|
1
|
Charles Schwab
San Francisco,
California
|
$5.18B
|
-$529M
|
-19,508,409
|
-10%
|
|
|
2
|
Waddell & Associates
Memphis,
Tennessee
|
$77.1M
|
+$1.44M
|
+53,042
|
+2%
|
|
|
3
|
Steele Capital Management
Dubuque,
Iowa
|
$58.4M
|
-$1.26M
|
-46,420
|
-2%
|
|
|
4
|
Clarius Group LLC
Seattle,
Washington
|
$53.2M
|
-$725K
|
-26,744
|
-1%
|
|
|
5
|
Prairiewood Capital
Fargo,
North Dakota
|
$50.3M
|
+$5.09M
|
+187,569
|
+12%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$41.5M
|
-$12.2M
|
-449,151
|
-24%
|
|
|
7
|
|
$37.2M
|
-$468K
|
-17,262
|
-1%
|
|
|
8
|
|
$36.8M
|
+$4.58M
|
+168,858
|
+15%
|
|
|
9
|
Ironwood Investment Counsel
Scottsdale,
Arizona
|
$33.8M
|
-$1.78M
|
-65,566
|
-5%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$33.7M
|
+$23.2K
|
+855
|
+0.1%
|
|
|
11
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
$31.7M
|
+$1.03M
|
+37,945
|
+4%
|
|
|
12
|
Solitude Financial Services
Charlottesville,
Virginia
|
$29.4M
|
+$1.57M
|
+57,939
|
+6%
|
|
|
13
|
AlphaCore Capital
La Jolla,
California
|
$25.7M
|
+$24.3M
|
+894,057
|
+25,486%
|
|
|
14
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$25.5M
|
+$305K
|
+11,248
|
+1%
|
|
|
15
|
|
$24.9M
|
-$864K
|
-31,861
|
-4%
|
|
|
16
|
First Pacific Financial
Vancouver,
Washington
|
$24.6M
|
+$687K
|
+25,328
|
+3%
|
|
|
17
|
Accredited Investors
Edina,
Minnesota
|
$22.9M
|
-$1.25M
|
-46,156
|
-5%
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$22.5M
|
-$144K
|
-5,313
|
-0.7%
|
|
|
19
|
Trilogy Capital
Irvine,
California
|
$22.3M
|
+$90.4K
|
+3,331
|
+0.4%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$21.4M
|
-$11.8M
|
-435,465
|
-37%
|
|
|
21
|
Bell Investment Advisors
Oakland,
California
|
$19.1M
|
-$1.58M
|
-58,081
|
-8%
|
|
|
22
|
Gemmer Asset Management
Walnut Creek,
California
|
$17.8M
|
+$369K
|
+13,617
|
+2%
|
|
|
23
|
Wealth Forward LLC
Fargo,
North Dakota
|
$17.6M
|
-$156K
|
-5,740
|
-0.9%
|
|
|
24
|
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
$13.9M
|
+$669K
|
+24,649
|
+6%
|
|
|
25
|
Foster & Motley
Cincinnati,
Ohio
|
$13.8M
|
+$233K
|
+8,573
|
+2%
|
|
