|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$6.96B
|
+$102M
|
+5,271,033
|
+1%
|
|
|
2
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$147M
|
+$3.27M
|
+168,975
|
+2%
|
|
|
3
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$131M
|
+$6.76M
|
+349,461
|
+5%
|
|
|
4
|
Northwest Bancshares
Warren,
Pennsylvania
|
$111M
|
-$4.01M
|
-207,387
|
-3%
|
|
|
5
|
Glassman Wealth Services
Vienna,
Virginia
|
$80.9M
|
+$752K
|
+38,865
|
+0.9%
|
|
|
6
|
Callan Capital
La Jolla,
California
|
$61.3M
|
+$8.96M
|
+463,410
|
+16%
|
|
|
7
|
|
$54.2M
|
+$3.3M
|
+170,682
|
+6%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$53.9M
|
+$8.2M
|
+424,131
|
+17%
|
|
|
9
|
Lee Financial
Dallas,
Texas
|
$45.1M
|
-$2.15M
|
-111,120
|
-4%
|
|
|
10
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$44.5M
|
+$944K
|
+48,819
|
+2%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$43M
|
+$2.24M
|
+115,776
|
+5%
|
|
|
12
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$41.7M
|
+$1.62M
|
+83,772
|
+4%
|
|
|
13
|
Gemmer Asset Management
Walnut Creek,
California
|
$40.1M
|
+$1.11M
|
+57,237
|
+3%
|
|
|
14
|
ALPS Advisors
Denver,
Colorado
|
$39.7M
|
+$41.1M
|
+2,126,955
|
New
|
|
|
15
|
Charles Schwab Trust
Henderson,
Nevada
|
$39.4M
|
+$2.53M
|
+130,626
|
+7%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$39.1M
|
-$712K
|
-36,819
|
-2%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$37.6M
|
+$9.16M
|
+473,442
|
+31%
|
|
|
18
|
Bell Investment Advisors
Oakland,
California
|
$37.3M
|
+$2.35M
|
+121,695
|
+6%
|
|
|
19
|
Private Advisor Group
Morristown,
New Jersey
|
$37.3M
|
+$290K
|
+14,985
|
+0.8%
|
|
|
20
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$37.2M
|
+$7.26M
|
+375,366
|
+23%
|
|
|
21
|
Reston Wealth Management
Reston,
Virginia
|
$35.9M
|
+$2.34M
|
+121,008
|
+7%
|
|
|
22
|
Koesten Hirschmann & Crabtree
Overland Park,
Kansas
|
$34M
|
-$199K
|
-10,266
|
-0.6%
|
|
|
23
|
Ashford Advisors
Pittsford,
New York
|
$32.3M
|
-$2.99M
|
-154,716
|
-8%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$31.1M
|
+$1.61M
|
+83,295
|
+5%
|
|
|
25
|
Tanglewood Wealth Management
Houston,
Texas
|
$28.8M
|
-$8.95M
|
-462,624
|
-23%
|
|
