|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.16B
|
+$33.8M
|
+1,217,418
|
+3%
|
|
|
2
|
United Services Automobile Association
San Antonio,
Texas
|
$163M
|
–
|
–
|
–
|
|
|
3
|
Morningstar Investment Services
Chicago,
Illinois
|
$72.8M
|
+$7.31M
|
+263,335
|
+11%
|
|
|
4
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$32.2M
|
+$6.3M
|
+226,748
|
+24%
|
|
|
5
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$30.8M
|
+$1.62M
|
+58,397
|
+6%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$19.4M
|
+$1.27M
|
+45,771
|
+7%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$18.6M
|
+$17.9M
|
+643,340
|
+2,204%
|
|
|
8
|
Foster & Motley
Cincinnati,
Ohio
|
$15.4M
|
+$498K
|
+17,924
|
+3%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$12.6M
|
+$20.5K
|
+739
|
+0.2%
|
|
|
10
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$11.8M
|
+$1.1M
|
+39,720
|
+10%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$11.6M
|
+$1.64M
|
+58,974
|
+16%
|
|
|
12
|
Cabot Wealth Management
Salem,
Massachusetts
|
$8.18M
|
+$185K
|
+6,667
|
+2%
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$7.92M
|
+$2.19M
|
+78,846
|
+38%
|
|
|
14
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$7.5M
|
-$8.89K
|
-320
|
-0.1%
|
|
|
15
|
Elgethun Capital Management
Sioux Falls,
South Dakota
|
$6.99M
|
+$1.93M
|
+69,604
|
+38%
|
|
|
16
|
|
$6.89M
|
+$3.36M
|
+120,993
|
+95%
|
|
|
17
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$5.42M
|
+$205K
|
+7,397
|
+4%
|
|
|
18
|
CIBC World Market
Toronto,
Ontario, Canada
|
$4.87M
|
+$4.88M
|
+175,673
|
New
|
|
|
19
|
Morningstar Investment Management
Chicago,
Illinois
|
$4.18M
|
+$732K
|
+26,349
|
+21%
|
|
|
20
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$4.01M
|
+$4.01M
|
+144,507
|
New
|
|
|
21
|
Edge Capital Group
Atlanta,
Georgia
|
$3.96M
|
+$1.84M
|
+66,417
|
+87%
|
|
|
22
|
ALPS Advisors
Denver,
Colorado
|
$3.92M
|
-$72.3K
|
-2,605
|
-2%
|
|
|
23
|
Parametric Portfolio Associates
Seattle,
Washington
|
$3.87M
|
+$213K
|
+7,678
|
+6%
|
|
|
24
|
RHS Financial
San Francisco,
California
|
$3.36M
|
+$661K
|
+23,814
|
+24%
|
|
|
25
|
|
$3.2M
|
+$3.2M
|
+115,389
|
New
|
|
