|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$4.66B
|
+$104M
|
+5,732,916
|
+2%
|
|
|
2
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$93.1M
|
+$11.6M
|
+643,239
|
+15%
|
|
|
3
|
Glassman Wealth Services
Vienna,
Virginia
|
$70.5M
|
+$733K
|
+40,527
|
+1%
|
|
|
4
|
AE Wealth Management
Topeka,
Kansas
|
$53.9M
|
+$53.1M
|
+2,939,157
|
+20,126%
|
|
|
5
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$42.3M
|
-$6.79M
|
-375,684
|
-14%
|
|
|
6
|
Oxford Financial Group
Carmel,
Indiana
|
$33.2M
|
-$729K
|
-40,308
|
-2%
|
|
|
7
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$32.2M
|
+$1.51M
|
+83,607
|
+5%
|
|
|
8
|
|
$31.5M
|
+$10.2M
|
+564,285
|
+48%
|
|
|
9
|
Arlington Financial Advisors
Santa Barbara,
California
|
$30.2M
|
-$2.18M
|
-120,432
|
-7%
|
|
|
10
|
Charles Schwab Trust
Henderson,
Nevada
|
$24.4M
|
+$317K
|
+17,523
|
+1%
|
|
|
11
|
Ashford Advisors
Pittsford,
New York
|
$22M
|
+$6.11M
|
+337,824
|
+39%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$21.6M
|
+$601K
|
+33,258
|
+3%
|
|
|
13
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$21.4M
|
+$515K
|
+28,488
|
+2%
|
|
|
14
|
Callan Capital
La Jolla,
California
|
$20.1M
|
+$805K
|
+44,520
|
+4%
|
|
|
15
|
Planned Solutions
Folsom,
California
|
$18.9M
|
+$92.4K
|
+5,112
|
+0.5%
|
|
|
16
|
Gemmer Asset Management
Walnut Creek,
California
|
$17.9M
|
+$11.4M
|
+632,376
|
+180%
|
|
|
17
|
Creative Planning
Overland Park,
Kansas
|
$17.1M
|
+$14M
|
+774,504
|
+471%
|
|
|
18
|
Tanglewood Wealth Management
Houston,
Texas
|
$16.8M
|
+$999K
|
+55,254
|
+6%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$16.4M
|
-$169K
|
-9,357
|
-1%
|
|
|
20
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$15.8M
|
-$1.32M
|
-72,750
|
-8%
|
|
|
21
|
Truist Financial
Charlotte,
North Carolina
|
$15.5M
|
-$182K
|
-10,041
|
-1%
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
$14.8M
|
+$2.24M
|
+124,050
|
+18%
|
|
|
23
|
Systelligence LLC
Bloomington,
Minnesota
|
$14.4M
|
+$10.3M
|
+568,926
|
+259%
|
|
|
24
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$14.4M
|
+$5.23M
|
+288,966
|
+57%
|
|
|
25
|
Lee Financial
Dallas,
Texas
|
$14M
|
+$11.1M
|
+616,029
|
+402%
|
|
