|
1
|
Charles Schwab
San Francisco,
California
|
$5.36B
|
+$5.39B
|
+195,294,508
|
New
|
|
|
2
|
Waddell & Associates
Memphis,
Tennessee
|
$68.9M
|
+$1.3M
|
+47,138
|
+2%
|
|
|
3
|
Clarius Group LLC
Seattle,
Washington
|
$57.5M
|
-$1.02M
|
-37,132
|
-2%
|
|
|
4
|
Steele Capital Management
Dubuque,
Iowa
|
$53.8M
|
+$1.86M
|
+67,532
|
+4%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$49.1M
|
+$829K
|
+30,052
|
+2%
|
|
|
6
|
|
$38.1M
|
-$12.8M
|
-462,886
|
-25%
|
|
|
7
|
Prairiewood Capital
Fargo,
North Dakota
|
$34.9M
|
+$1.67M
|
+60,714
|
+5%
|
|
|
8
|
Trilogy Capital
Irvine,
California
|
$34.8M
|
+$1.78M
|
+64,370
|
+5%
|
|
|
9
|
Solitude Financial Services
Charlottesville,
Virginia
|
$29.5M
|
+$1.36M
|
+49,218
|
+5%
|
|
|
10
|
|
$29.2M
|
+$251K
|
+9,106
|
+0.9%
|
|
|
11
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
$28.5M
|
+$69.9K
|
+2,534
|
+0.2%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$26.7M
|
+$1.26M
|
+45,682
|
+5%
|
|
|
13
|
ALPS Advisors
Denver,
Colorado
|
$25.2M
|
+$25.3M
|
+917,020
|
New
|
|
|
14
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$23M
|
+$1.17M
|
+42,336
|
+5%
|
|
|
15
|
First Pacific Financial
Vancouver,
Washington
|
$22.6M
|
+$365K
|
+13,238
|
+2%
|
|
|
16
|
Bell Investment Advisors
Oakland,
California
|
$20M
|
-$379K
|
-13,756
|
-2%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$19.5M
|
+$2.33M
|
+84,438
|
+13%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$18.8M
|
+$17.6M
|
+636,370
|
+1,338%
|
|
|
19
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$18.7M
|
+$8.88M
|
+322,094
|
+89%
|
|
|
20
|
Callan Capital
La Jolla,
California
|
$18.6M
|
-$503K
|
-18,230
|
-3%
|
|
|
21
|
Janiczek Wealth Management
Denver,
Colorado
|
$18.4M
|
-$322K
|
-11,656
|
-2%
|
|
|
22
|
Wealth Forward LLC
Fargo,
North Dakota
|
$16.8M
|
+$329K
|
+11,914
|
+2%
|
|
|
23
|
Accredited Investors
Edina,
Minnesota
|
$15.4M
|
-$158K
|
-5,716
|
-1%
|
|
|
24
|
Gemmer Asset Management
Walnut Creek,
California
|
$15M
|
+$471K
|
+17,060
|
+3%
|
|
|
25
|
Ironwood Investment Counsel
Scottsdale,
Arizona
|
$14.7M
|
+$2.56M
|
+92,956
|
+21%
|
|
