|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.91B
|
+$221M
|
+11,647,994
|
+13%
|
|
|
2
|
Brouwer & Janachowski
Mill Valley,
California
|
$42.6M
|
-$3.72M
|
-196,044
|
-8%
|
|
|
3
|
Vigilant Capital Management
Portland,
Maine
|
$16.2M
|
+$537K
|
+28,310
|
+3%
|
|
|
4
|
CreativeOne Wealth
Overland Park,
Kansas
|
$13.8M
|
+$14.1M
|
+743,242
|
New
|
|
|
5
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
$9.29M
|
+$847K
|
+44,680
|
+10%
|
|
|
6
|
Delphi Private Advisors
San Diego,
California
|
$7.29M
|
-$810K
|
-42,712
|
-10%
|
|
|
7
|
Arlington Financial Advisors
Santa Barbara,
California
|
$6.27M
|
+$20.5K
|
+1,082
|
+0.3%
|
|
|
8
|
United Capital Financial Advisors
Irving,
Texas
|
$5.89M
|
-$1.89M
|
-99,730
|
-24%
|
|
|
9
|
Opes Advisors
Cupertino,
California
|
$5.32M
|
-$609K
|
-32,112
|
-10%
|
|
|
10
|
ProVise Management Group
Clearwater,
Florida
|
$5.24M
|
-$70K
|
-3,690
|
-1%
|
|
|
11
|
Ackerman Capital Advisors
Dallas,
Texas
|
$5.18M
|
-$1.1M
|
-57,992
|
-18%
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.61M
|
+$84.7K
|
+4,464
|
+2%
|
|
|
13
|
Frontier Wealth Management
Kansas City,
Missouri
|
$4.43M
|
+$61.7K
|
+3,252
|
+1%
|
|
|
14
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$4.24M
|
+$1.8M
|
+94,684
|
+71%
|
|
|
15
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$3.72M
|
-$417
|
-22
|
-0%
|
|
|
16
|
IFP Advisors
Tampa,
Florida
|
$3.53M
|
–
|
–
|
–
|
|
|
17
|
Tiedemann Advisors
New York
|
$3.27M
|
+$149K
|
+7,834
|
+5%
|
|
|
18
|
Strategic Advisors
New York
|
$3M
|
+$129K
|
+6,776
|
+4%
|
|
|
19
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$2.83M
|
+$190K
|
+10,000
|
+7%
|
|
|
20
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$2.36M
|
+$16K
|
+842
|
+0.7%
|
|
|
21
|
Mariner
Overland Park,
Kansas
|
$2.08M
|
+$18.1K
|
+952
|
+0.9%
|
|
|
22
|
Mosaic Financial Partners
San Francisco,
California
|
$1.53M
|
+$902K
|
+47,574
|
+137%
|
|
|
23
|
Cobblestone Capital Advisors
Rochester,
New York
|
$1.45M
|
-$773K
|
-40,780
|
-34%
|
|
|
24
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$1.42M
|
+$1.11M
|
+58,296
|
+324%
|
|
|
25
|
|
$1.39M
|
-$3.78M
|
-199,496
|
-73%
|
|
