|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$5.18B
|
+$62M
|
+2,498,192
|
+1%
|
|
|
2
|
|
$98.2M
|
+$49.3M
|
+1,987,466
|
+127%
|
|
|
3
|
Waddell & Associates
Memphis,
Tennessee
|
$69.2M
|
+$238K
|
+9,582
|
+0.4%
|
|
|
4
|
Clarius Group LLC
Seattle,
Washington
|
$61.8M
|
+$913K
|
+36,832
|
+2%
|
|
|
5
|
Steele Capital Management
Dubuque,
Iowa
|
$50.3M
|
+$45.1M
|
+1,818,910
|
New
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$44.1M
|
-$2.84M
|
-114,564
|
-7%
|
|
|
7
|
Prairiewood Capital
Fargo,
North Dakota
|
$30.1M
|
+$4.37M
|
+176,144
|
+19%
|
|
|
8
|
|
$29.4M
|
+$948K
|
+38,210
|
+4%
|
|
|
9
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
$28.6M
|
+$859K
|
+34,650
|
+3%
|
|
|
10
|
First Pacific Financial
Vancouver,
Washington
|
$22.3M
|
-$496K
|
-19,984
|
-2%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$21.7M
|
+$746K
|
+30,066
|
+4%
|
|
|
12
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$21M
|
-$1.12M
|
-45,190
|
-6%
|
|
|
13
|
Bell Investment Advisors
Oakland,
California
|
$20.5M
|
+$1.55M
|
+62,480
|
+9%
|
|
|
14
|
Callan Capital
La Jolla,
California
|
$19.3M
|
+$1.13M
|
+45,646
|
+7%
|
|
|
15
|
Arlington Financial Advisors
Santa Barbara,
California
|
$18.7M
|
-$1.36M
|
-54,694
|
-7%
|
|
|
16
|
Janiczek Wealth Management
Denver,
Colorado
|
$18.2M
|
+$158K
|
+6,358
|
+1%
|
|
|
17
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$17M
|
-$181K
|
-7,280
|
-1%
|
|
|
18
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$16.2M
|
+$288K
|
+11,618
|
+2%
|
|
|
19
|
Wealth Forward LLC
Fargo,
North Dakota
|
$16M
|
+$14.3M
|
+578,244
|
New
|
|
|
20
|
Gemmer Asset Management
Walnut Creek,
California
|
$15.2M
|
-$4.97M
|
-200,472
|
-27%
|
|
|
21
|
Pasadena Private Wealth
Pasadena,
California
|
$14.3M
|
+$12.8M
|
+516,410
|
New
|
|
|
22
|
Foster & Motley
Cincinnati,
Ohio
|
$13.7M
|
+$165K
|
+6,670
|
+1%
|
|
|
23
|
Accredited Investors
Edina,
Minnesota
|
$13.4M
|
+$2.04M
|
+82,146
|
+20%
|
|
|
24
|
Hilltop Partners
Mishawaka,
Indiana
|
$12.4M
|
+$5.87M
|
+236,794
|
+112%
|
|
|
25
|
Charles Schwab Trust
Henderson,
Nevada
|
$11.8M
|
+$3.78M
|
+152,598
|
+55%
|
|
