|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$3.19B
|
+$67.8M
|
+2,544,952
|
+2%
|
|
|
2
|
Clarius Group LLC
Seattle,
Washington
|
$52M
|
-$342K
|
-12,846
|
-0.7%
|
|
|
3
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$45.9M
|
-$1.73M
|
-64,974
|
-4%
|
|
|
4
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
$23.3M
|
-$410K
|
-15,390
|
-2%
|
|
|
5
|
|
$21.9M
|
+$193K
|
+7,232
|
+0.9%
|
|
|
6
|
First Pacific Financial
Vancouver,
Washington
|
$20.3M
|
+$78.7K
|
+2,958
|
+0.4%
|
|
|
7
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$17.4M
|
+$454K
|
+17,060
|
+3%
|
|
|
8
|
Arlington Financial Advisors
Santa Barbara,
California
|
$17.2M
|
-$488K
|
-18,326
|
-3%
|
|
|
9
|
Gemmer Asset Management
Walnut Creek,
California
|
$16.2M
|
+$1.53M
|
+57,446
|
+11%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$15.1M
|
+$552K
|
+20,730
|
+4%
|
|
|
11
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$14.8M
|
+$261K
|
+9,804
|
+2%
|
|
|
12
|
Charles Schwab Trust
Henderson,
Nevada
|
$13.7M
|
+$214K
|
+8,054
|
+2%
|
|
|
13
|
Janiczek Wealth Management
Denver,
Colorado
|
$13.5M
|
+$354K
|
+13,284
|
+3%
|
|
|
14
|
Foster & Motley
Cincinnati,
Ohio
|
$13.3M
|
-$273K
|
-10,248
|
-2%
|
|
|
15
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$12.6M
|
-$446K
|
-16,768
|
-3%
|
|
|
16
|
Prairiewood Capital
Fargo,
North Dakota
|
$11.8M
|
+$899K
|
+33,786
|
+8%
|
|
|
17
|
Callan Capital
La Jolla,
California
|
$9.32M
|
+$476K
|
+17,862
|
+5%
|
|
|
18
|
Capital One Financial
Mclean,
Virginia
|
$8.52M
|
-$602K
|
-22,614
|
-7%
|
|
|
19
|
Savant Capital
Rockford,
Illinois
|
$8.23M
|
-$10.6K
|
-398
|
-0.1%
|
|
|
20
|
|
$7.28M
|
-$965K
|
-36,236
|
-12%
|
|
|
21
|
ProVise Management Group
Clearwater,
Florida
|
$6.91M
|
-$49K
|
-1,840
|
-0.7%
|
|
|
22
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$6.8M
|
+$2.19M
|
+82,400
|
+49%
|
|
|
23
|
Brouwer & Janachowski
Mill Valley,
California
|
$6.63M
|
-$90K
|
-3,382
|
-1%
|
|
|
24
|
Pacific Wealth Strategies Group
Santa Barbara,
California
|
$5.49M
|
+$1.88M
|
+70,440
|
+54%
|
|
|
25
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$5.11M
|
+$282K
|
+10,576
|
+6%
|
|
