|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
1,88 Mrd. $
|
+332 Mio. $
|
+29.479.107
|
+21 %
|
|
|
2
|
Oxford Financial Group
Carmel,
Indiana
|
30,5 Mio. $
|
+4,33 Mio. $
|
+385.023
|
+17 %
|
|
|
3
|
Zeke Capital Advisors
Berwyn,
Pennsylvania
|
27,8 Mio. $
|
-74.357 $
|
-6.612
|
-0,3 %
|
|
|
4
|
Cobblestone Capital Advisors
Rochester,
New York
|
22,9 Mio. $
|
+2,1 Mio. $
|
+186.675
|
+10 %
|
|
|
5
|
United Services Automobile Association
San Antonio,
Texas
|
21,2 Mio. $
|
–
|
–
|
–
|
|
|
6
|
Tiedemann Advisors
New York
|
18,2 Mio. $
|
+18,1 Mio. $
|
+1.613.448
|
Neu
|
|
|
7
|
McAdam LLC
Philadelphia,
Pennsylvania
|
16 Mio. $
|
+1,42 Mio. $
|
+126.171
|
+10 %
|
|
|
8
|
United Capital Financial Advisors
Irving,
Texas
|
12,4 Mio. $
|
+184.306 $
|
+16.389
|
+2 %
|
|
|
9
|
Ackerman Capital Advisors
Dallas,
Texas
|
11,9 Mio. $
|
+11,8 Mio. $
|
+1.051.698
|
Neu
|
|
|
10
|
TD Ameritrade Trust
Denver,
Colorado
|
11,1 Mio. $
|
+2,67 Mio. $
|
+237.843
|
+27 %
|
|
|
11
|
RegentAtlantic Capital
Morristown,
New Jersey
|
10,3 Mio. $
|
+411.728 $
|
+36.612
|
+4 %
|
|
|
12
|
AssetMark Inc
Concord,
California
|
9,9 Mio. $
|
+1,93 Mio. $
|
+171.675
|
+24 %
|
|
|
13
|
Paragon Wealth Strategies
Jacksonville,
Florida
|
7,87 Mio. $
|
-2,08 Mio. $
|
-184.884
|
-21 %
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
6,69 Mio. $
|
+935.361 $
|
+83.175
|
+16 %
|
|
|
15
|
Carroll Financial Associates
Charlotte,
North Carolina
|
6,64 Mio. $
|
+689.957 $
|
+61.353
|
+12 %
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
6,24 Mio. $
|
+528.694 $
|
+47.013
|
+9 %
|
|
|
17
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
6,06 Mio. $
|
+599.036 $
|
+53.268
|
+11 %
|
|
|
18
|
Opes Advisors
Cupertino,
California
|
5,93 Mio. $
|
-246.854 $
|
-21.951
|
-4 %
|
|
|
19
|
Gemmer Asset Management
Walnut Creek,
California
|
5,3 Mio. $
|
+58.433 $
|
+5.196
|
+1 %
|
|
|
20
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
4,67 Mio. $
|
-247.866 $
|
-22.041
|
-5 %
|
|
|
21
|
Cabot Wealth Management
Salem,
Massachusetts
|
4,2 Mio. $
|
+637.530 $
|
+56.691
|
+18 %
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
3,5 Mio. $
|
+811.040 $
|
+72.120
|
+30 %
|
|
|
23
|
Madison Investment Holdings
Madison,
Wisconsin
|
3,37 Mio. $
|
+590.872 $
|
+52.542
|
+21 %
|
|
|
24
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
2,97 Mio. $
|
+246.618 $
|
+21.930
|
+9 %
|
|
|
25
|
Financial Consulate
Hunt Valley,
Maryland
|
2,13 Mio. $
|
+268.379 $
|
+23.865
|
+14 %
|
|
