|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$6.63B
|
+$154M
|
+8,391,672
|
+2%
|
|
|
2
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$131M
|
+$131M
|
+7,162,902
|
New
|
|
|
3
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$116M
|
+$11.6M
|
+633,099
|
+11%
|
|
|
4
|
Northwest Bancshares
Warren,
Pennsylvania
|
$105M
|
+$9.68M
|
+527,325
|
+10%
|
|
|
5
|
Glassman Wealth Services
Vienna,
Virginia
|
$79.4M
|
+$2.73M
|
+148,779
|
+4%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$49.5M
|
+$6.26M
|
+341,028
|
+14%
|
|
|
7
|
|
$47.6M
|
+$5.76M
|
+314,175
|
+14%
|
|
|
8
|
Lee Financial
Dallas,
Texas
|
$42.2M
|
+$1.08M
|
+58,986
|
+3%
|
|
|
9
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$41.5M
|
+$260K
|
+14,151
|
+0.6%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$40.2M
|
-$1.78M
|
-96,903
|
-4%
|
|
|
11
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$40.1M
|
+$2.62M
|
+142,782
|
+7%
|
|
|
12
|
Callan Capital
La Jolla,
California
|
$38M
|
+$6.54M
|
+356,646
|
+21%
|
|
|
13
|
Ashford Advisors
Pittsford,
New York
|
$35.9M
|
+$429K
|
+23,400
|
+1%
|
|
|
14
|
Private Advisor Group
Morristown,
New Jersey
|
$35.8M
|
+$1.36M
|
+73,941
|
+4%
|
|
|
15
|
Gemmer Asset Management
Walnut Creek,
California
|
$35.8M
|
+$2.27M
|
+123,963
|
+7%
|
|
|
16
|
Charles Schwab Trust
Henderson,
Nevada
|
$35.6M
|
+$6.15M
|
+334,926
|
+21%
|
|
|
17
|
Koesten Hirschmann & Crabtree
Overland Park,
Kansas
|
$33.7M
|
+$149K
|
+8,121
|
+0.4%
|
|
|
18
|
Tanglewood Wealth Management
Houston,
Texas
|
$33.3M
|
-$2.87M
|
-156,657
|
-8%
|
|
|
19
|
Reston Wealth Management
Reston,
Virginia
|
$32.3M
|
+$923K
|
+50,307
|
+3%
|
|
|
20
|
Bell Investment Advisors
Oakland,
California
|
$30.3M
|
+$3.41M
|
+185,709
|
+13%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$28.3M
|
-$331K
|
-18,021
|
-1%
|
|
|
22
|
Arlington Financial Advisors
Santa Barbara,
California
|
$27.7M
|
+$447K
|
+24,363
|
+2%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$25.3M
|
-$8.61M
|
-469,539
|
-25%
|
|
|
24
|
Oxford Financial Group
Carmel,
Indiana
|
$24.8M
|
-$370K
|
-20,145
|
-1%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$24.4M
|
-$1.33M
|
-72,441
|
-5%
|
|
