|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$3.13B
|
+$109M
|
+3,398,214
|
+3%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$219M
|
-$24M
|
-751,883
|
-10%
|
|
|
3
|
Victory Capital Management
San Antonio,
Texas
|
$115M
|
–
|
–
|
–
|
|
|
4
|
Morningstar Investment Services
Chicago,
Illinois
|
$83.7M
|
-$8.38M
|
-262,188
|
-9%
|
|
|
5
|
Lee Financial
Dallas,
Texas
|
$40.7M
|
+$4.48M
|
+140,179
|
+12%
|
|
|
6
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$39.8M
|
+$1.35M
|
+42,100
|
+3%
|
|
|
7
|
Foster & Motley
Cincinnati,
Ohio
|
$39M
|
+$2.96M
|
+92,611
|
+8%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$28.8M
|
+$396K
|
+12,382
|
+1%
|
|
|
9
|
|
$28.7M
|
+$952K
|
+29,790
|
+3%
|
|
|
10
|
|
$22.5M
|
+$22.7M
|
+711,586
|
+4,929%
|
|
|
11
|
Elgethun Capital Management
Sioux Falls,
South Dakota
|
$21.2M
|
+$772K
|
+24,143
|
+4%
|
|
|
12
|
Charles Schwab
San Francisco,
California
|
$20.8M
|
+$773K
|
+24,180
|
+4%
|
|
|
13
|
Savant Capital
Rockford,
Illinois
|
$20.1M
|
-$1.72M
|
-53,679
|
-8%
|
|
|
14
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$18.7M
|
-$322K
|
-10,065
|
-2%
|
|
|
15
|
ALPS Advisors
Denver,
Colorado
|
$18.6M
|
+$220K
|
+6,890
|
+1%
|
|
|
16
|
Bogart Wealth LLC
Mclean,
Virginia
|
$17.1M
|
-$17.3M
|
-540,181
|
-50%
|
|
|
17
|
Unison Advisors
Washington,
District of Columbia
|
$16.2M
|
+$10.5M
|
+327,833
|
+168%
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$16M
|
-$452K
|
-14,124
|
-3%
|
|
|
19
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$14.3M
|
+$14.8M
|
+462,836
|
New
|
|
|
20
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$13.8M
|
+$910K
|
+28,465
|
+7%
|
|
|
21
|
Systelligence LLC
Bloomington,
Minnesota
|
$11.1M
|
+$7.82M
|
+244,495
|
+213%
|
|
|
22
|
Morningstar Investment Management
Chicago,
Illinois
|
$10.9M
|
+$121K
|
+3,789
|
+1%
|
|
|
23
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$10.6M
|
+$686K
|
+21,468
|
+7%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$10.5M
|
-$546K
|
-17,071
|
-5%
|
|
|
25
|
Cabot Wealth Management
Salem,
Massachusetts
|
$10.2M
|
-$50.7K
|
-1,586
|
-0.5%
|
|
