|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$7.06B
|
+$109M
|
+5,913,792
|
+2%
|
|
|
2
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$148M
|
+$10.2M
|
+551,694
|
+8%
|
|
|
3
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$128M
|
+$6.12M
|
+331,011
|
+5%
|
|
|
4
|
Northwest Bancshares
Warren,
Pennsylvania
|
$119M
|
+$8.24M
|
+445,731
|
+8%
|
|
|
5
|
Glassman Wealth Services
Vienna,
Virginia
|
$82.4M
|
-$775K
|
-41,925
|
-1%
|
|
|
6
|
Callan Capital
La Jolla,
California
|
$54.1M
|
+$13.7M
|
+742,461
|
+36%
|
|
|
7
|
|
$52.5M
|
+$2.43M
|
+131,346
|
+5%
|
|
|
8
|
Lee Financial
Dallas,
Texas
|
$48.6M
|
+$4.18M
|
+226,467
|
+10%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$47.3M
|
-$4.34M
|
-235,026
|
-9%
|
|
|
10
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$44.8M
|
+$1.22M
|
+65,820
|
+3%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$42M
|
-$164K
|
-8,856
|
-0.4%
|
|
|
12
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$41.3M
|
-$742K
|
-40,131
|
-2%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$40.9M
|
+$19.9M
|
+1,077,048
|
+102%
|
|
|
14
|
Gemmer Asset Management
Walnut Creek,
California
|
$40.2M
|
+$2.58M
|
+139,359
|
+7%
|
|
|
15
|
Private Advisor Group
Morristown,
New Jersey
|
$39.5M
|
+$461K
|
+24,930
|
+1%
|
|
|
16
|
Tanglewood Wealth Management
Houston,
Texas
|
$38.5M
|
+$3.4M
|
+184,032
|
+10%
|
|
|
17
|
Ashford Advisors
Pittsford,
New York
|
$36.2M
|
-$1.38M
|
-74,754
|
-4%
|
|
|
18
|
Bell Investment Advisors
Oakland,
California
|
$36M
|
+$4.07M
|
+220,377
|
+13%
|
|
|
19
|
Charles Schwab Trust
Henderson,
Nevada
|
$35.8M
|
+$648K
|
+35,067
|
+2%
|
|
|
20
|
Koesten Hirschmann & Crabtree
Overland Park,
Kansas
|
$35.2M
|
-$158K
|
-8,553
|
-0.5%
|
|
|
21
|
Reston Wealth Management
Reston,
Virginia
|
$34.6M
|
+$783K
|
+42,366
|
+2%
|
|
|
22
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$31.1M
|
+$5.8M
|
+314,106
|
+24%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$30.4M
|
+$3.74M
|
+202,611
|
+15%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$29.5M
|
-$101K
|
-5,454
|
-0.4%
|
|
|
25
|
Arlington Financial Advisors
Santa Barbara,
California
|
$29.4M
|
+$364K
|
+19,713
|
+1%
|
|
