|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$134M
|
+$135M
|
+2,859,264
|
+2,162%
|
|
|
2
|
|
$60.2M
|
+$10.8M
|
+227,451
|
+20%
|
|
|
3
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$29.1M
|
-$1.36M
|
-28,692
|
-4%
|
|
|
4
|
United Services Automobile Association
San Antonio,
Texas
|
$25.4M
|
+$744K
|
+15,710
|
+3%
|
|
|
5
|
JOYN Advisors
Atlanta,
Georgia
|
$15.1M
|
-$3.87M
|
-81,763
|
-19%
|
|
|
6
|
TownSquare Capital
Provo,
Utah
|
$11.7M
|
+$10.9M
|
+231,153
|
New
|
|
|
7
|
Fiducient Advisors
Chicago,
Illinois
|
$11.3M
|
-$469K
|
-9,904
|
-4%
|
|
|
8
|
Pure Financial Advisors
San Diego,
California
|
$10.3M
|
+$290K
|
+6,113
|
+3%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$7.79M
|
+$3.71M
|
+78,398
|
+82%
|
|
|
10
|
Barber Financial Group
Lenexa,
Kansas
|
$7.21M
|
-$123K
|
-2,592
|
-2%
|
|
|
11
|
|
$7.08M
|
-$736K
|
-15,541
|
-9%
|
|
|
12
|
Freedom Investment Management
Hartford,
Connecticut
|
$5.89M
|
-$1.04M
|
-21,925
|
-14%
|
|
|
13
|
Peterson Wealth Advisors
Orem,
Utah
|
$5.73M
|
+$726K
|
+15,337
|
+14%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$5.47M
|
+$3.43M
|
+72,520
|
+147%
|
|
|
15
|
Choreo LLC
Rockford,
Illinois
|
$5.15M
|
+$1.55M
|
+32,795
|
+40%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$4.99M
|
+$1.22M
|
+25,691
|
+30%
|
|
|
17
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$4.54M
|
-$1.65M
|
-34,746
|
-26%
|
|
|
18
|
Ritholtz Wealth Management
New York
|
$4.39M
|
+$4.37M
|
+92,219
|
+1,624%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.9M
|
+$2.09M
|
+44,043
|
+103%
|
|
|
20
|
Cornerstone Management
Duluth,
Georgia
|
$3.84M
|
+$225K
|
+4,759
|
+6%
|
|
|
21
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$3.49M
|
–
|
–
|
–
|
|
|
22
|
McCutchen Group
Seattle,
Washington
|
$3.24M
|
+$3.42M
|
+72,144
|
New
|
|
|
23
|
Managed Account Services
Coconut Grove,
Florida
|
$3.15M
|
+$314K
|
+6,623
|
+11%
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$3.14M
|
-$4.02M
|
-84,907
|
-55%
|
|
|
25
|
Chessman Wealth Strategies RIA
Dallas,
Texas
|
$2.83M
|
+$2.97M
|
+62,743
|
+14,833%
|
|
