|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$2.38B
|
+$335M
|
+12,944,878
|
+13%
|
|
|
2
|
Victory Capital Management
San Antonio,
Texas
|
$255M
|
-$16.2M
|
-627,916
|
-5%
|
|
|
3
|
|
$130M
|
+$37.4M
|
+1,447,365
|
+30%
|
|
|
4
|
United Services Automobile Association
San Antonio,
Texas
|
$109M
|
-$16.2M
|
-627,916
|
-11%
|
|
|
5
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$65.4M
|
+$75.5M
|
+2,918,959
|
+1,514%
|
|
|
6
|
Foster & Motley
Cincinnati,
Ohio
|
$27.3M
|
+$4.53M
|
+175,303
|
+16%
|
|
|
7
|
ALPS Advisors
Denver,
Colorado
|
$26.8M
|
+$33M
|
+1,275,042
|
New
|
|
|
8
|
Opes Wealth Management
Menlo Park,
California
|
$16.7M
|
+$3.38M
|
+130,762
|
+20%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$16.2M
|
+$1.31M
|
+50,849
|
+7%
|
|
|
10
|
Cabot Wealth Management
Salem,
Massachusetts
|
$12.6M
|
+$885K
|
+34,226
|
+6%
|
|
|
11
|
Your Advocates Ltd
Houston,
Texas
|
$11.7M
|
+$1.62M
|
+62,666
|
+13%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$11.2M
|
-$2.04M
|
-78,924
|
-13%
|
|
|
13
|
Lutz Financial Services
Omaha,
Nebraska
|
$10.2M
|
+$12.6M
|
+486,837
|
New
|
|
|
14
|
|
$9.61M
|
-$3.65M
|
-141,095
|
-24%
|
|
|
15
|
Arlington Financial Advisors
Santa Barbara,
California
|
$9.47M
|
+$1.57M
|
+60,782
|
+16%
|
|
|
16
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$9.11M
|
-$34.1M
|
-1,318,928
|
-76%
|
|
|
17
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$8.91M
|
+$2.02M
|
+78,294
|
+23%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$8.84M
|
+$1.15M
|
+44,388
|
+12%
|
|
|
19
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$8.31M
|
+$1.77M
|
+68,436
|
+21%
|
|
|
20
|
Geneos Wealth Management
Englewood,
Colorado
|
$7.68M
|
+$2.51M
|
+96,916
|
+35%
|
|
|
21
|
|
$7.05M
|
+$742K
|
+28,696
|
+9%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.03M
|
+$5.22M
|
+201,927
|
+238%
|
|
|
23
|
Mariner
Overland Park,
Kansas
|
$5.65M
|
-$713K
|
-27,578
|
-9%
|
|
|
24
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$5.62M
|
-$1.26M
|
-48,597
|
-15%
|
|
|
25
|
Charles Schwab Trust
Henderson,
Nevada
|
$5.57M
|
+$2.8M
|
+108,394
|
+69%
|
|
