|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$3.47B
|
+$88.8M
|
+3,223,086
|
+3%
|
|
|
2
|
Clarius Group LLC
Seattle,
Washington
|
$56.5M
|
+$2.29M
|
+83,006
|
+4%
|
|
|
3
|
Waddell & Associates
Memphis,
Tennessee
|
$40.1M
|
+$224K
|
+8,142
|
+0.6%
|
|
|
4
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
$24.5M
|
+$92.5K
|
+3,358
|
+0.4%
|
|
|
5
|
|
$22.9M
|
-$151K
|
-5,474
|
-0.7%
|
|
|
6
|
First Pacific Financial
Vancouver,
Washington
|
$21.3M
|
-$5.57K
|
-202
|
-0%
|
|
|
7
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$19.8M
|
+$850K
|
+30,860
|
+5%
|
|
|
8
|
Gemmer Asset Management
Walnut Creek,
California
|
$19.7M
|
+$1.87M
|
+67,886
|
+11%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$19.5M
|
+$3.79M
|
+137,754
|
+24%
|
|
|
10
|
Arlington Financial Advisors
Santa Barbara,
California
|
$18M
|
+$256K
|
+9,292
|
+1%
|
|
|
11
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$14.6M
|
-$406K
|
-14,720
|
-3%
|
|
|
12
|
Foster & Motley
Cincinnati,
Ohio
|
$14.4M
|
+$231K
|
+8,370
|
+2%
|
|
|
13
|
Janiczek Wealth Management
Denver,
Colorado
|
$13.7M
|
+$251K
|
+9,114
|
+2%
|
|
|
14
|
Prairiewood Capital
Fargo,
North Dakota
|
$13M
|
+$275K
|
+9,994
|
+2%
|
|
|
15
|
Callan Capital
La Jolla,
California
|
$13M
|
+$544K
|
+19,734
|
+4%
|
|
|
16
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$12.1M
|
-$343K
|
-12,454
|
-3%
|
|
|
17
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$9.46M
|
+$1.22M
|
+44,294
|
+15%
|
|
|
18
|
Savant Capital
Rockford,
Illinois
|
$9.05M
|
-$51.5K
|
-1,870
|
-0.6%
|
|
|
19
|
|
$7.6M
|
+$126K
|
+4,568
|
+2%
|
|
|
20
|
Shore Point Advisors
Brielle,
New Jersey
|
$7.39M
|
+$7.32M
|
+265,708
|
New
|
|
|
21
|
Capital One Financial
Mclean,
Virginia
|
$7.33M
|
-$822K
|
-29,838
|
-10%
|
|
|
22
|
Pacific Wealth Strategies Group
Santa Barbara,
California
|
$7.22M
|
+$796K
|
+28,890
|
+13%
|
|
|
23
|
ProVise Management Group
Clearwater,
Florida
|
$6.83M
|
-$115K
|
-4,176
|
-2%
|
|
|
24
|
|
$6.58M
|
+$6.3M
|
+228,594
|
+2,856%
|
|
|
25
|
Rainsberger Wealth Advisors
Colorado Springs,
Colorado
|
$6.4M
|
+$6.34M
|
+230,174
|
New
|
|
