|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$3.67B
|
+$176M
|
+7,395,948
|
+4%
|
|
|
2
|
Waddell & Associates
Memphis,
Tennessee
|
$50.1M
|
+$2.14M
|
+89,608
|
+4%
|
|
|
3
|
Clarius Group LLC
Seattle,
Washington
|
$45.2M
|
+$1.43M
|
+59,818
|
+3%
|
|
|
4
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
$20.2M
|
+$379K
|
+15,886
|
+2%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$19.8M
|
+$3.07M
|
+128,878
|
+16%
|
|
|
6
|
|
$19.7M
|
-$133K
|
-5,592
|
-0.6%
|
|
|
7
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$16.4M
|
+$693K
|
+29,056
|
+4%
|
|
|
8
|
First Pacific Financial
Vancouver,
Washington
|
$16.3M
|
-$194K
|
-8,160
|
-1%
|
|
|
9
|
Gemmer Asset Management
Walnut Creek,
California
|
$15.9M
|
+$137K
|
+5,764
|
+0.8%
|
|
|
10
|
Prairiewood Capital
Fargo,
North Dakota
|
$13.4M
|
+$181K
|
+7,588
|
+1%
|
|
|
11
|
Arlington Financial Advisors
Santa Barbara,
California
|
$13.2M
|
-$568K
|
-23,840
|
-4%
|
|
|
12
|
Callan Capital
La Jolla,
California
|
$12.3M
|
-$2.31M
|
-96,818
|
-14%
|
|
|
13
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$11.8M
|
+$651K
|
+27,328
|
+5%
|
|
|
14
|
Foster & Motley
Cincinnati,
Ohio
|
$10.9M
|
-$576K
|
-24,166
|
-4%
|
|
|
15
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$10.9M
|
-$850K
|
-35,680
|
-7%
|
|
|
16
|
Janiczek Wealth Management
Denver,
Colorado
|
$10.2M
|
-$268K
|
-11,226
|
-2%
|
|
|
17
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$7.9M
|
-$311K
|
-13,040
|
-3%
|
|
|
18
|
Savant Capital
Rockford,
Illinois
|
$6.88M
|
+$91.7K
|
+3,846
|
+1%
|
|
|
19
|
|
$6.12M
|
+$234K
|
+9,820
|
+4%
|
|
|
20
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$5.87M
|
+$83.8K
|
+3,516
|
+1%
|
|
|
21
|
Bell Investment Advisors
Oakland,
California
|
$5.67M
|
+$1.55M
|
+64,900
|
+32%
|
|
|
22
|
Shore Point Advisors
Brielle,
New Jersey
|
$5.54M
|
-$27K
|
-1,132
|
-0.4%
|
|
|
23
|
Johnson Bixby & Associates
Vancouver,
Washington
|
$5.17M
|
-$1.1M
|
-46,072
|
-16%
|
|
|
24
|
Opes Wealth Management
Menlo Park,
California
|
$4.82M
|
+$207K
|
+8,690
|
+4%
|
|
|
25
|
Seven Springs Wealth Group
Brentwood,
Tennessee
|
$4.8M
|
+$432K
|
+18,116
|
+9%
|
|
