|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$2.91B
|
-$222M
|
-9,157,992
|
-7%
|
|
|
2
|
Clarius Group LLC
Seattle,
Washington
|
$48.8M
|
+$1.48M
|
+61,120
|
+3%
|
|
|
3
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$44.4M
|
-$3.4M
|
-140,414
|
-7%
|
|
|
4
|
Waddell & Associates
Memphis,
Tennessee
|
$35.3M
|
+$747K
|
+30,866
|
+2%
|
|
|
5
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
$22.1M
|
-$849K
|
-35,072
|
-4%
|
|
|
6
|
|
$20.2M
|
+$1.92M
|
+79,310
|
+11%
|
|
|
7
|
First Pacific Financial
Vancouver,
Washington
|
$18.8M
|
-$1.83M
|
-75,632
|
-9%
|
|
|
8
|
Arlington Financial Advisors
Santa Barbara,
California
|
$16.5M
|
-$45.3K
|
-1,870
|
-0.3%
|
|
|
9
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$15.8M
|
+$759K
|
+31,372
|
+5%
|
|
|
10
|
Gemmer Asset Management
Walnut Creek,
California
|
$13.6M
|
+$13M
|
+537,104
|
+1,491,956%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$13.6M
|
+$51.2K
|
+2,116
|
+0.4%
|
|
|
12
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$13.6M
|
-$847K
|
-34,994
|
-6%
|
|
|
13
|
Charles Schwab Trust
Henderson,
Nevada
|
$12.8M
|
+$2.79M
|
+115,398
|
+30%
|
|
|
14
|
Foster & Motley
Cincinnati,
Ohio
|
$12.7M
|
-$162K
|
-6,686
|
-1%
|
|
|
15
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$12.4M
|
-$1.71M
|
-70,714
|
-13%
|
|
|
16
|
Janiczek Wealth Management
Denver,
Colorado
|
$12.2M
|
+$36.4K
|
+1,502
|
+0.3%
|
|
|
17
|
Prairiewood Capital
Fargo,
North Dakota
|
$10.2M
|
-$119K
|
-4,904
|
-1%
|
|
|
18
|
Capital One Financial
Mclean,
Virginia
|
$8.51M
|
-$241K
|
-9,958
|
-3%
|
|
|
19
|
Callan Capital
La Jolla,
California
|
$8.23M
|
+$2.08M
|
+86,120
|
+36%
|
|
|
20
|
|
$7.7M
|
-$1.4M
|
-57,866
|
-16%
|
|
|
21
|
Savant Capital
Rockford,
Illinois
|
$7.67M
|
-$148K
|
-6,116
|
-2%
|
|
|
22
|
ProVise Management Group
Clearwater,
Florida
|
$6.48M
|
-$60.4K
|
-2,494
|
-1%
|
|
|
23
|
Brouwer & Janachowski
Mill Valley,
California
|
$6.26M
|
-$40.1K
|
-1,658
|
-0.7%
|
|
|
24
|
Your Advocates Ltd
Houston,
Texas
|
$4.64M
|
-$4.39M
|
-181,388
|
-50%
|
|
|
25
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$4.49M
|
+$217K
|
+8,968
|
+5%
|
|
