|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$5.58B
|
+$267M
|
+15,115,746
|
+5%
|
|
|
2
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$98.8M
|
+$4.07M
|
+230,889
|
+4%
|
|
|
3
|
Glassman Wealth Services
Vienna,
Virginia
|
$64.9M
|
+$876K
|
+49,656
|
+1%
|
|
|
4
|
Northwest Bancshares
Warren,
Pennsylvania
|
$63.2M
|
+$517K
|
+29,286
|
+0.7%
|
|
|
5
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
$51.2M
|
+$3.19M
|
+180,588
|
+6%
|
|
|
6
|
|
$43.9M
|
+$1.57M
|
+89,172
|
+3%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$39.6M
|
-$3.65M
|
-206,775
|
-8%
|
|
|
8
|
Lee Financial
Dallas,
Texas
|
$36.3M
|
+$539K
|
+30,516
|
+1%
|
|
|
9
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$35.6M
|
+$306K
|
+17,346
|
+0.8%
|
|
|
10
|
Ashford Advisors
Pittsford,
New York
|
$32.1M
|
-$127K
|
-7,185
|
-0.4%
|
|
|
11
|
Tanglewood Wealth Management
Houston,
Texas
|
$31.6M
|
-$743K
|
-42,087
|
-2%
|
|
|
12
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$29M
|
-$1.42M
|
-80,367
|
-4%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$28.2M
|
-$1.47M
|
-83,550
|
-5%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$28.1M
|
+$890K
|
+50,409
|
+3%
|
|
|
15
|
Gemmer Asset Management
Walnut Creek,
California
|
$25.2M
|
+$1.1M
|
+62,115
|
+4%
|
|
|
16
|
Arlington Financial Advisors
Santa Barbara,
California
|
$25.2M
|
-$684K
|
-38,742
|
-2%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$24.9M
|
-$1.68M
|
-95,109
|
-6%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$23.9M
|
-$753K
|
-42,648
|
-3%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$23.2M
|
-$5.72M
|
-323,973
|
-18%
|
|
|
20
|
Callan Capital
La Jolla,
California
|
$22.9M
|
-$4.92M
|
-279,009
|
-16%
|
|
|
21
|
Oxford Financial Group
Carmel,
Indiana
|
$22.3M
|
-$317K
|
-17,961
|
-1%
|
|
|
22
|
Connectus Wealth
Cincinnati,
Ohio
|
$21.9M
|
+$8.1M
|
+458,994
|
+50%
|
|
|
23
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$18.7M
|
+$901K
|
+51,039
|
+5%
|
|
|
24
|
Creative Planning
Overland Park,
Kansas
|
$18.5M
|
-$88.7K
|
-5,028
|
-0.4%
|
|
|
25
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$18.2M
|
+$261K
|
+14,811
|
+1%
|
|
