|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$5.3B
|
+$138M
|
+7,271,433
|
+3%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$368M
|
+$346M
|
+18,198,381
|
+2,765%
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$188M
|
+$175M
|
+9,224,292
|
+2,370%
|
|
|
4
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$126M
|
+$114M
|
+6,009,012
|
+1,431%
|
|
|
5
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$111M
|
+$7.23M
|
+380,949
|
+7%
|
|
|
6
|
Glassman Wealth Services
Vienna,
Virginia
|
$76.6M
|
+$69.9K
|
+3,684
|
+0.1%
|
|
|
7
|
AE Wealth Management
Topeka,
Kansas
|
$75.6M
|
+$11.1M
|
+584,844
|
+18%
|
|
|
8
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
$51M
|
+$49.6M
|
+2,612,262
|
New
|
|
|
9
|
Northwest Bancshares
Warren,
Pennsylvania
|
$46.6M
|
+$45.3M
|
+2,385,681
|
New
|
|
|
10
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$45.9M
|
+$580K
|
+30,525
|
+1%
|
|
|
11
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$44.1M
|
+$42.8M
|
+2,256,234
|
New
|
|
|
12
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$42.8M
|
+$40.2M
|
+2,115,483
|
+2,878%
|
|
|
13
|
Arlington Financial Advisors
Santa Barbara,
California
|
$32.8M
|
+$370K
|
+19,494
|
+1%
|
|
|
14
|
Oxford Financial Group
Carmel,
Indiana
|
$31.5M
|
-$3.11M
|
-163,626
|
-9%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$30.8M
|
+$2.78M
|
+146,475
|
+10%
|
|
|
16
|
Callan Capital
La Jolla,
California
|
$30.8M
|
+$5.59M
|
+294,402
|
+23%
|
|
|
17
|
Lee Financial
Dallas,
Texas
|
$30.5M
|
+$2.04M
|
+107,376
|
+7%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$28.1M
|
+$18M
|
+949,815
|
+195%
|
|
|
19
|
Ashford Advisors
Pittsford,
New York
|
$27.1M
|
+$950K
|
+50,058
|
+4%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$26.9M
|
+$2.09M
|
+110,106
|
+9%
|
|
|
21
|
|
$25.9M
|
+$1.33M
|
+70,008
|
+6%
|
|
|
22
|
Gemmer Asset Management
Walnut Creek,
California
|
$25.3M
|
+$3.35M
|
+176,475
|
+16%
|
|
|
23
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$22.3M
|
-$628K
|
-33,078
|
-3%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$21.8M
|
+$6.89M
|
+362,790
|
+48%
|
|
|
25
|
Planned Solutions
Folsom,
California
|
$20.4M
|
+$19.9M
|
+1,045,671
|
New
|
|
