3.38M
|
+$986K
|
+55,656
|
+27%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.98M
|
-$216K
|
-12,186
|
-5%
|
|
|
24
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$2.92M
|
+$591K
|
+33,346
|
+17%
|
|
|
25
|
Opes Wealth Management
Menlo Park,
California
|
$2.83M
|
-$45.9K
|
-2,588
|
-1%
|
|
