|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$4.1B
|
+$60.4M
|
+2,564,996
|
+1%
|
|
|
2
|
Waddell & Associates
Memphis,
Tennessee
|
$56.5M
|
+$1.51M
|
+63,992
|
+3%
|
|
|
3
|
Clarius Group LLC
Seattle,
Washington
|
$49.8M
|
+$141K
|
+5,986
|
+0.3%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$27.4M
|
+$23.7M
|
+1,006,932
|
+604%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$25.6M
|
+$3.99M
|
+169,462
|
+18%
|
|
|
6
|
|
$23.1M
|
+$1.37M
|
+58,278
|
+6%
|
|
|
7
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
$22.3M
|
+$103K
|
+4,382
|
+0.5%
|
|
|
8
|
First Pacific Financial
Vancouver,
Washington
|
$18.6M
|
+$779K
|
+33,122
|
+4%
|
|
|
9
|
Prairiewood Capital
Fargo,
North Dakota
|
$17.1M
|
+$2.4M
|
+101,822
|
+16%
|
|
|
10
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$15.9M
|
-$2.12M
|
-90,270
|
-12%
|
|
|
11
|
Gemmer Asset Management
Walnut Creek,
California
|
$15.8M
|
-$1.69M
|
-71,674
|
-10%
|
|
|
12
|
Callan Capital
La Jolla,
California
|
$15M
|
+$1.52M
|
+64,486
|
+11%
|
|
|
13
|
Arlington Financial Advisors
Santa Barbara,
California
|
$13.7M
|
-$879K
|
-37,374
|
-6%
|
|
|
14
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$12.9M
|
-$45.7K
|
-1,944
|
-0.3%
|
|
|
15
|
Janiczek Wealth Management
Denver,
Colorado
|
$12.5M
|
+$795K
|
+33,778
|
+7%
|
|
|
16
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$12.3M
|
+$355K
|
+15,102
|
+3%
|
|
|
17
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$12.1M
|
+$1.5M
|
+63,540
|
+17%
|
|
|
18
|
Foster & Motley
Cincinnati,
Ohio
|
$11.5M
|
-$481K
|
-20,440
|
-4%
|
|
|
19
|
Bell Investment Advisors
Oakland,
California
|
$11.5M
|
+$5.31M
|
+225,588
|
+85%
|
|
|
20
|
Pasadena Private Wealth
Pasadena,
California
|
$9.51M
|
+$9.58M
|
+406,974
|
New
|
|
|
21
|
Ironwood Investment Counsel
Scottsdale,
Arizona
|
$7.19M
|
+$6.24M
|
+265,296
|
+627%
|
|
|
22
|
Savant Capital
Rockford,
Illinois
|
$7.02M
|
-$542K
|
-23,032
|
-7%
|
|
|
23
|
Shore Point Advisors
Brielle,
New Jersey
|
$6.65M
|
+$567K
|
+24,118
|
+9%
|
|
|
24
|
Madison Wealth Management
Cincinnati,
Ohio
|
$6.45M
|
+$1.29M
|
+55,020
|
+25%
|
|
|
25
|
|
$6.41M
|
-$320K
|
-13,600
|
-5%
|
|
