|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$3.39B
|
+$51.7M
|
+1,947,436
|
+2%
|
|
|
2
|
Clarius Group LLC
Seattle,
Washington
|
$56.5M
|
–
|
–
|
–
|
|
|
3
|
Waddell & Associates
Memphis,
Tennessee
|
$39.7M
|
+$1.13M
|
+42,720
|
+3%
|
|
|
4
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
$24.5M
|
+$972K
|
+36,622
|
+4%
|
|
|
5
|
|
$23.3M
|
+$1.26M
|
+47,428
|
+6%
|
|
|
6
|
First Pacific Financial
Vancouver,
Washington
|
$21.1M
|
+$559K
|
+21,066
|
+3%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$20.6M
|
+$1.82M
|
+68,430
|
+10%
|
|
|
8
|
Gemmer Asset Management
Walnut Creek,
California
|
$20.5M
|
+$1.53M
|
+57,840
|
+8%
|
|
|
9
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$19.8M
|
+$684K
|
+25,782
|
+4%
|
|
|
10
|
Arlington Financial Advisors
Santa Barbara,
California
|
$17.2M
|
-$112K
|
-4,224
|
-0.7%
|
|
|
11
|
Prairiewood Capital
Fargo,
North Dakota
|
$16.5M
|
+$3.99M
|
+150,318
|
+32%
|
|
|
12
|
Callan Capital
La Jolla,
California
|
$14.9M
|
+$2.35M
|
+88,482
|
+19%
|
|
|
13
|
Foster & Motley
Cincinnati,
Ohio
|
$14.2M
|
+$415K
|
+15,634
|
+3%
|
|
|
14
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$14.1M
|
-$8.28K
|
-312
|
-0.1%
|
|
|
15
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$13.5M
|
+$4.36M
|
+164,454
|
+48%
|
|
|
16
|
Janiczek Wealth Management
Denver,
Colorado
|
$13M
|
-$187K
|
-7,064
|
-1%
|
|
|
17
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$11.4M
|
-$216K
|
-8,124
|
-2%
|
|
|
18
|
Savant Capital
Rockford,
Illinois
|
$8.56M
|
-$141K
|
-5,320
|
-2%
|
|
|
19
|
Shore Point Advisors
Brielle,
New Jersey
|
$7.08M
|
-$21.3K
|
-804
|
-0.3%
|
|
|
20
|
|
$6.92M
|
-$378K
|
-14,244
|
-5%
|
|
|
21
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$6.87M
|
+$710K
|
+26,762
|
+12%
|
|
|
22
|
Johnson Bixby & Associates
Vancouver,
Washington
|
$6.86M
|
+$6.81M
|
+256,644
|
New
|
|
|
23
|
Pacific Wealth Strategies Group
Santa Barbara,
California
|
$6.7M
|
-$247K
|
-9,308
|
-4%
|
|
|
24
|
ProVise Management Group
Clearwater,
Florida
|
$6.43M
|
-$138K
|
-5,182
|
-2%
|
|
|
25
|
|
$6.18M
|
-$139K
|
-5,230
|
-2%
|
|
