|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$5.47B
|
+$131M
|
+4,814,384
|
+3%
|
|
|
2
|
SageView Advisory Group
Newport Beach,
California
|
$74.6M
|
+$159M
|
+5,826,182
|
+7,131%
|
|
|
3
|
Waddell & Associates
Memphis,
Tennessee
|
$70.2M
|
-$1.09M
|
-39,880
|
-2%
|
|
|
4
|
Clarius Group LLC
Seattle,
Washington
|
$60.8M
|
-$2.79M
|
-102,318
|
-5%
|
|
|
5
|
Steele Capital Management
Dubuque,
Iowa
|
$53.7M
|
+$1.78M
|
+65,270
|
+4%
|
|
|
6
|
|
$52.7M
|
-$46.4M
|
-1,700,562
|
-48%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$50.2M
|
+$4.49M
|
+164,546
|
+10%
|
|
|
8
|
Prairiewood Capital
Fargo,
North Dakota
|
$34.5M
|
+$3.38M
|
+123,958
|
+11%
|
|
|
9
|
Trilogy Capital
Irvine,
California
|
$34.3M
|
+$32.8M
|
+1,202,118
|
New
|
|
|
10
|
|
$30.1M
|
-$249K
|
-9,148
|
-0.9%
|
|
|
11
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
$29.5M
|
+$85.9K
|
+3,150
|
+0.3%
|
|
|
12
|
Solitude Financial Services
Charlottesville,
Virginia
|
$29.3M
|
+$26.4M
|
+969,140
|
+1,679%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$26.5M
|
+$3.9M
|
+142,984
|
+18%
|
|
|
14
|
First Pacific Financial
Vancouver,
Washington
|
$23.1M
|
+$175K
|
+6,408
|
+0.8%
|
|
|
15
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$22.6M
|
+$856K
|
+31,392
|
+4%
|
|
|
16
|
Bell Investment Advisors
Oakland,
California
|
$21.1M
|
+$18.6K
|
+682
|
+0.1%
|
|
|
17
|
Callan Capital
La Jolla,
California
|
$19.8M
|
-$16K
|
-588
|
-0.1%
|
|
|
18
|
Janiczek Wealth Management
Denver,
Colorado
|
$19.4M
|
+$646K
|
+23,676
|
+4%
|
|
|
19
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$17.9M
|
+$332K
|
+12,184
|
+2%
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$17.8M
|
+$6.36M
|
+233,224
|
+59%
|
|
|
21
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$17.3M
|
+$578K
|
+21,214
|
+4%
|
|
|
22
|
Wealth Forward LLC
Fargo,
North Dakota
|
$17.1M
|
+$571K
|
+20,944
|
+4%
|
|
|
23
|
Accredited Investors
Edina,
Minnesota
|
$16.2M
|
+$2.23M
|
+81,816
|
+17%
|
|
|
24
|
Gemmer Asset Management
Walnut Creek,
California
|
$15.1M
|
-$509K
|
-18,680
|
-3%
|
|
|
25
|
Pasadena Private Wealth
Pasadena,
California
|
$15M
|
+$230K
|
+8,426
|
+2%
|
|
