|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$2.04B
|
+$19M
|
+1,129,470
|
+0.9%
|
|
|
2
|
Clarius Group LLC
Seattle,
Washington
|
$31.4M
|
+$2.76M
|
+164,662
|
+9%
|
|
|
3
|
Waddell & Associates
Memphis,
Tennessee
|
$21.8M
|
+$714K
|
+42,520
|
+3%
|
|
|
4
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
$14.8M
|
+$345K
|
+20,546
|
+2%
|
|
|
5
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$14.3M
|
+$170K
|
+10,136
|
+1%
|
|
|
6
|
First Pacific Financial
Vancouver,
Washington
|
$14M
|
+$14.3M
|
+849,668
|
New
|
|
|
7
|
|
$13M
|
-$1.2M
|
-71,654
|
-8%
|
|
|
8
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$11.3M
|
+$374K
|
+22,302
|
+3%
|
|
|
9
|
Arlington Financial Advisors
Santa Barbara,
California
|
$10.6M
|
-$668K
|
-39,824
|
-6%
|
|
|
10
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$10.2M
|
-$65.2K
|
-3,886
|
-0.6%
|
|
|
11
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$9.29M
|
+$390K
|
+23,212
|
+4%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$8.67M
|
+$93.3K
|
+5,562
|
+1%
|
|
|
13
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$8.07M
|
-$6.32M
|
-376,712
|
-44%
|
|
|
14
|
Janiczek Wealth Management
Denver,
Colorado
|
$8.04M
|
-$579K
|
-34,520
|
-7%
|
|
|
15
|
Capital One Financial
Mclean,
Virginia
|
$7.82M
|
-$5.01M
|
-298,566
|
-39%
|
|
|
16
|
Foster & Motley
Cincinnati,
Ohio
|
$7.75M
|
+$698K
|
+41,582
|
+10%
|
|
|
17
|
Your Advocates Ltd
Houston,
Texas
|
$5.97M
|
+$2.36M
|
+140,736
|
+64%
|
|
|
18
|
Charles Schwab Trust
Henderson,
Nevada
|
$5.52M
|
+$554K
|
+32,998
|
+11%
|
|
|
19
|
Savant Capital
Rockford,
Illinois
|
$5.38M
|
-$541K
|
-32,250
|
-9%
|
|
|
20
|
|
$5.28M
|
+$6.54K
|
+390
|
+0.1%
|
|
|
21
|
ProVise Management Group
Clearwater,
Florida
|
$4.64M
|
-$90.9K
|
-5,416
|
-2%
|
|
|
22
|
Brouwer & Janachowski
Mill Valley,
California
|
$4.52M
|
-$565K
|
-33,648
|
-11%
|
|
|
23
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$3.13M
|
-$173K
|
-10,308
|
-5%
|
|
|
24
|
Callan Capital
La Jolla,
California
|
$3.06M
|
+$993K
|
+59,150
|
+47%
|
|
|
25
|
Tower Research Capital (TRC)
New York
|
$2.68M
|
-$662K
|
-39,420
|
-20%
|
|
