|
1
|
Charles Schwab
San Francisco,
California
|
$5.49B
|
+$32.2M
|
+1,100,604
|
+0.6%
|
|
|
2
|
Waddell & Associates
Memphis,
Tennessee
|
$72.2M
|
+$1.18M
|
+40,331
|
+2%
|
|
|
3
|
Steele Capital Management
Dubuque,
Iowa
|
$57.1M
|
+$662K
|
+22,641
|
+1%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$52M
|
+$1.98M
|
+67,558
|
+4%
|
|
|
5
|
Clarius Group LLC
Seattle,
Washington
|
$51.6M
|
-$3.24M
|
-110,734
|
-6%
|
|
|
6
|
Prairiewood Capital
Fargo,
North Dakota
|
$43M
|
+$3.43M
|
+117,252
|
+8%
|
|
|
7
|
|
$36M
|
-$170K
|
-5,805
|
-0.4%
|
|
|
8
|
Ironwood Investment Counsel
Scottsdale,
Arizona
|
$34.1M
|
+$7.59M
|
+259,556
|
+26%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$32.4M
|
+$12.9M
|
+441,087
|
+59%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$32.1M
|
-$16.6M
|
-568,304
|
-33%
|
|
|
11
|
|
$30.5M
|
+$3.33M
|
+113,945
|
+11%
|
|
|
12
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
$29.3M
|
+$825K
|
+28,215
|
+3%
|
|
|
13
|
Solitude Financial Services
Charlottesville,
Virginia
|
$26.6M
|
-$3.14M
|
-107,303
|
-10%
|
|
|
14
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$25M
|
–
|
–
|
–
|
|
|
15
|
|
$24.7M
|
-$293K
|
-10,023
|
-1%
|
|
|
16
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$24.1M
|
+$552K
|
+18,863
|
+2%
|
|
|
17
|
Accredited Investors
Edina,
Minnesota
|
$23.2M
|
+$1.71M
|
+58,574
|
+7%
|
|
|
18
|
First Pacific Financial
Vancouver,
Washington
|
$22.8M
|
+$440K
|
+15,053
|
+2%
|
|
|
19
|
Callan Capital
La Jolla,
California
|
$22.7M
|
+$4.7M
|
+160,794
|
+24%
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$21.7M
|
+$1.14M
|
+38,936
|
+5%
|
|
|
21
|
Trilogy Capital
Irvine,
California
|
$21.2M
|
-$15.3M
|
-523,121
|
-40%
|
|
|
22
|
Bell Investment Advisors
Oakland,
California
|
$19.9M
|
-$264K
|
-9,039
|
-1%
|
|
|
23
|
Wealth Forward LLC
Fargo,
North Dakota
|
$17M
|
-$84.6K
|
-2,891
|
-0.5%
|
|
|
24
|
ALPS Advisors
Denver,
Colorado
|
$17M
|
+$176K
|
+6,025
|
+1%
|
|
|
25
|
Gemmer Asset Management
Walnut Creek,
California
|
$16.6M
|
+$656K
|
+22,422
|
+4%
|
|
