|
1
|
Charles Schwab
San Francisco,
California
|
$5.65B
|
-$24.4M
|
-781,911
|
-0.4%
|
|
|
2
|
Waddell & Associates
Memphis,
Tennessee
|
$89M
|
+$1.29M
|
+41,512
|
+1%
|
|
|
3
|
Steele Capital Management
Dubuque,
Iowa
|
$64.5M
|
+$2.55M
|
+81,671
|
+4%
|
|
|
4
|
Prairiewood Capital
Fargo,
North Dakota
|
$62.7M
|
+$4.95M
|
+158,837
|
+9%
|
|
|
5
|
Clarius Group LLC
Seattle,
Washington
|
$59.5M
|
-$917K
|
-29,398
|
-2%
|
|
|
6
|
Vantagepoint Investment Advisers
Washington,
District of Columbia
|
$49.4M
|
–
|
–
|
–
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$45M
|
+$2.4M
|
+76,901
|
+6%
|
|
|
8
|
|
$40.4M
|
-$129K
|
-4,151
|
-0.3%
|
|
|
9
|
|
$38.4M
|
-$522K
|
-16,738
|
-1%
|
|
|
10
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
$36M
|
+$697K
|
+22,347
|
+2%
|
|
|
11
|
Solitude Financial Services
Charlottesville,
Virginia
|
$31.5M
|
+$719K
|
+23,062
|
+2%
|
|
|
12
|
Ironwood Investment Counsel
Scottsdale,
Arizona
|
$31.1M
|
-$1.45M
|
-46,474
|
-4%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$30.3M
|
-$2.5M
|
-80,184
|
-8%
|
|
|
14
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$29M
|
+$571K
|
+18,325
|
+2%
|
|
|
15
|
AlphaCore Capital
La Jolla,
California
|
$28.4M
|
-$455K
|
-14,581
|
-2%
|
|
|
16
|
First Pacific Financial
Vancouver,
Washington
|
$28.1M
|
+$606K
|
+19,429
|
+2%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$28M
|
+$1.02M
|
+32,867
|
+4%
|
|
|
18
|
Trilogy Capital
Irvine,
California
|
$23.2M
|
-$281K
|
-8,999
|
-1%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$21M
|
-$1.61M
|
-51,533
|
-7%
|
|
|
20
|
Gemmer Asset Management
Walnut Creek,
California
|
$20.2M
|
+$424K
|
+13,605
|
+2%
|
|
|
21
|
Bell Investment Advisors
Oakland,
California
|
$20M
|
-$70K
|
-2,246
|
-0.4%
|
|
|
22
|
Wealth Forward LLC
Fargo,
North Dakota
|
$18.5M
|
+$206K
|
+6,593
|
+1%
|
|
|
23
|
|
$16.5M
|
-$951K
|
-30,501
|
-6%
|
|
|
24
|
Mariner
Overland Park,
Kansas
|
$16.3M
|
+$6.16M
|
+197,637
|
+62%
|
|
|
25
|
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
$15.8M
|
+$540K
|
+17,324
|
+4%
|
|
