|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.87B
|
+$720M
|
+32,125,119
|
+67%
|
|
|
2
|
Victory Capital Management
San Antonio,
Texas
|
$136M
|
–
|
–
|
–
|
|
|
3
|
Morningstar Investment Services
Chicago,
Illinois
|
$52.2M
|
-$7.62M
|
-339,956
|
-13%
|
|
|
4
|
United Services Automobile Association
San Antonio,
Texas
|
$28.8M
|
–
|
–
|
–
|
|
|
5
|
Foster & Motley
Cincinnati,
Ohio
|
$23.9M
|
+$1.58M
|
+70,543
|
+7%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$19.4M
|
-$2.74M
|
-122,173
|
-13%
|
|
|
7
|
Lee Financial
Dallas,
Texas
|
$19.3M
|
-$4.45M
|
-198,781
|
-19%
|
|
|
8
|
|
$17.3M
|
-$1.48M
|
-66,181
|
-8%
|
|
|
9
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$15.7M
|
+$1.2M
|
+53,449
|
+9%
|
|
|
10
|
Elgethun Capital Management
Sioux Falls,
South Dakota
|
$13.9M
|
+$2.21M
|
+98,653
|
+20%
|
|
|
11
|
ALPS Advisors
Denver,
Colorado
|
$13.3M
|
-$143K
|
-6,370
|
-1%
|
|
|
12
|
Your Advocates Ltd
Houston,
Texas
|
$9.68M
|
-$673K
|
-30,023
|
-7%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$9.12M
|
-$732K
|
-32,661
|
-8%
|
|
|
14
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$8.99M
|
+$1.92M
|
+85,604
|
+29%
|
|
|
15
|
Cabot Wealth Management
Salem,
Massachusetts
|
$7.81M
|
+$582K
|
+25,981
|
+8%
|
|
|
16
|
Charles Schwab Trust
Henderson,
Nevada
|
$7.06M
|
+$4.47M
|
+199,614
|
+195%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.8M
|
+$521K
|
+23,230
|
+9%
|
|
|
18
|
Fidelity Investments
Boston,
Massachusetts
|
$6.69M
|
-$62.7M
|
-2,796,525
|
-91%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$6.36M
|
-$2.06M
|
-91,832
|
-25%
|
|
|
20
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$6.04M
|
+$87.1K
|
+3,888
|
+2%
|
|
|
21
|
Morningstar Investment Management
Chicago,
Illinois
|
$5.66M
|
-$2.99M
|
-133,427
|
-36%
|
|
|
22
|
Savant Capital
Rockford,
Illinois
|
$5.62M
|
+$652K
|
+29,117
|
+14%
|
|
|
23
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$5.44M
|
+$1.27M
|
+56,766
|
+32%
|
|
|
24
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$5.22M
|
+$11.7K
|
+521
|
+0.2%
|
|
|
25
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$5.17M
|
+$2.89M
|
+128,810
|
+140%
|
|
