|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$4.48B
|
+$101M
|
+3,942,266
|
+2%
|
|
|
2
|
Waddell & Associates
Memphis,
Tennessee
|
$60.4M
|
+$703K
|
+27,582
|
+1%
|
|
|
3
|
Clarius Group LLC
Seattle,
Washington
|
$53.3M
|
+$401K
|
+15,728
|
+0.7%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$41.4M
|
+$15.6M
|
+612,408
|
+56%
|
|
|
5
|
|
$37.9M
|
+$1.5M
|
+58,816
|
+4%
|
|
|
6
|
|
$24.9M
|
-$202K
|
-7,936
|
-0.8%
|
|
|
7
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
$24.2M
|
+$102K
|
+4,000
|
+0.4%
|
|
|
8
|
Prairiewood Capital
Fargo,
North Dakota
|
$22.1M
|
+$1.57M
|
+61,604
|
+7%
|
|
|
9
|
First Pacific Financial
Vancouver,
Washington
|
$20M
|
+$79.2K
|
+3,104
|
+0.4%
|
|
|
10
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$19.5M
|
+$145K
|
+5,680
|
+0.7%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$18.3M
|
+$1.68M
|
+65,806
|
+10%
|
|
|
12
|
Gemmer Asset Management
Walnut Creek,
California
|
$18.2M
|
-$41.5K
|
-1,628
|
-0.2%
|
|
|
13
|
Arlington Financial Advisors
Santa Barbara,
California
|
$17.7M
|
+$388K
|
+15,206
|
+2%
|
|
|
14
|
Bell Investment Advisors
Oakland,
California
|
$16.4M
|
+$978K
|
+38,342
|
+6%
|
|
|
15
|
Janiczek Wealth Management
Denver,
Colorado
|
$15.8M
|
+$206K
|
+8,090
|
+1%
|
|
|
16
|
Callan Capital
La Jolla,
California
|
$15.8M
|
-$107K
|
-4,178
|
-0.6%
|
|
|
17
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$15.1M
|
-$226K
|
-8,880
|
-1%
|
|
|
18
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$13.9M
|
+$713K
|
+27,958
|
+5%
|
|
|
19
|
Foster & Motley
Cincinnati,
Ohio
|
$11.9M
|
-$405K
|
-15,900
|
-3%
|
|
|
20
|
Accredited Investors
Edina,
Minnesota
|
$9.78M
|
+$2.03M
|
+79,580
|
+25%
|
|
|
21
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$8.27M
|
-$25.7K
|
-1,008
|
-0.3%
|
|
|
22
|
Madison Wealth Management
Cincinnati,
Ohio
|
$8.22M
|
+$485K
|
+19,024
|
+6%
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
$8.08M
|
+$372K
|
+14,592
|
+5%
|
|
|
24
|
Savant Capital
Rockford,
Illinois
|
$7.45M
|
+$122K
|
+4,800
|
+2%
|
|
|
25
|
Johnson Bixby & Associates
Vancouver,
Washington
|
$7.35M
|
+$239K
|
+9,388
|
+3%
|
|
