|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$3.25B
|
+$130M
|
+4,146,138
|
+4%
|
|
|
2
|
Victory Capital Management
San Antonio,
Texas
|
$321M
|
-$26.7M
|
-855,175
|
-8%
|
|
|
3
|
United Services Automobile Association
San Antonio,
Texas
|
$135M
|
-$19.2M
|
-613,104
|
-13%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$133M
|
-$1.61M
|
-51,520
|
-1%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$94.3M
|
+$18.1M
|
+579,771
|
+25%
|
|
|
6
|
|
$91.5M
|
-$2.46M
|
-78,570
|
-3%
|
|
|
7
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$87.2M
|
-$14.6M
|
-467,284
|
-15%
|
|
|
8
|
ALPS Advisors
Denver,
Colorado
|
$51.4M
|
+$5.79M
|
+185,110
|
+13%
|
|
|
9
|
Foster & Motley
Cincinnati,
Ohio
|
$45.4M
|
+$4.49M
|
+143,536
|
+11%
|
|
|
10
|
Callan Capital
La Jolla,
California
|
$33.4M
|
+$2.03M
|
+64,849
|
+7%
|
|
|
11
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$25.9M
|
+$375K
|
+11,989
|
+2%
|
|
|
12
|
Opes Wealth Management
Menlo Park,
California
|
$22.4M
|
+$244K
|
+7,818
|
+1%
|
|
|
13
|
Charles Schwab Trust
Henderson,
Nevada
|
$21.6M
|
+$5.47M
|
+175,034
|
+36%
|
|
|
14
|
Cabot Wealth Management
Salem,
Massachusetts
|
$19.7M
|
-$436K
|
-13,944
|
-2%
|
|
|
15
|
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
|
$19.3M
|
+$18.7M
|
+599,732
|
New
|
|
|
16
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$18.2M
|
+$144K
|
+4,595
|
+0.8%
|
|
|
17
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$17.6M
|
+$1.02M
|
+32,715
|
+6%
|
|
|
18
|
Geneos Wealth Management
Englewood,
Colorado
|
$17M
|
-$36.4K
|
-1,163
|
-0.2%
|
|
|
19
|
Arlington Financial Advisors
Santa Barbara,
California
|
$16M
|
+$115K
|
+3,670
|
+0.7%
|
|
|
20
|
Your Advocates Ltd
Houston,
Texas
|
$15.3M
|
-$2.63M
|
-84,249
|
-15%
|
|
|
21
|
Keebeck Wealth Management
Chicago,
Illinois
|
$14.9M
|
-$34K
|
-1,087
|
-0.2%
|
|
|
22
|
Treybourne Wealth Planners
Greenwood,
Indiana
|
$14.6M
|
+$3.71M
|
+118,656
|
+35%
|
|
|
23
|
|
$12.9M
|
+$662K
|
+21,183
|
+6%
|
|
|
24
|
1900 Wealth Management
San Antonio,
Texas
|
$12.3M
|
+$423K
|
+13,535
|
+4%
|
|
|
25
|
Ackerman Capital Advisors
Dallas,
Texas
|
$12.1M
|
+$3.53M
|
+112,928
|
+43%
|
|
