|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$8.62B
|
+$154M
|
+7,220,610
|
+2%
|
|
|
2
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$203M
|
+$13.1M
|
+614,994
|
+7%
|
|
|
3
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$179M
|
-$3.59M
|
-168,963
|
-2%
|
|
|
4
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$174M
|
+$9.7M
|
+456,423
|
+6%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$169M
|
+$98.4M
|
+4,627,593
|
+160%
|
|
|
6
|
Northwest Bancshares
Warren,
Pennsylvania
|
$140M
|
+$2.61M
|
+122,781
|
+2%
|
|
|
7
|
Steele Capital Management
Dubuque,
Iowa
|
$133M
|
+$3.43M
|
+161,178
|
+3%
|
|
|
8
|
Glassman Wealth Services
Vienna,
Virginia
|
$99.8M
|
+$1.26M
|
+59,235
|
+1%
|
|
|
9
|
Charles Schwab
San Francisco,
California
|
$81.1M
|
+$76.7M
|
+3,608,604
|
New
|
|
|
10
|
Callan Capital
La Jolla,
California
|
$79.8M
|
-$1.61M
|
-75,849
|
-2%
|
|
|
11
|
|
$79M
|
-$51.6M
|
-2,425,371
|
-41%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$75.5M
|
-$2.11M
|
-99,354
|
-3%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$61.7M
|
-$1.53M
|
-72,111
|
-3%
|
|
|
14
|
Charles Schwab Trust
Henderson,
Nevada
|
$57.4M
|
+$6.3M
|
+296,202
|
+13%
|
|
|
15
|
Lee Financial
Dallas,
Texas
|
$54.5M
|
-$415K
|
-19,533
|
-0.8%
|
|
|
16
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$54M
|
+$454K
|
+21,366
|
+0.9%
|
|
|
17
|
Gemmer Asset Management
Walnut Creek,
California
|
$49.7M
|
+$604K
|
+28,431
|
+1%
|
|
|
18
|
Bell Investment Advisors
Oakland,
California
|
$48.9M
|
+$197K
|
+9,258
|
+0.4%
|
|
|
19
|
ALPS Advisors
Denver,
Colorado
|
$46.9M
|
-$778K
|
-36,615
|
-2%
|
|
|
20
|
Private Advisor Group
Morristown,
New Jersey
|
$46M
|
+$1.59M
|
+74,817
|
+4%
|
|
|
21
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$45.3M
|
+$37.1M
|
+1,744,944
|
+641%
|
|
|
22
|
Ashford Advisors
Pittsford,
New York
|
$44.8M
|
+$5.97M
|
+280,902
|
+16%
|
|
|
23
|
Reston Wealth Management
Reston,
Virginia
|
$43.9M
|
+$999K
|
+46,974
|
+2%
|
|
|
24
|
Tanglewood Wealth Management
Houston,
Texas
|
$40.3M
|
-$4M
|
-188,235
|
-9%
|
|
|
25
|
Cetera Advisor Networks
El Segundo,
California
|
$40M
|
+$6.47M
|
+304,209
|
+21%
|
|
