|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$2.38B
|
+$63M
|
+2,415,115
|
+3%
|
|
|
2
|
Victory Capital Management
San Antonio,
Texas
|
$142M
|
-$13M
|
-497,222
|
-9%
|
|
|
3
|
Morningstar Investment Services
Chicago,
Illinois
|
$60.5M
|
-$1.66M
|
-63,836
|
-3%
|
|
|
4
|
United Services Automobile Association
San Antonio,
Texas
|
$33.3M
|
–
|
–
|
–
|
|
|
5
|
Foster & Motley
Cincinnati,
Ohio
|
$29.1M
|
+$341K
|
+13,068
|
+1%
|
|
|
6
|
Savant Capital
Rockford,
Illinois
|
$27.1M
|
+$9.34M
|
+358,069
|
+59%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$22.3M
|
-$655K
|
-25,104
|
-3%
|
|
|
8
|
Lee Financial
Dallas,
Texas
|
$21.3M
|
-$590K
|
-22,614
|
-3%
|
|
|
9
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$19.7M
|
-$796K
|
-30,518
|
-4%
|
|
|
10
|
|
$19.1M
|
-$496K
|
-19,008
|
-3%
|
|
|
11
|
Fidelity Investments
Boston,
Massachusetts
|
$17.9M
|
+$10.7M
|
+409,490
|
+183%
|
|
|
12
|
Elgethun Capital Management
Sioux Falls,
South Dakota
|
$17.9M
|
+$678K
|
+25,988
|
+4%
|
|
|
13
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$17.4M
|
+$13M
|
+497,469
|
+424%
|
|
|
14
|
ALPS Advisors
Denver,
Colorado
|
$16.4M
|
-$240K
|
-9,220
|
-2%
|
|
|
15
|
Your Advocates Ltd
Houston,
Texas
|
$11.7M
|
+$454K
|
+17,399
|
+4%
|
|
|
16
|
Charles Schwab Trust
Henderson,
Nevada
|
$11M
|
+$1.13M
|
+43,396
|
+13%
|
|
|
17
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$10.8M
|
+$17.8K
|
+682
|
+0.2%
|
|
|
18
|
Cabot Wealth Management
Salem,
Massachusetts
|
$9.4M
|
+$217K
|
+8,312
|
+3%
|
|
|
19
|
Morningstar Investment Management
Chicago,
Illinois
|
$9.39M
|
+$1.38M
|
+52,728
|
+19%
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$9.34M
|
+$2.57M
|
+98,598
|
+43%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$9.29M
|
+$289K
|
+11,064
|
+3%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$7.99M
|
+$58.4K
|
+2,240
|
+0.8%
|
|
|
23
|
Asset Dedication LLC
San Francisco,
California
|
$7.62M
|
+$755K
|
+28,944
|
+12%
|
|
|
24
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$7.5M
|
+$535K
|
+20,524
|
+8%
|
|
|
25
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$7.38M
|
+$366K
|
+14,029
|
+6%
|
|
