|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.04B
|
-$21.4M
|
-791,671
|
-2%
|
|
|
2
|
United Services Automobile Association
San Antonio,
Texas
|
$152M
|
-$2.16M
|
-79,561
|
-1%
|
|
|
3
|
Morningstar Investment Services
Chicago,
Illinois
|
$61M
|
+$5.87M
|
+216,666
|
+10%
|
|
|
4
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$27.2M
|
+$39.3K
|
+1,449
|
+0.1%
|
|
|
5
|
Ackerman Capital Advisors
Dallas,
Texas
|
$27M
|
+$28.3M
|
+1,046,075
|
New
|
|
|
6
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$24.1M
|
-$643K
|
-23,730
|
-2%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.9M
|
+$4.71M
|
+173,853
|
+36%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$16.2M
|
+$11.7M
|
+431,312
|
+221%
|
|
|
9
|
Foster & Motley
Cincinnati,
Ohio
|
$13.9M
|
+$834K
|
+30,778
|
+6%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$11.7M
|
+$2.41M
|
+88,964
|
+25%
|
|
|
11
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$9.94M
|
+$10.2M
|
+376,284
|
+4,518%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$9.28M
|
-$473K
|
-17,470
|
-5%
|
|
|
13
|
Cabot Wealth Management
Salem,
Massachusetts
|
$7.45M
|
-$664K
|
-24,521
|
-8%
|
|
|
14
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$6.99M
|
+$245K
|
+9,053
|
+3%
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
$5.34M
|
-$13.3M
|
-492,146
|
-70%
|
|
|
16
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$4.86M
|
+$5.09M
|
+187,967
|
New
|
|
|
17
|
Elgethun Capital Management
Sioux Falls,
South Dakota
|
$4.74M
|
-$212K
|
-7,832
|
-4%
|
|
|
18
|
Freestone Capital Holdings
Seattle,
Washington
|
$4.26M
|
+$4.26M
|
+157,183
|
+2,033%
|
|
|
19
|
ALPS Advisors
Denver,
Colorado
|
$3.72M
|
+$3.9M
|
+144,061
|
New
|
|
|
20
|
Parametric Portfolio Associates
Seattle,
Washington
|
$3.4M
|
-$5.63M
|
-207,877
|
-61%
|
|
|
21
|
|
$3.29M
|
+$1.67M
|
+61,722
|
+94%
|
|
|
22
|
Morningstar Investment Management
Chicago,
Illinois
|
$3.22M
|
+$3.37M
|
+124,557
|
New
|
|
|
23
|
Opes Advisors
Cupertino,
California
|
$2.79M
|
+$2.41M
|
+89,051
|
+467%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.73M
|
-$294K
|
-10,867
|
-9%
|
|
|
25
|
RHS Financial
San Francisco,
California
|
$2.51M
|
+$2.64M
|
+97,329
|
New
|
|
