|
1
|
Charles Schwab
San Francisco,
California
|
$5.88B
|
+$63.7M
|
+2,216,300
|
+1%
|
|
|
2
|
Waddell & Associates
Memphis,
Tennessee
|
$76.4M
|
+$1.68M
|
+58,592
|
+2%
|
|
|
3
|
Clarius Group LLC
Seattle,
Washington
|
$61.8M
|
-$557K
|
-19,370
|
-0.9%
|
|
|
4
|
Steele Capital Management
Dubuque,
Iowa
|
$59.7M
|
+$1.52M
|
+53,050
|
+3%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$54.9M
|
+$25M
|
+868,856
|
+89%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$51.9M
|
-$1.24M
|
-43,162
|
-2%
|
|
|
7
|
Prairiewood Capital
Fargo,
North Dakota
|
$40.8M
|
+$2.84M
|
+98,778
|
+8%
|
|
|
8
|
|
$40.2M
|
-$1.04M
|
-36,342
|
-3%
|
|
|
9
|
Trilogy Capital
Irvine,
California
|
$38.9M
|
+$1.18M
|
+41,098
|
+3%
|
|
|
10
|
Solitude Financial Services
Charlottesville,
Virginia
|
$32.3M
|
+$250K
|
+8,682
|
+0.8%
|
|
|
11
|
|
$31.5M
|
-$194K
|
-6,758
|
-0.6%
|
|
|
12
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
$31.3M
|
+$326K
|
+11,332
|
+1%
|
|
|
13
|
ALPS Advisors
Denver,
Colorado
|
$26.9M
|
-$366K
|
-12,750
|
-1%
|
|
|
14
|
Ironwood Investment Counsel
Scottsdale,
Arizona
|
$26.4M
|
+$10.1M
|
+350,626
|
+66%
|
|
|
15
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$25.4M
|
+$564K
|
+19,620
|
+2%
|
|
|
16
|
First Pacific Financial
Vancouver,
Washington
|
$24.6M
|
+$65.5K
|
+2,280
|
+0.3%
|
|
|
17
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$23.1M
|
+$2.73M
|
+94,828
|
+14%
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$21.9M
|
+$716K
|
+24,906
|
+4%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$21.5M
|
+$1.13M
|
+39,314
|
+6%
|
|
|
20
|
Bell Investment Advisors
Oakland,
California
|
$21.4M
|
-$235K
|
-8,178
|
-1%
|
|
|
21
|
Accredited Investors
Edina,
Minnesota
|
$20.3M
|
+$3.41M
|
+118,766
|
+21%
|
|
|
22
|
Callan Capital
La Jolla,
California
|
$19.2M
|
-$969K
|
-33,702
|
-5%
|
|
|
23
|
Wealth Forward LLC
Fargo,
North Dakota
|
$18.9M
|
+$689K
|
+23,966
|
+4%
|
|
|
24
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$16.9M
|
+$16.7M
|
+580,440
|
+121%
|
|
|
25
|
Gemmer Asset Management
Walnut Creek,
California
|
$16.8M
|
+$474K
|
+16,506
|
+3%
|
|
