|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$3.67B
|
+$102M
|
+7,252,992
|
+3%
|
|
|
2
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$65.9M
|
+$2.5M
|
+177,009
|
+4%
|
|
|
3
|
Glassman Wealth Services
Vienna,
Virginia
|
$57.7M
|
+$2.1M
|
+148,689
|
+4%
|
|
|
4
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$40.5M
|
+$179K
|
+12,684
|
+0.5%
|
|
|
5
|
Cobblestone Capital Advisors
Rochester,
New York
|
$38.9M
|
+$533K
|
+37,827
|
+1%
|
|
|
6
|
Oxford Financial Group
Carmel,
Indiana
|
$28.1M
|
-$1.13M
|
-79,836
|
-4%
|
|
|
7
|
Arlington Financial Advisors
Santa Barbara,
California
|
$26.7M
|
+$869K
|
+61,611
|
+4%
|
|
|
8
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$24.6M
|
-$400K
|
-28,338
|
-2%
|
|
|
9
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$23.9M
|
+$1.11M
|
+78,603
|
+5%
|
|
|
10
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$18.3M
|
-$1.41M
|
-99,996
|
-8%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$17.9M
|
-$1.71M
|
-120,987
|
-9%
|
|
|
12
|
|
$16.5M
|
+$2.22M
|
+157,284
|
+17%
|
|
|
13
|
Planned Solutions
Folsom,
California
|
$15.5M
|
+$358K
|
+25,377
|
+3%
|
|
|
14
|
Charles Schwab Trust
Henderson,
Nevada
|
$14.8M
|
+$3.34M
|
+236,988
|
+32%
|
|
|
15
|
Callan Capital
La Jolla,
California
|
$12.6M
|
+$1.37M
|
+96,981
|
+13%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$12.1M
|
+$704K
|
+49,938
|
+7%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$11.5M
|
+$3.93M
|
+278,673
|
+58%
|
|
|
18
|
Opes Wealth Management
Menlo Park,
California
|
$11.4M
|
-$609K
|
-43,206
|
-5%
|
|
|
19
|
Kestra Advisory Services
Austin,
Texas
|
$10.3M
|
+$510K
|
+36,171
|
+6%
|
|
|
20
|
White Pine Investment Company
Livonia,
Michigan
|
$10M
|
+$547K
|
+38,790
|
+6%
|
|
|
21
|
Madison Asset Management
Madison,
Wisconsin
|
$9.63M
|
-$233K
|
-16,551
|
-3%
|
|
|
22
|
Cabot Wealth Management
Salem,
Massachusetts
|
$9.36M
|
+$74.2K
|
+5,259
|
+0.9%
|
|
|
23
|
Gratus Capital
Atlanta,
Georgia
|
$9.11M
|
-$656K
|
-46,485
|
-7%
|
|
|
24
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$8.87M
|
+$539K
|
+38,238
|
+7%
|
|
|
25
|
Firestone Capital Management
Coral Gables,
Florida
|
$8.85M
|
+$360K
|
+25,554
|
+5%
|
|
