|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$3.74B
|
+$957M
|
+38,744,162
|
+31%
|
|
|
2
|
Waddell & Associates
Memphis,
Tennessee
|
$51.3M
|
+$19.3M
|
+780,174
|
+52%
|
|
|
3
|
Clarius Group LLC
Seattle,
Washington
|
$46.8M
|
+$917K
|
+37,150
|
+2%
|
|
|
4
|
|
$21.1M
|
+$1.58M
|
+64,176
|
+7%
|
|
|
5
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
$21.1M
|
+$403K
|
+16,330
|
+2%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$18.1M
|
+$744K
|
+30,154
|
+4%
|
|
|
7
|
First Pacific Financial
Vancouver,
Washington
|
$17.5M
|
-$396K
|
-16,028
|
-2%
|
|
|
8
|
Gemmer Asset Management
Walnut Creek,
California
|
$16.8M
|
-$586K
|
-23,752
|
-3%
|
|
|
9
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$16.8M
|
+$102K
|
+4,114
|
+0.6%
|
|
|
10
|
Callan Capital
La Jolla,
California
|
$15.3M
|
+$2.97M
|
+120,402
|
+22%
|
|
|
11
|
Arlington Financial Advisors
Santa Barbara,
California
|
$14.6M
|
+$91.9K
|
+3,724
|
+0.6%
|
|
|
12
|
Prairiewood Capital
Fargo,
North Dakota
|
$14.1M
|
+$62.3K
|
+2,524
|
+0.4%
|
|
|
13
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$12.4M
|
+$1.04M
|
+42,004
|
+8%
|
|
|
14
|
Foster & Motley
Cincinnati,
Ohio
|
$12.2M
|
+$147K
|
+5,936
|
+1%
|
|
|
15
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$12M
|
+$45.5K
|
+1,842
|
+0.3%
|
|
|
16
|
Janiczek Wealth Management
Denver,
Colorado
|
$11.8M
|
-$239K
|
-9,678
|
-2%
|
|
|
17
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$8.7M
|
-$1.05M
|
-42,376
|
-10%
|
|
|
18
|
Savant Capital
Rockford,
Illinois
|
$7.24M
|
-$14.7K
|
-594
|
-0.2%
|
|
|
19
|
Johnson Bixby & Associates
Vancouver,
Washington
|
$6.55M
|
+$810K
|
+32,828
|
+13%
|
|
|
20
|
|
$6.29M
|
+$468K
|
+18,964
|
+7%
|
|
|
21
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$6.17M
|
+$393K
|
+15,906
|
+6%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$5.94M
|
+$2.7M
|
+109,560
|
+72%
|
|
|
23
|
Shore Point Advisors
Brielle,
New Jersey
|
$5.92M
|
-$77.2K
|
-3,126
|
-1%
|
|
|
24
|
ProVise Management Group
Clearwater,
Florida
|
$5.33M
|
-$131K
|
-5,290
|
-2%
|
|
|
25
|
|
$5.24M
|
+$21.9K
|
+888
|
+0.4%
|
|
