|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$4.5B
|
+$211M
|
+15,432,696
|
+5%
|
|
|
2
|
Madison Asset Management
Madison,
Wisconsin
|
$58.1M
|
+$55.8M
|
+4,083,120
|
New
|
|
|
3
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$48.2M
|
+$2.02M
|
+147,966
|
+5%
|
|
|
4
|
Glassman Wealth Services
Vienna,
Virginia
|
$41.5M
|
+$407K
|
+29,823
|
+1%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$37.9M
|
+$2.01M
|
+147,492
|
+6%
|
|
|
6
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$36.9M
|
+$5.99M
|
+438,885
|
+20%
|
|
|
7
|
Oxford Financial Group
Carmel,
Indiana
|
$32.9M
|
-$13.8M
|
-1,010,028
|
-30%
|
|
|
8
|
Cobblestone Capital Advisors
Rochester,
New York
|
$27.1M
|
+$719K
|
+52,626
|
+3%
|
|
|
9
|
Tiedemann Advisors
New York
|
$26.1M
|
-$8.03M
|
-587,994
|
-24%
|
|
|
10
|
Tanglewood Wealth Management
Houston,
Texas
|
$25.6M
|
+$24.6M
|
+1,799,274
|
New
|
|
|
11
|
Victory Capital Management
San Antonio,
Texas
|
$24.2M
|
–
|
–
|
–
|
|
|
12
|
Arlington Financial Advisors
Santa Barbara,
California
|
$23.1M
|
+$235K
|
+17,241
|
+1%
|
|
|
13
|
Droms Strauss Advisors
St. Louis,
Missouri
|
$19.9M
|
+$358K
|
+26,205
|
+2%
|
|
|
14
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$19.3M
|
+$16.5M
|
+1,208,775
|
+819%
|
|
|
15
|
Ackerman Capital Advisors
Dallas,
Texas
|
$18.7M
|
+$5.98M
|
+437,703
|
+50%
|
|
|
16
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$17.8M
|
+$8.04M
|
+588,867
|
+89%
|
|
|
17
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$15.7M
|
+$1.1M
|
+80,511
|
+8%
|
|
|
18
|
Callan Capital
La Jolla,
California
|
$13.6M
|
+$1.7M
|
+124,800
|
+15%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$12.4M
|
+$1.49M
|
+109,083
|
+14%
|
|
|
20
|
|
$11.9M
|
-$21.1K
|
-1,545
|
-0.2%
|
|
|
21
|
Firestone Capital Management
Coral Gables,
Florida
|
$9.1M
|
+$8.73M
|
+639,405
|
New
|
|
|
22
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$8.93M
|
+$8.57M
|
+627,774
|
New
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
$8.57M
|
-$309K
|
-22,659
|
-4%
|
|
|
24
|
Charles Schwab Trust
Henderson,
Nevada
|
$8.44M
|
+$1.05M
|
+77,028
|
+15%
|
|
|
25
|
|
$7.99M
|
+$1.4M
|
+102,711
|
+22%
|
|
