|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$4.56B
|
+$114M
|
+4,731,732
|
+3%
|
|
|
2
|
Waddell & Associates
Memphis,
Tennessee
|
$62.1M
|
+$841K
|
+35,054
|
+1%
|
|
|
3
|
Clarius Group LLC
Seattle,
Washington
|
$55M
|
+$596K
|
+24,820
|
+1%
|
|
|
4
|
|
$37.9M
|
+$28.4M
|
+1,184,918
|
+372%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$27.7M
|
-$284K
|
-11,818
|
-1%
|
|
|
6
|
|
$26.1M
|
+$944K
|
+39,330
|
+4%
|
|
|
7
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
$25.1M
|
+$603K
|
+25,128
|
+3%
|
|
|
8
|
Prairiewood Capital
Fargo,
North Dakota
|
$21.4M
|
+$1.03M
|
+42,930
|
+5%
|
|
|
9
|
First Pacific Financial
Vancouver,
Washington
|
$20.7M
|
+$544K
|
+22,682
|
+3%
|
|
|
10
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$20.2M
|
-$559K
|
-23,282
|
-3%
|
|
|
11
|
Gemmer Asset Management
Walnut Creek,
California
|
$18.9M
|
+$934K
|
+38,916
|
+5%
|
|
|
12
|
Arlington Financial Advisors
Santa Barbara,
California
|
$18.1M
|
+$384K
|
+15,980
|
+2%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$17.4M
|
-$12.2M
|
-508,356
|
-42%
|
|
|
14
|
Callan Capital
La Jolla,
California
|
$16.5M
|
-$133K
|
-5,540
|
-0.8%
|
|
|
15
|
Janiczek Wealth Management
Denver,
Colorado
|
$16.2M
|
-$245K
|
-10,204
|
-2%
|
|
|
16
|
Bell Investment Advisors
Oakland,
California
|
$16.1M
|
+$1.66M
|
+69,218
|
+12%
|
|
|
17
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$15.9M
|
-$511K
|
-21,282
|
-3%
|
|
|
18
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$13.7M
|
+$419K
|
+17,464
|
+3%
|
|
|
19
|
Foster & Motley
Cincinnati,
Ohio
|
$12.8M
|
+$183K
|
+7,624
|
+2%
|
|
|
20
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$10.3M
|
+$4.39M
|
+182,692
|
+81%
|
|
|
21
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$10.3M
|
+$4.39M
|
+182,692
|
+81%
|
|
|
22
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$8.63M
|
-$133K
|
-5,554
|
-2%
|
|
|
23
|
Accredited Investors
Edina,
Minnesota
|
$8.17M
|
+$4.37M
|
+181,892
|
+128%
|
|
|
24
|
Madison Wealth Management
Cincinnati,
Ohio
|
$8.07M
|
+$250K
|
+10,400
|
+3%
|
|
|
25
|
Mariner
Overland Park,
Kansas
|
$8.04M
|
+$231K
|
+9,606
|
+3%
|
|
