|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$2.9B
|
+$165M
|
+5,775,472
|
+6%
|
|
|
2
|
Victory Capital Management
San Antonio,
Texas
|
$369M
|
+$11.5M
|
+401,940
|
+3%
|
|
|
3
|
United Services Automobile Association
San Antonio,
Texas
|
$168M
|
–
|
–
|
–
|
|
|
4
|
|
$137M
|
+$2.39M
|
+84,025
|
+2%
|
|
|
5
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$50.2M
|
+$8.43M
|
+295,939
|
+21%
|
|
|
6
|
Foster & Motley
Cincinnati,
Ohio
|
$32.5M
|
+$500K
|
+17,563
|
+2%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$21.4M
|
+$1.04M
|
+36,605
|
+5%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$20.8M
|
+$18.1M
|
+636,656
|
+758%
|
|
|
9
|
Opes Wealth Management
Menlo Park,
California
|
$19.2M
|
-$684
|
-24
|
-0%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$17.6M
|
+$820K
|
+28,784
|
+5%
|
|
|
11
|
|
$17.3M
|
-$1.34M
|
-46,978
|
-7%
|
|
|
12
|
Cabot Wealth Management
Salem,
Massachusetts
|
$16.3M
|
+$63.7K
|
+2,237
|
+0.4%
|
|
|
13
|
Your Advocates Ltd
Houston,
Texas
|
$14.3M
|
+$14.1M
|
+493,913
|
New
|
|
|
14
|
Ackerman Capital Advisors
Dallas,
Texas
|
$14M
|
-$1.08M
|
-37,759
|
-9%
|
|
|
15
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$12.8M
|
-$257K
|
-9,026
|
-2%
|
|
|
16
|
Arlington Financial Advisors
Santa Barbara,
California
|
$11.3M
|
+$331K
|
+11,630
|
+3%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$10.9M
|
+$646K
|
+22,660
|
+6%
|
|
|
18
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$9.99M
|
+$3.67M
|
+128,718
|
+59%
|
|
|
19
|
Tarbox Family Office
Newport Beach,
California
|
$9.71M
|
+$561K
|
+19,689
|
+6%
|
|
|
20
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$9.45M
|
+$8.28M
|
+290,706
|
+805%
|
|
|
21
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$9.14M
|
+$513K
|
+18,022
|
+6%
|
|
|
22
|
|
$8.87M
|
-$435K
|
-15,260
|
-5%
|
|
|
23
|
Mariner
Overland Park,
Kansas
|
$8.56M
|
+$58K
|
+2,036
|
+0.7%
|
|
|
24
|
Geneos Wealth Management
Englewood,
Colorado
|
$7.93M
|
+$602K
|
+21,129
|
+8%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.42M
|
+$56.4K
|
+1,981
|
+0.8%
|
|
