|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$5.69B
|
+$1.2B
|
+65,056,029
|
+24%
|
|
|
2
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$101M
|
-$4.6M
|
-249,726
|
-4%
|
|
|
3
|
Glassman Wealth Services
Vienna,
Virginia
|
$68.3M
|
+$780K
|
+42,390
|
+1%
|
|
|
4
|
Northwest Bancshares
Warren,
Pennsylvania
|
$66.9M
|
+$3.32M
|
+180,240
|
+5%
|
|
|
5
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
$51.5M
|
+$3.6M
|
+195,315
|
+7%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$45.8M
|
-$5.07M
|
-275,436
|
-9%
|
|
|
7
|
|
$45.3M
|
-$3.34M
|
-181,296
|
-6%
|
|
|
8
|
Lee Financial
Dallas,
Texas
|
$38.2M
|
+$9.05M
|
+491,532
|
+28%
|
|
|
9
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$37.6M
|
-$2.6M
|
-141,255
|
-6%
|
|
|
10
|
Tanglewood Wealth Management
Houston,
Texas
|
$34.4M
|
+$3.99M
|
+216,534
|
+12%
|
|
|
11
|
Ashford Advisors
Pittsford,
New York
|
$34.4M
|
+$10.1M
|
+549,303
|
+37%
|
|
|
12
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$32.2M
|
-$24M
|
-1,303,317
|
-41%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$31.5M
|
-$887M
|
-48,208,323
|
-96%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$30.2M
|
+$276K
|
+14,976
|
+0.8%
|
|
|
15
|
Callan Capital
La Jolla,
California
|
$29.1M
|
-$9.39M
|
-510,291
|
-23%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$29.1M
|
+$1.16M
|
+62,904
|
+4%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$28.2M
|
-$437M
|
-23,733,576
|
-93%
|
|
|
18
|
Arlington Financial Advisors
Santa Barbara,
California
|
$27.5M
|
+$652K
|
+35,409
|
+2%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$26.2M
|
+$2.43M
|
+131,889
|
+9%
|
|
|
20
|
Gemmer Asset Management
Walnut Creek,
California
|
$25.8M
|
+$215K
|
+11,694
|
+0.8%
|
|
|
21
|
Oxford Financial Group
Carmel,
Indiana
|
$24.1M
|
-$1.54M
|
-83,580
|
-6%
|
|
|
22
|
Bogart Wealth LLC
Mclean,
Virginia
|
$23.8M
|
+$25.8M
|
+1,402,947
|
+454,028%
|
|
|
23
|
Creative Planning
Overland Park,
Kansas
|
$19.8M
|
+$2.92M
|
+158,748
|
+16%
|
|
|
24
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$19.4M
|
+$3.69M
|
+200,319
|
+21%
|
|
|
25
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$19.2M
|
-$205K
|
-11,130
|
-1%
|
|
