|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$3.05B
|
+$20.3M
|
+1,563,684
|
+0.7%
|
|
|
2
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$52.2M
|
+$2.2M
|
+168,930
|
+4%
|
|
|
3
|
Glassman Wealth Services
Vienna,
Virginia
|
$47.4M
|
-$671K
|
-51,594
|
-1%
|
|
|
4
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$34.5M
|
-$546K
|
-41,991
|
-2%
|
|
|
5
|
Cobblestone Capital Advisors
Rochester,
New York
|
$32.8M
|
+$167K
|
+12,837
|
+0.5%
|
|
|
6
|
Oxford Financial Group
Carmel,
Indiana
|
$25M
|
-$1.77M
|
-136,263
|
-7%
|
|
|
7
|
Arlington Financial Advisors
Santa Barbara,
California
|
$22M
|
-$408K
|
-31,407
|
-2%
|
|
|
8
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$21.4M
|
+$2.66M
|
+204,540
|
+14%
|
|
|
9
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$19.4M
|
+$1.2M
|
+92,139
|
+7%
|
|
|
10
|
Victory Capital Management
San Antonio,
Texas
|
$17.3M
|
-$7.97M
|
-612,954
|
-31%
|
|
|
11
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$16.9M
|
-$45.8K
|
-3,525
|
-0.3%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$16.9M
|
-$3.29M
|
-253,188
|
-16%
|
|
|
13
|
Planned Solutions
Folsom,
California
|
$12.9M
|
+$13M
|
+998,979
|
New
|
|
|
14
|
|
$12.1M
|
-$326K
|
-25,053
|
-3%
|
|
|
15
|
Opes Wealth Management
Menlo Park,
California
|
$10.3M
|
-$1.39M
|
-107,142
|
-12%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$9.7M
|
-$396K
|
-30,441
|
-4%
|
|
|
17
|
Charles Schwab Trust
Henderson,
Nevada
|
$9.63M
|
+$631K
|
+48,564
|
+7%
|
|
|
18
|
Callan Capital
La Jolla,
California
|
$9.54M
|
+$3.76M
|
+289,419
|
+64%
|
|
|
19
|
Systelligence LLC
Bloomington,
Minnesota
|
$8.96M
|
+$9.02M
|
+693,792
|
New
|
|
|
20
|
Madison Asset Management
Madison,
Wisconsin
|
$8.45M
|
+$5.93M
|
+456,033
|
+230%
|
|
|
21
|
Gratus Capital
Atlanta,
Georgia
|
$8.39M
|
+$494K
|
+38,031
|
+6%
|
|
|
22
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$8.38M
|
+$1.8M
|
+138,318
|
+27%
|
|
|
23
|
Bartlett & Co
Cincinnati,
Ohio
|
$8.38M
|
+$1.8M
|
+138,318
|
+27%
|
|
|
24
|
Kestra Advisory Services
Austin,
Texas
|
$8.37M
|
+$8.43M
|
+648,384
|
New
|
|
|
25
|
White Pine Investment Company
Livonia,
Michigan
|
$8.07M
|
+$533K
|
+41,043
|
+7%
|
|
