|
1
|
Charles Schwab
San Francisco,
California
|
$5.81B
|
-$6.5M
|
-194,144
|
-0.1%
|
|
|
2
|
Clearstead Advisors
Cleveland,
Ohio
|
$121M
|
+$125M
|
+3,732,722
|
+36,599%
|
|
|
3
|
Waddell & Associates
Memphis,
Tennessee
|
$93.6M
|
+$2.12M
|
+63,332
|
+2%
|
|
|
4
|
Steele Capital Management
Dubuque,
Iowa
|
$68.4M
|
+$2.03M
|
+60,573
|
+3%
|
|
|
5
|
Prairiewood Capital
Fargo,
North Dakota
|
$66.6M
|
+$2.14M
|
+63,840
|
+3%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$47.9M
|
+$1.65M
|
+49,343
|
+3%
|
|
|
7
|
Vantagepoint Investment Advisers
Washington,
District of Columbia
|
$46.8M
|
-$4.08M
|
-121,832
|
-8%
|
|
|
8
|
|
$41.1M
|
+$1.62M
|
+48,370
|
+4%
|
|
|
9
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
$37.5M
|
+$500K
|
+14,946
|
+1%
|
|
|
10
|
|
$36.6M
|
-$5.15M
|
-153,724
|
-12%
|
|
|
11
|
Solitude Financial Services
Charlottesville,
Virginia
|
$35.6M
|
+$1.01M
|
+30,300
|
+3%
|
|
|
12
|
Ironwood Investment Counsel
Scottsdale,
Arizona
|
$30.5M
|
-$1.61M
|
-47,996
|
-5%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$30.3M
|
-$1.44M
|
-43,142
|
-4%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$29.2M
|
+$429K
|
+12,819
|
+1%
|
|
|
15
|
First Pacific Financial
Vancouver,
Washington
|
$28.5M
|
-$432K
|
-12,920
|
-1%
|
|
|
16
|
AlphaCore Capital
La Jolla,
California
|
$26.5M
|
-$2.81M
|
-84,077
|
-9%
|
|
|
17
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$25M
|
-$4.99M
|
-149,129
|
-16%
|
|
|
18
|
Gemmer Asset Management
Walnut Creek,
California
|
$21M
|
+$202K
|
+6,033
|
+0.9%
|
|
|
19
|
Trilogy Capital
Irvine,
California
|
$20.1M
|
-$3.9M
|
-116,407
|
-16%
|
|
|
20
|
Wealth Forward LLC
Fargo,
North Dakota
|
$19.2M
|
+$156K
|
+4,661
|
+0.8%
|
|
|
21
|
HORAN Wealth
Cincinnati,
Ohio
|
$18.7M
|
+$9.75M
|
+291,350
|
+102%
|
|
|
22
|
Seven Springs Wealth Group
Brentwood,
Tennessee
|
$18.5M
|
+$3.41M
|
+101,735
|
+22%
|
|
|
23
|
|
$17.6M
|
+$657K
|
+19,641
|
+4%
|
|
|
24
|
Mariner
Overland Park,
Kansas
|
$16.7M
|
-$146K
|
-4,374
|
-0.8%
|
|
|
25
|
Foster & Motley
Cincinnati,
Ohio
|
$15.3M
|
-$288K
|
-8,603
|
-2%
|
|
