|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$4.28B
|
+$13.8M
|
+552,544
|
+0.3%
|
|
|
2
|
Waddell & Associates
Memphis,
Tennessee
|
$59.1M
|
+$206K
|
+8,240
|
+0.3%
|
|
|
3
|
Clarius Group LLC
Seattle,
Washington
|
$52.5M
|
+$572K
|
+22,910
|
+1%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$29.1M
|
+$589K
|
+23,588
|
+2%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$26.9M
|
+$176K
|
+7,036
|
+0.6%
|
|
|
6
|
|
$24.2M
|
+$189K
|
+7,570
|
+0.8%
|
|
|
7
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
$23.6M
|
+$394K
|
+15,762
|
+2%
|
|
|
8
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$20M
|
+$3.57M
|
+142,864
|
+21%
|
|
|
9
|
Prairiewood Capital
Fargo,
North Dakota
|
$19.6M
|
+$1.87M
|
+74,846
|
+10%
|
|
|
10
|
First Pacific Financial
Vancouver,
Washington
|
$19.4M
|
+$14.6K
|
+586
|
+0.1%
|
|
|
11
|
Gemmer Asset Management
Walnut Creek,
California
|
$17.3M
|
+$847K
|
+33,916
|
+5%
|
|
|
12
|
Arlington Financial Advisors
Santa Barbara,
California
|
$17M
|
+$2.88M
|
+115,138
|
+20%
|
|
|
13
|
Callan Capital
La Jolla,
California
|
$16.1M
|
+$415K
|
+16,636
|
+3%
|
|
|
14
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$15.9M
|
+$2.49M
|
+99,540
|
+18%
|
|
|
15
|
Janiczek Wealth Management
Denver,
Colorado
|
$15.7M
|
+$3.88M
|
+155,374
|
+31%
|
|
|
16
|
Bell Investment Advisors
Oakland,
California
|
$13.9M
|
+$1.96M
|
+78,402
|
+16%
|
|
|
17
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$12.8M
|
+$31.5K
|
+1,260
|
+0.2%
|
|
|
18
|
Foster & Motley
Cincinnati,
Ohio
|
$12.1M
|
+$91.5K
|
+3,662
|
+0.7%
|
|
|
19
|
Pasadena Private Wealth
Pasadena,
California
|
$8.52M
|
-$1.42M
|
-56,836
|
-14%
|
|
|
20
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$8.46M
|
-$2.18M
|
-87,476
|
-20%
|
|
|
21
|
|
$7.74M
|
+$1.1M
|
+43,930
|
+16%
|
|
|
22
|
Madison Wealth Management
Cincinnati,
Ohio
|
$7.53M
|
+$832K
|
+33,316
|
+12%
|
|
|
23
|
Mariner
Overland Park,
Kansas
|
$7.52M
|
+$887K
|
+35,500
|
+13%
|
|
|
24
|
Savant Capital
Rockford,
Illinois
|
$7.38M
|
+$67K
|
+2,684
|
+0.9%
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
$7.03M
|
+$2.5M
|
+100,146
|
+53%
|
|
