|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.2B
|
+$15.6M
|
+562,170
|
+1%
|
|
|
2
|
Victory Capital Management
San Antonio,
Texas
|
$156M
|
+$120M
|
+4,347,366
|
+318%
|
|
|
3
|
Fidelity Investments
Boston,
Massachusetts
|
$72.7M
|
+$73.5M
|
+2,652,387
|
+63,227%
|
|
|
4
|
Morningstar Investment Services
Chicago,
Illinois
|
$67.7M
|
-$1.84M
|
-66,407
|
-3%
|
|
|
5
|
United Services Automobile Association
San Antonio,
Texas
|
$39.7M
|
-$123M
|
-4,444,462
|
-75%
|
|
|
6
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$33.9M
|
+$1.61M
|
+58,036
|
+5%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$28.1M
|
+$7.76M
|
+280,325
|
+38%
|
|
|
8
|
Ackerman Capital Advisors
Dallas,
Texas
|
$25M
|
+$25.3M
|
+912,412
|
New
|
|
|
9
|
|
$19.3M
|
-$1.28M
|
-46,365
|
-6%
|
|
|
10
|
Foster & Motley
Cincinnati,
Ohio
|
$17.1M
|
+$1.13M
|
+40,933
|
+7%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$14.4M
|
+$1.35M
|
+48,667
|
+10%
|
|
|
12
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$14.3M
|
+$1.73M
|
+62,361
|
+14%
|
|
|
13
|
Elgethun Capital Management
Sioux Falls,
South Dakota
|
$12.6M
|
+$1.43M
|
+51,743
|
+13%
|
|
|
14
|
Lee Financial
Dallas,
Texas
|
$11.7M
|
+$11.9M
|
+428,284
|
+187,844%
|
|
|
15
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$11.1M
|
+$1.78M
|
+64,315
|
+19%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$10.9M
|
+$24.7K
|
+892
|
+0.2%
|
|
|
17
|
Cabot Wealth Management
Salem,
Massachusetts
|
$7.99M
|
-$118K
|
-4,248
|
-1%
|
|
|
18
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$7.48M
|
+$61.6K
|
+2,223
|
+0.8%
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$6.89M
|
+$5.99M
|
+216,273
|
+613%
|
|
|
20
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$5.5M
|
-$102K
|
-3,671
|
-2%
|
|
|
21
|
Edge Capital Group
Atlanta,
Georgia
|
$4.67M
|
+$21.8K
|
+787
|
+0.5%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.58M
|
+$1.72M
|
+62,102
|
+59%
|
|
|
23
|
ALPS Advisors
Denver,
Colorado
|
$4.27M
|
+$345K
|
+12,460
|
+9%
|
|
|
24
|
Parametric Portfolio Associates
Seattle,
Washington
|
$4.09M
|
+$273K
|
+9,861
|
+7%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.79M
|
+$277K
|
+10,001
|
+8%
|
|
