|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$3.2B
|
+$107M
|
+4,035,578
|
+3%
|
|
|
2
|
Clarius Group LLC
Seattle,
Washington
|
$51.3M
|
+$949K
|
+35,754
|
+2%
|
|
|
3
|
Waddell & Associates
Memphis,
Tennessee
|
$37.8M
|
+$912K
|
+34,374
|
+2%
|
|
|
4
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
$23.1M
|
+$513K
|
+19,318
|
+2%
|
|
|
5
|
|
$21.8M
|
+$603K
|
+22,736
|
+3%
|
|
|
6
|
First Pacific Financial
Vancouver,
Washington
|
$20.2M
|
+$564K
|
+21,242
|
+3%
|
|
|
7
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$17.9M
|
+$1.06M
|
+39,778
|
+6%
|
|
|
8
|
Gemmer Asset Management
Walnut Creek,
California
|
$16.9M
|
+$1.25M
|
+46,936
|
+8%
|
|
|
9
|
Arlington Financial Advisors
Santa Barbara,
California
|
$16.8M
|
+$101K
|
+3,804
|
+0.6%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$14.9M
|
+$224K
|
+8,440
|
+2%
|
|
|
11
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$14.3M
|
-$98.7K
|
-3,718
|
-0.7%
|
|
|
12
|
Charles Schwab Trust
Henderson,
Nevada
|
$13.4M
|
+$149K
|
+5,612
|
+1%
|
|
|
13
|
Foster & Motley
Cincinnati,
Ohio
|
$13.4M
|
+$497K
|
+18,714
|
+4%
|
|
|
14
|
Janiczek Wealth Management
Denver,
Colorado
|
$12.7M
|
-$344K
|
-12,974
|
-3%
|
|
|
15
|
Prairiewood Capital
Fargo,
North Dakota
|
$12.1M
|
+$611K
|
+23,028
|
+5%
|
|
|
16
|
Callan Capital
La Jolla,
California
|
$11.8M
|
+$2.78M
|
+104,842
|
+31%
|
|
|
17
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$11.8M
|
-$692K
|
-26,060
|
-6%
|
|
|
18
|
Savant Capital
Rockford,
Illinois
|
$8.63M
|
+$662K
|
+24,928
|
+8%
|
|
|
19
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$7.8M
|
+$1.23M
|
+46,206
|
+18%
|
|
|
20
|
Capital One Financial
Mclean,
Virginia
|
$7.73M
|
-$535K
|
-20,142
|
-6%
|
|
|
21
|
|
$7.08M
|
+$28K
|
+1,054
|
+0.4%
|
|
|
22
|
Kestra Advisory Services
Austin,
Texas
|
$6.72M
|
+$6.78M
|
+255,278
|
New
|
|
|
23
|
ProVise Management Group
Clearwater,
Florida
|
$6.58M
|
-$108K
|
-4,058
|
-2%
|
|
|
24
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$6.46M
|
-$38.3M
|
-1,443,546
|
-85%
|
|
|
25
|
Brouwer & Janachowski
Mill Valley,
California
|
$6.34M
|
-$87.6K
|
-3,302
|
-1%
|
|
