|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$5.27B
|
-$12.6M
|
-652,980
|
-0.2%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$976M
|
+$601M
|
+31,207,086
|
+165%
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$495M
|
+$304M
|
+15,781,782
|
+164%
|
|
|
4
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$342M
|
+$214M
|
+11,087,868
|
+172%
|
|
|
5
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$121M
|
+$10.4M
|
+538,500
|
+9%
|
|
|
6
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$119M
|
+$74M
|
+3,838,194
|
+170%
|
|
|
7
|
AE Wealth Management
Topeka,
Kansas
|
$90.2M
|
+$14.6M
|
+759,387
|
+20%
|
|
|
8
|
Glassman Wealth Services
Vienna,
Virginia
|
$77.7M
|
+$1.17M
|
+60,642
|
+2%
|
|
|
9
|
Northwest Bancshares
Warren,
Pennsylvania
|
$73.4M
|
+$26.5M
|
+1,376,256
|
+58%
|
|
|
10
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$62.5M
|
+$19.6M
|
+1,014,669
|
+46%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$58M
|
+$26.9M
|
+1,393,821
|
+88%
|
|
|
12
|
|
$55.6M
|
+$29.4M
|
+1,525,872
|
+115%
|
|
|
13
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
$55.4M
|
+$4.37M
|
+226,746
|
+9%
|
|
|
14
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$46M
|
+$222K
|
+11,508
|
+0.5%
|
|
|
15
|
Callan Capital
La Jolla,
California
|
$43.4M
|
+$12.5M
|
+650,121
|
+41%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$35.5M
|
+$13.6M
|
+703,761
|
+63%
|
|
|
17
|
Tanglewood Wealth Management
Houston,
Texas
|
$35.3M
|
+$14.8M
|
+767,889
|
+74%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$34.6M
|
+$7.47M
|
+387,783
|
+28%
|
|
|
19
|
Lee Financial
Dallas,
Texas
|
$34.3M
|
+$3.82M
|
+198,222
|
+13%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$32.2M
|
+$4.14M
|
+214,776
|
+15%
|
|
|
21
|
Arlington Financial Advisors
Santa Barbara,
California
|
$30.9M
|
-$1.77M
|
-91,851
|
-5%
|
|
|
22
|
Gemmer Asset Management
Walnut Creek,
California
|
$29.4M
|
+$4.08M
|
+211,797
|
+16%
|
|
|
23
|
Oxford Financial Group
Carmel,
Indiana
|
$29.3M
|
-$2.1M
|
-109,053
|
-7%
|
|
|
24
|
Ashford Advisors
Pittsford,
New York
|
$28.8M
|
+$1.75M
|
+90,657
|
+7%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$27.5M
|
+$7.36M
|
+382,098
|
+37%
|
|
