|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$2.32B
|
+$35M
|
+1,408,001
|
+2%
|
|
|
2
|
Victory Capital Management
San Antonio,
Texas
|
$282M
|
-$14.5M
|
-582,841
|
-5%
|
|
|
3
|
United Services Automobile Association
San Antonio,
Texas
|
$118M
|
-$9.25M
|
-371,663
|
-7%
|
|
|
4
|
|
$86.1M
|
+$1.07M
|
+43,147
|
+1%
|
|
|
5
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$69.9M
|
+$2M
|
+80,405
|
+3%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$59M
|
-$11.1M
|
-445,927
|
-16%
|
|
|
7
|
ALPS Advisors
Denver,
Colorado
|
$36.5M
|
+$5.06M
|
+203,590
|
+16%
|
|
|
8
|
Foster & Motley
Cincinnati,
Ohio
|
$31.1M
|
+$152K
|
+6,116
|
+0.5%
|
|
|
9
|
Credit Suisse
Zurich,
Switzerland
|
$27M
|
+$27.4M
|
+1,100,000
|
New
|
|
|
10
|
Callan Capital
La Jolla,
California
|
$23.9M
|
+$1.8M
|
+72,231
|
+8%
|
|
|
11
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$18.2M
|
+$4.33M
|
+174,235
|
+31%
|
|
|
12
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$17.9M
|
+$8.81M
|
+353,990
|
+95%
|
|
|
13
|
Opes Wealth Management
Menlo Park,
California
|
$15.8M
|
-$872K
|
-35,038
|
-5%
|
|
|
14
|
Cabot Wealth Management
Salem,
Massachusetts
|
$15.5M
|
-$504K
|
-20,267
|
-3%
|
|
|
15
|
Geneos Wealth Management
Englewood,
Colorado
|
$12.8M
|
+$687K
|
+27,628
|
+6%
|
|
|
16
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$11.9M
|
+$907K
|
+36,445
|
+8%
|
|
|
17
|
Arlington Financial Advisors
Santa Barbara,
California
|
$11.8M
|
+$62.5K
|
+2,512
|
+0.5%
|
|
|
18
|
Keebeck Wealth Management
Chicago,
Illinois
|
$10.8M
|
+$11M
|
+440,873
|
New
|
|
|
19
|
|
$10M
|
-$781K
|
-31,391
|
-7%
|
|
|
20
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$9.66M
|
-$49.7K
|
-1,998
|
-0.5%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$9.46M
|
-$3.9M
|
-156,647
|
-29%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.82M
|
+$1.62M
|
+65,083
|
+22%
|
|
|
23
|
Charles Schwab Trust
Henderson,
Nevada
|
$8.37M
|
+$951K
|
+38,227
|
+13%
|
|
|
24
|
|
$8.14M
|
+$29.8K
|
+1,197
|
+0.4%
|
|
|
25
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$6.67M
|
-$787K
|
-31,655
|
-10%
|
|
