|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$6.3B
|
+$52M
|
+2,939,559
|
+0.8%
|
|
|
2
|
Arete Wealth Advisors
Chicago,
Illinois
|
$628M
|
-$2M
|
-112,893
|
-76%
|
|
|
3
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$111M
|
-$9.19M
|
-519,663
|
-8%
|
|
|
4
|
Northwest Bancshares
Warren,
Pennsylvania
|
$92.7M
|
+$21.8M
|
+1,232,418
|
+31%
|
|
|
5
|
Glassman Wealth Services
Vienna,
Virginia
|
$74.6M
|
+$2.02M
|
+113,898
|
+3%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$42.1M
|
+$10.4M
|
+588,888
|
+33%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$40.8M
|
-$3.49M
|
-197,406
|
-8%
|
|
|
8
|
|
$40.8M
|
-$8.3M
|
-469,269
|
-17%
|
|
|
9
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$40.1M
|
+$312K
|
+17,628
|
+0.8%
|
|
|
10
|
Lee Financial
Dallas,
Texas
|
$40M
|
-$659K
|
-37,260
|
-2%
|
|
|
11
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$36.5M
|
+$4.03M
|
+227,586
|
+13%
|
|
|
12
|
Tanglewood Wealth Management
Houston,
Texas
|
$35.2M
|
-$141K
|
-7,989
|
-0.4%
|
|
|
13
|
Ashford Advisors
Pittsford,
New York
|
$34.5M
|
-$1.47M
|
-83,307
|
-4%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$33M
|
+$1.55M
|
+87,477
|
+5%
|
|
|
15
|
Koesten Hirschmann & Crabtree
Overland Park,
Kansas
|
$32.7M
|
+$32.5M
|
+1,834,779
|
New
|
|
|
16
|
Gemmer Asset Management
Walnut Creek,
California
|
$32.6M
|
+$4.4M
|
+248,565
|
+16%
|
|
|
17
|
Private Advisor Group
Morristown,
New Jersey
|
$32.6M
|
+$32.5M
|
+1,838,541
|
+4,057%
|
|
|
18
|
Callan Capital
La Jolla,
California
|
$30.7M
|
+$5.01M
|
+283,278
|
+20%
|
|
|
19
|
Reston Wealth Management
Reston,
Virginia
|
$30.5M
|
+$22.8M
|
+1,285,956
|
+302%
|
|
|
20
|
Charles Schwab Trust
Henderson,
Nevada
|
$28.7M
|
+$10.5M
|
+590,667
|
+58%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$27.8M
|
-$68.6K
|
-3,879
|
-0.2%
|
|
|
22
|
Arlington Financial Advisors
Santa Barbara,
California
|
$26.5M
|
-$1.69M
|
-95,445
|
-6%
|
|
|
23
|
Bell Investment Advisors
Oakland,
California
|
$26.2M
|
+$11.1M
|
+629,040
|
+75%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$25M
|
-$1.68M
|
-94,761
|
-6%
|
|
|
25
|
Oxford Financial Group
Carmel,
Indiana
|
$24.4M
|
-$506K
|
-28,617
|
-2%
|
|
