|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$2.66B
|
+$7.59M
|
+393,602
|
+0.3%
|
|
|
2
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$40.6M
|
+$19.9M
|
+1,030,944
|
+119%
|
|
|
3
|
Clarius Group LLC
Seattle,
Washington
|
$40M
|
-$748K
|
-38,780
|
-2%
|
|
|
4
|
Waddell & Associates
Memphis,
Tennessee
|
$29.3M
|
+$826K
|
+42,816
|
+3%
|
|
|
5
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
$19.5M
|
+$249K
|
+12,934
|
+1%
|
|
|
6
|
First Pacific Financial
Vancouver,
Washington
|
$17.6M
|
-$584K
|
-30,270
|
-4%
|
|
|
7
|
|
$15.4M
|
-$1.36M
|
-70,620
|
-9%
|
|
|
8
|
Arlington Financial Advisors
Santa Barbara,
California
|
$14M
|
+$214K
|
+11,118
|
+2%
|
|
|
9
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$12.7M
|
+$586K
|
+30,402
|
+5%
|
|
|
10
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$12.7M
|
-$2.35M
|
-121,818
|
-18%
|
|
|
11
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$12.2M
|
-$893K
|
-46,288
|
-8%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$11.4M
|
+$173K
|
+8,972
|
+2%
|
|
|
13
|
Foster & Motley
Cincinnati,
Ohio
|
$10.9M
|
+$742K
|
+38,466
|
+8%
|
|
|
14
|
Janiczek Wealth Management
Denver,
Colorado
|
$10.3M
|
-$90.3K
|
-4,684
|
-1%
|
|
|
15
|
Prairiewood Capital
Fargo,
North Dakota
|
$8.73M
|
+$7.84M
|
+406,734
|
New
|
|
|
16
|
Charles Schwab Trust
Henderson,
Nevada
|
$8.19M
|
+$918K
|
+47,608
|
+14%
|
|
|
17
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$8.09M
|
-$2.15M
|
-111,414
|
-23%
|
|
|
18
|
Your Advocates Ltd
Houston,
Texas
|
$7.83M
|
+$60.9K
|
+3,156
|
+0.9%
|
|
|
19
|
|
$7.76M
|
+$821K
|
+42,580
|
+13%
|
|
|
20
|
Capital One Financial
Mclean,
Virginia
|
$7.43M
|
-$2.45M
|
-127,124
|
-27%
|
|
|
21
|
Savant Capital
Rockford,
Illinois
|
$6.63M
|
-$317K
|
-16,416
|
-5%
|
|
|
22
|
Kestra Advisory Services
Austin,
Texas
|
$5.78M
|
+$5.21M
|
+270,066
|
New
|
|
|
23
|
ProVise Management Group
Clearwater,
Florida
|
$5.54M
|
-$427K
|
-22,142
|
-8%
|
|
|
24
|
Brouwer & Janachowski
Mill Valley,
California
|
$5.34M
|
-$469K
|
-24,336
|
-9%
|
|
|
25
|
Callan Capital
La Jolla,
California
|
$5.12M
|
+$1.04M
|
+53,868
|
+29%
|
|
