|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.24B
|
+$42.3M
|
+1,510,623
|
+4%
|
|
|
2
|
United Services Automobile Association
San Antonio,
Texas
|
$169M
|
–
|
–
|
–
|
|
|
3
|
Morningstar Investment Services
Chicago,
Illinois
|
$73M
|
-$2.41M
|
-86,119
|
-3%
|
|
|
4
|
Victory Capital Management
San Antonio,
Texas
|
$39.2M
|
+$38.2M
|
+1,365,606
|
New
|
|
|
5
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$33.9M
|
+$521K
|
+18,597
|
+2%
|
|
|
6
|
|
$21.6M
|
+$14.1M
|
+504,331
|
+203%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$21.4M
|
+$1.3M
|
+46,465
|
+7%
|
|
|
8
|
Foster & Motley
Cincinnati,
Ohio
|
$16.8M
|
+$757K
|
+27,050
|
+5%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$13.7M
|
+$674K
|
+24,078
|
+5%
|
|
|
10
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$13.2M
|
+$986K
|
+35,242
|
+8%
|
|
|
11
|
Elgethun Capital Management
Sioux Falls,
South Dakota
|
$11.7M
|
+$4.36M
|
+155,898
|
+62%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$11.4M
|
-$623K
|
-22,250
|
-5%
|
|
|
13
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$9.57M
|
+$8.24M
|
+294,484
|
+757%
|
|
|
14
|
Cabot Wealth Management
Salem,
Massachusetts
|
$8.51M
|
+$29.7K
|
+1,062
|
+0.4%
|
|
|
15
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$7.79M
|
+$21K
|
+752
|
+0.3%
|
|
|
16
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$5.88M
|
+$260K
|
+9,280
|
+5%
|
|
|
17
|
Citadel Advisors
Miami,
Florida
|
$5.02M
|
-$3.1M
|
-110,903
|
-39%
|
|
|
18
|
Edge Capital Group
Atlanta,
Georgia
|
$4.88M
|
+$760K
|
+27,150
|
+19%
|
|
|
19
|
Merriman Wealth Management
Seattle,
Washington
|
$4.81M
|
+$2.42M
|
+86,500
|
+110%
|
|
|
20
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$4.21M
|
+$55.7K
|
+1,990
|
+1%
|
|
|
21
|
CIBC World Market
Toronto,
Ontario, Canada
|
$4.17M
|
-$858K
|
-30,642
|
-17%
|
|
|
22
|
ALPS Advisors
Denver,
Colorado
|
$4.13M
|
+$60.1K
|
+2,147
|
+2%
|
|
|
23
|
Parametric Portfolio Associates
Seattle,
Washington
|
$4.01M
|
+$728
|
+26
|
+0%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.69M
|
+$3.59M
|
+128,439
|
New
|
|
|
25
|
Morningstar Investment Management
Chicago,
Illinois
|
$3.31M
|
-$1M
|
-35,887
|
-24%
|
|
