|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$2.84B
|
+$72.9M
|
+2,691,616
|
+3%
|
|
|
2
|
Victory Capital Management
San Antonio,
Texas
|
$317M
|
-$17.3M
|
-638,215
|
-6%
|
|
|
3
|
United Services Automobile Association
San Antonio,
Texas
|
$141M
|
–
|
–
|
–
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$123M
|
+$114M
|
+4,204,597
|
+132,303%
|
|
|
5
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$93.2M
|
+$9.11M
|
+336,215
|
+12%
|
|
|
6
|
|
$85.8M
|
-$15.5M
|
-573,737
|
-16%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$69.1M
|
-$1.19M
|
-44,084
|
-2%
|
|
|
8
|
ALPS Advisors
Denver,
Colorado
|
$41.4M
|
-$1.86M
|
-68,650
|
-5%
|
|
|
9
|
Foster & Motley
Cincinnati,
Ohio
|
$37.2M
|
+$141K
|
+5,191
|
+0.4%
|
|
|
10
|
|
$33M
|
+$30.5M
|
+1,127,745
|
New
|
|
|
11
|
Callan Capital
La Jolla,
California
|
$28.6M
|
+$138K
|
+5,082
|
+0.5%
|
|
|
12
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$23.3M
|
+$1.44M
|
+52,989
|
+7%
|
|
|
13
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$21.2M
|
-$89.6K
|
-3,307
|
-0.5%
|
|
|
14
|
|
$20.8M
|
+$19.2M
|
+710,183
|
New
|
|
|
15
|
Opes Wealth Management
Menlo Park,
California
|
$20.2M
|
+$1.26M
|
+46,645
|
+7%
|
|
|
16
|
Cabot Wealth Management
Salem,
Massachusetts
|
$18.3M
|
-$150K
|
-5,531
|
-0.9%
|
|
|
17
|
Geneos Wealth Management
Englewood,
Colorado
|
$16.9M
|
-$216K
|
-7,969
|
-2%
|
|
|
18
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$16.5M
|
+$13.2M
|
+486,236
|
+632%
|
|
|
19
|
Your Advocates Ltd
Houston,
Texas
|
$16.4M
|
+$9.81M
|
+362,305
|
+183%
|
|
|
20
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$15.1M
|
+$884K
|
+32,643
|
+7%
|
|
|
21
|
Arlington Financial Advisors
Santa Barbara,
California
|
$14.4M
|
+$371K
|
+13,703
|
+3%
|
|
|
22
|
Charles Schwab Trust
Henderson,
Nevada
|
$14.4M
|
+$4.1M
|
+151,413
|
+44%
|
|
|
23
|
Keebeck Wealth Management
Chicago,
Illinois
|
$13.6M
|
+$642K
|
+23,703
|
+5%
|
|
|
24
|
Berger Financial Group
Plymouth,
Minnesota
|
$12.4M
|
+$11.5M
|
+423,730
|
New
|
|
|
25
|
|
$11.4M
|
-$509K
|
-18,791
|
-5%
|
|
