|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$4.74B
|
+$154M
|
+8,391,453
|
+3%
|
|
|
2
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$95.4M
|
+$4.35M
|
+236,865
|
+5%
|
|
|
3
|
Glassman Wealth Services
Vienna,
Virginia
|
$70.5M
|
+$987K
|
+53,751
|
+1%
|
|
|
4
|
AE Wealth Management
Topeka,
Kansas
|
$59M
|
+$6.05M
|
+329,571
|
+11%
|
|
|
5
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$41.7M
|
-$43.2K
|
-2,355
|
-0.1%
|
|
|
6
|
Oxford Financial Group
Carmel,
Indiana
|
$31.9M
|
-$790K
|
-43,035
|
-2%
|
|
|
7
|
Arlington Financial Advisors
Santa Barbara,
California
|
$29.8M
|
+$13.3K
|
+723
|
+0%
|
|
|
8
|
Lee Financial
Dallas,
Texas
|
$26.2M
|
+$12.6M
|
+685,170
|
+89%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$25.8M
|
+$11.4M
|
+619,602
|
+76%
|
|
|
10
|
Charles Schwab Trust
Henderson,
Nevada
|
$24.4M
|
+$290K
|
+15,822
|
+1%
|
|
|
11
|
Ashford Advisors
Pittsford,
New York
|
$24M
|
+$2.38M
|
+129,627
|
+11%
|
|
|
12
|
Callan Capital
La Jolla,
California
|
$23.1M
|
+$3.36M
|
+182,874
|
+17%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$22.8M
|
+$1.49M
|
+80,919
|
+7%
|
|
|
14
|
|
$22.5M
|
-$8.71M
|
-474,348
|
-27%
|
|
|
15
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$21.1M
|
-$32.5K
|
-1,770
|
-0.2%
|
|
|
16
|
Gemmer Asset Management
Walnut Creek,
California
|
$20.1M
|
+$2.51M
|
+136,770
|
+14%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$18M
|
+$1.85M
|
+100,944
|
+11%
|
|
|
18
|
Covenant Multifamily Offices
San Antonio,
Texas
|
$17.7M
|
+$3.7M
|
+201,432
|
+26%
|
|
|
19
|
Creative Planning
Overland Park,
Kansas
|
$17.6M
|
+$707K
|
+38,496
|
+4%
|
|
|
20
|
Tanglewood Wealth Management
Houston,
Texas
|
$17M
|
+$429K
|
+23,367
|
+3%
|
|
|
21
|
Systelligence LLC
Bloomington,
Minnesota
|
$16.3M
|
+$2.19M
|
+119,217
|
+15%
|
|
|
22
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$15.4M
|
-$182K
|
-9,915
|
-1%
|
|
|
23
|
Truist Financial
Charlotte,
North Carolina
|
$15.4M
|
+$53.7K
|
+2,928
|
+0.3%
|
|
|
24
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$15M
|
+$682K
|
+37,158
|
+5%
|
|
|
25
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$15M
|
-$17.2M
|
-934,341
|
-53%
|
|
