|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$984M
|
+$61.8M
|
+2,357,321
|
+5%
|
|
|
2
|
Victory Capital Management
San Antonio,
Texas
|
$119M
|
-$3.8M
|
-144,843
|
-2%
|
|
|
3
|
Fidelity Investments
Boston,
Massachusetts
|
$63.4M
|
+$5.89M
|
+224,849
|
+8%
|
|
|
4
|
Morningstar Investment Services
Chicago,
Illinois
|
$52.1M
|
+$11.3M
|
+432,038
|
+20%
|
|
|
5
|
United Services Automobile Association
San Antonio,
Texas
|
$25.3M
|
-$5.68M
|
-216,843
|
-15%
|
|
|
6
|
Lee Financial
Dallas,
Texas
|
$21M
|
+$1.81M
|
+68,962
|
+7%
|
|
|
7
|
Foster & Motley
Cincinnati,
Ohio
|
$19.5M
|
+$8.3M
|
+316,568
|
+50%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$19.5M
|
+$3.77M
|
+143,917
|
+18%
|
|
|
9
|
|
$16.6M
|
+$250K
|
+9,523
|
+1%
|
|
|
10
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$12.7M
|
+$1.56M
|
+59,447
|
+11%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$12.2M
|
+$8.57M
|
+326,946
|
+124%
|
|
|
12
|
ALPS Advisors
Denver,
Colorado
|
$11.8M
|
+$10.9M
|
+417,580
|
+265%
|
|
|
13
|
Elgethun Capital Management
Sioux Falls,
South Dakota
|
$10.4M
|
+$706K
|
+26,942
|
+6%
|
|
|
14
|
|
$10.3M
|
+$6.08M
|
+231,887
|
+86%
|
|
|
15
|
Your Advocates Ltd
Houston,
Texas
|
$8.7M
|
-$2.45M
|
-93,418
|
-18%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$8.68M
|
+$1.85M
|
+70,492
|
+20%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$7.47M
|
+$360K
|
+13,726
|
+4%
|
|
|
18
|
Morningstar Investment Management
Chicago,
Illinois
|
$6.85M
|
+$5.92M
|
+225,869
|
+151%
|
|
|
19
|
Cabot Wealth Management
Salem,
Massachusetts
|
$6.33M
|
+$352K
|
+13,430
|
+5%
|
|
|
20
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$6.14M
|
+$5.04M
|
+192,319
|
+181%
|
|
|
21
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$5.88M
|
+$1.13M
|
+43,041
|
+18%
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.49M
|
+$2.96M
|
+112,850
|
+73%
|
|
|
23
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$5.23M
|
+$959K
|
+36,595
|
+17%
|
|
|
24
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$4.57M
|
+$1.32M
|
+50,461
|
+29%
|
|
|
25
|
Asset Dedication LLC
San Francisco,
California
|
$4.47M
|
+$2.99M
|
+113,933
|
+110%
|
|
