|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$4.3B
|
+$105M
|
+6,445,920
|
+3%
|
|
|
2
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$76.2M
|
+$3.28M
|
+201,219
|
+5%
|
|
|
3
|
Glassman Wealth Services
Vienna,
Virginia
|
$65.9M
|
+$73.2K
|
+4,491
|
+0.1%
|
|
|
4
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$46.4M
|
+$241K
|
+14,787
|
+0.6%
|
|
|
5
|
Oxford Financial Group
Carmel,
Indiana
|
$32M
|
+$293
|
+18
|
+0%
|
|
|
6
|
Arlington Financial Advisors
Santa Barbara,
California
|
$30.6M
|
+$171K
|
+10,518
|
+0.6%
|
|
|
7
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$29M
|
+$1.6M
|
+98,121
|
+6%
|
|
|
8
|
Charles Schwab Trust
Henderson,
Nevada
|
$22.9M
|
+$5.51M
|
+338,055
|
+34%
|
|
|
9
|
|
$20M
|
+$1.11M
|
+67,959
|
+6%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$19.9M
|
-$587K
|
-36,027
|
-3%
|
|
|
11
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$19.8M
|
-$1.04M
|
-63,729
|
-5%
|
|
|
12
|
Callan Capital
La Jolla,
California
|
$18.2M
|
+$3.58M
|
+219,666
|
+26%
|
|
|
13
|
Planned Solutions
Folsom,
California
|
$17.8M
|
+$117K
|
+7,173
|
+0.7%
|
|
|
14
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$16.2M
|
-$11.3M
|
-691,203
|
-42%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$15.7M
|
+$2.39M
|
+146,703
|
+19%
|
|
|
16
|
Ashford Advisors
Pittsford,
New York
|
$15M
|
+$14.2M
|
+868,698
|
New
|
|
|
17
|
Tanglewood Wealth Management
Houston,
Texas
|
$14.9M
|
+$14.1M
|
+867,558
|
New
|
|
|
18
|
Truist Financial
Charlotte,
North Carolina
|
$14.8M
|
+$13.5M
|
+830,712
|
+2,766%
|
|
|
19
|
Cobblestone Capital Advisors
Rochester,
New York
|
$12.9M
|
-$29.8M
|
-1,827,858
|
-71%
|
|
|
20
|
Opes Wealth Management
Menlo Park,
California
|
$12.6M
|
-$362K
|
-22,218
|
-3%
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
$11.9M
|
-$1.84M
|
-112,890
|
-14%
|
|
|
22
|
|
$11.4M
|
+$2.07M
|
+126,855
|
+24%
|
|
|
23
|
Kestra Advisory Services
Austin,
Texas
|
$11.4M
|
-$366K
|
-22,470
|
-3%
|
|
|
24
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$11.3M
|
+$1.56M
|
+95,841
|
+17%
|
|
|
25
|
Bartlett & Co
Cincinnati,
Ohio
|
$11.3M
|
+$1.56M
|
+95,841
|
+17%
|
|
