|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$2.88B
|
-$1.34B
|
-113,914,167
|
-33%
|
|
|
2
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$47.6M
|
+$1.92M
|
+162,612
|
+4%
|
|
|
3
|
Glassman Wealth Services
Vienna,
Virginia
|
$45.7M
|
+$3.98M
|
+337,914
|
+10%
|
|
|
4
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$33.3M
|
+$2.27M
|
+192,624
|
+8%
|
|
|
5
|
Cobblestone Capital Advisors
Rochester,
New York
|
$31.1M
|
+$730K
|
+61,965
|
+3%
|
|
|
6
|
Oxford Financial Group
Carmel,
Indiana
|
$25.5M
|
-$339K
|
-28,734
|
-1%
|
|
|
7
|
Victory Capital Management
San Antonio,
Texas
|
$24M
|
-$23M
|
-1,951,956
|
-50%
|
|
|
8
|
Arlington Financial Advisors
Santa Barbara,
California
|
$21.3M
|
-$54.4K
|
-4,614
|
-0.3%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$19.2M
|
-$8.73M
|
-740,532
|
-32%
|
|
|
10
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$17.9M
|
+$890K
|
+75,504
|
+5%
|
|
|
11
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$17.4M
|
+$6.86M
|
+582,423
|
+70%
|
|
|
12
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$16.1M
|
-$98K
|
-8,319
|
-0.6%
|
|
|
13
|
|
$11.8M
|
-$114K
|
-9,642
|
-1%
|
|
|
14
|
Tiedemann Advisors
New York
|
$11.3M
|
-$10.8M
|
-915,000
|
-50%
|
|
|
15
|
Opes Wealth Management
Menlo Park,
California
|
$11.1M
|
+$7.38M
|
+626,064
|
+225%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$9.6M
|
-$4.2M
|
-356,415
|
-31%
|
|
|
17
|
Charles Schwab Trust
Henderson,
Nevada
|
$8.57M
|
+$3.63M
|
+307,719
|
+79%
|
|
|
18
|
Cabot Wealth Management
Salem,
Massachusetts
|
$7.76M
|
+$692K
|
+58,752
|
+10%
|
|
|
19
|
Gratus Capital
Atlanta,
Georgia
|
$7.51M
|
-$733K
|
-62,232
|
-9%
|
|
|
20
|
White Pine Investment Company
Livonia,
Michigan
|
$7.17M
|
+$1.54M
|
+130,533
|
+29%
|
|
|
21
|
Firestone Capital Management
Coral Gables,
Florida
|
$6.9M
|
-$894K
|
-75,897
|
-12%
|
|
|
22
|
|
$6.8M
|
-$1.81M
|
-153,357
|
-22%
|
|
|
23
|
Merriman Wealth Management
Seattle,
Washington
|
$6.53M
|
+$6.27M
|
+531,882
|
New
|
|
|
24
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$6.32M
|
-$26.5M
|
-2,245,095
|
-81%
|
|
|
25
|
Bartlett & Co
Cincinnati,
Ohio
|
$6.27M
|
+$1.99M
|
+168,522
|
+49%
|
|
