|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$2.16B
|
+$112M
|
+5,758,956
|
+6%
|
|
|
2
|
First Command Financial Services
Fort Worth,
Texas
|
$262M
|
+$256M
|
+13,091,720
|
+109,025%
|
|
|
3
|
First Command Advisory Services
Fort Worth,
Texas
|
$261M
|
+$255M
|
+13,083,074
|
+46,725,264%
|
|
|
4
|
Brouwer & Janachowski
Mill Valley,
California
|
$20.2M
|
-$24.9M
|
-1,276,382
|
-56%
|
|
|
5
|
Vigilant Capital Management
Portland,
Maine
|
$18.1M
|
+$702K
|
+35,954
|
+4%
|
|
|
6
|
CreativeOne Wealth
Overland Park,
Kansas
|
$11.3M
|
-$3.47M
|
-177,844
|
-24%
|
|
|
7
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
$10.4M
|
+$414K
|
+21,196
|
+4%
|
|
|
8
|
Arlington Financial Advisors
Santa Barbara,
California
|
$7.69M
|
+$899K
|
+46,078
|
+14%
|
|
|
9
|
Delphi Private Advisors
San Diego,
California
|
$7.06M
|
-$732K
|
-37,516
|
-10%
|
|
|
10
|
United Capital Financial Advisors
Irving,
Texas
|
$5.76M
|
-$540K
|
-27,682
|
-9%
|
|
|
11
|
Opes Advisors
Cupertino,
California
|
$5.71M
|
+$3.2K
|
+164
|
+0.1%
|
|
|
12
|
ProVise Management Group
Clearwater,
Florida
|
$5.71M
|
+$90.6K
|
+4,642
|
+2%
|
|
|
13
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$5.39M
|
+$828K
|
+42,422
|
+19%
|
|
|
14
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$5.23M
|
+$1.22M
|
+62,248
|
+31%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.96M
|
+$26.3K
|
+1,346
|
+0.5%
|
|
|
16
|
SVA Wealth Management
Madison,
Wisconsin
|
$4.54M
|
+$4.45M
|
+227,786
|
New
|
|
|
17
|
Frontier Wealth Management
Kansas City,
Missouri
|
$4.44M
|
-$307K
|
-15,746
|
-7%
|
|
|
18
|
Tiedemann Advisors
New York
|
$3.47M
|
-$36K
|
-1,846
|
-1%
|
|
|
19
|
IFP Advisors
Tampa,
Florida
|
$3.46M
|
-$246K
|
-12,578
|
-7%
|
|
|
20
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$3.44M
|
+$390K
|
+20,000
|
+13%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$3.43M
|
+$1.9M
|
+97,588
|
+131%
|
|
|
22
|
Strategic Advisors
New York
|
$3.42M
|
+$201K
|
+10,320
|
+6%
|
|
|
23
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$2.85M
|
+$308K
|
+15,784
|
+12%
|
|
|
24
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$2.22M
|
+$680K
|
+34,838
|
+46%
|
|
|
25
|
Mariner
Overland Park,
Kansas
|
$2.16M
|
-$58.3K
|
-2,986
|
-3%
|
|
