|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.36B
|
+$50.8M
|
+1,766,241
|
+4%
|
|
|
2
|
Victory Capital Management
San Antonio,
Texas
|
$177M
|
+$6.77M
|
+235,171
|
+4%
|
|
|
3
|
Fidelity Investments
Boston,
Massachusetts
|
$85.3M
|
+$5.78M
|
+200,800
|
+8%
|
|
|
4
|
Morningstar Investment Services
Chicago,
Illinois
|
$63.2M
|
-$10.3M
|
-356,520
|
-14%
|
|
|
5
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$59.1M
|
+$57M
|
+1,980,000
|
New
|
|
|
6
|
United Services Automobile Association
San Antonio,
Texas
|
$43.2M
|
–
|
–
|
–
|
|
|
7
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$37.5M
|
+$538K
|
+18,705
|
+2%
|
|
|
8
|
Lee Financial
Dallas,
Texas
|
$28.5M
|
+$15.1M
|
+525,467
|
+123%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$24M
|
-$6.34M
|
-220,454
|
-21%
|
|
|
10
|
|
$23.8M
|
+$2.58M
|
+89,835
|
+13%
|
|
|
11
|
Foster & Motley
Cincinnati,
Ohio
|
$18.9M
|
+$257K
|
+8,930
|
+1%
|
|
|
12
|
Ackerman Capital Advisors
Dallas,
Texas
|
$18.8M
|
-$8.15M
|
-283,083
|
-31%
|
|
|
13
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$16.6M
|
+$1.02M
|
+35,457
|
+7%
|
|
|
14
|
Your Advocates Ltd
Houston,
Texas
|
$15.4M
|
+$14.9M
|
+516,583
|
New
|
|
|
15
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$14.4M
|
+$2.47M
|
+85,687
|
+22%
|
|
|
16
|
Elgethun Capital Management
Sioux Falls,
South Dakota
|
$14.2M
|
+$493K
|
+17,139
|
+4%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$10.5M
|
-$5M
|
-173,793
|
-33%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$10.4M
|
-$1.36M
|
-47,198
|
-12%
|
|
|
19
|
Cabot Wealth Management
Salem,
Massachusetts
|
$8.78M
|
+$71.6K
|
+2,488
|
+0.9%
|
|
|
20
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$8.2M
|
+$43.2K
|
+1,502
|
+0.5%
|
|
|
21
|
|
$8.05M
|
+$7.76M
|
+269,739
|
New
|
|
|
22
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$7.89M
|
+$367K
|
+12,765
|
+5%
|
|
|
23
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$7.24M
|
+$6.98M
|
+242,731
|
New
|
|
|
24
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$7.01M
|
+$4.36M
|
+151,432
|
+182%
|
|
|
25
|
Altus Wealth Management
Ft Mitchell,
Kentucky
|
$6.94M
|
+$6.69M
|
+232,658
|
New
|
|
