|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.94B
|
+$45.9M
|
+1,865,226
|
+2%
|
|
|
2
|
Victory Capital Management
San Antonio,
Texas
|
$131M
|
-$6.52M
|
-264,741
|
-5%
|
|
|
3
|
Morningstar Investment Services
Chicago,
Illinois
|
$51.8M
|
-$150K
|
-6,084
|
-0.3%
|
|
|
4
|
United Services Automobile Association
San Antonio,
Texas
|
$28M
|
-$1.32M
|
-53,782
|
-4%
|
|
|
5
|
Foster & Motley
Cincinnati,
Ohio
|
$24.1M
|
-$119K
|
-4,812
|
-0.5%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$19.3M
|
-$324K
|
-13,162
|
-2%
|
|
|
7
|
|
$18.7M
|
+$19.5M
|
+790,212
|
New
|
|
|
8
|
Lee Financial
Dallas,
Texas
|
$18.4M
|
-$1.18M
|
-48,073
|
-6%
|
|
|
9
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$16.7M
|
+$783K
|
+31,787
|
+5%
|
|
|
10
|
|
$16.5M
|
-$1.07M
|
-43,312
|
-6%
|
|
|
11
|
Elgethun Capital Management
Sioux Falls,
South Dakota
|
$14.4M
|
+$86.1K
|
+3,495
|
+0.6%
|
|
|
12
|
Savant Capital
Rockford,
Illinois
|
$14.3M
|
+$8.92M
|
+361,960
|
+151%
|
|
|
13
|
ALPS Advisors
Denver,
Colorado
|
$14M
|
+$516K
|
+20,940
|
+4%
|
|
|
14
|
Your Advocates Ltd
Houston,
Texas
|
$9.39M
|
+$69.2K
|
+2,811
|
+0.7%
|
|
|
15
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$9.03M
|
-$82K
|
-3,331
|
-0.9%
|
|
|
16
|
Charles Schwab Trust
Henderson,
Nevada
|
$8.23M
|
+$1.11M
|
+45,175
|
+15%
|
|
|
17
|
Cabot Wealth Management
Salem,
Massachusetts
|
$7.69M
|
-$231K
|
-9,399
|
-3%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$7.54M
|
+$672K
|
+27,297
|
+9%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$6.66M
|
+$220K
|
+8,921
|
+3%
|
|
|
20
|
Morningstar Investment Management
Chicago,
Illinois
|
$6.63M
|
+$927K
|
+37,626
|
+16%
|
|
|
21
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$5.86M
|
+$783K
|
+31,804
|
+15%
|
|
|
22
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$5.81M
|
+$592K
|
+24,024
|
+11%
|
|
|
23
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$5.7M
|
-$439K
|
-17,815
|
-7%
|
|
|
24
|
Asset Dedication LLC
San Francisco,
California
|
$5.69M
|
+$737K
|
+29,923
|
+14%
|
|
|
25
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$5.66M
|
+$962K
|
+39,073
|
+20%
|
|
