|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$2.31B
|
+$105M
|
+5,144,334
|
+5%
|
|
|
2
|
First Command Advisory Services
Fort Worth,
Texas
|
$269M
|
+$2.37M
|
+115,804
|
+0.9%
|
|
|
3
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$34.7M
|
+$29.5M
|
+1,441,456
|
+550%
|
|
|
4
|
Brouwer & Janachowski
Mill Valley,
California
|
$19.3M
|
-$1.27M
|
-62,226
|
-6%
|
|
|
5
|
Vigilant Capital Management
Portland,
Maine
|
$19.3M
|
+$794K
|
+38,820
|
+4%
|
|
|
6
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
$11M
|
+$385K
|
+18,804
|
+4%
|
|
|
7
|
CreativeOne Wealth
Overland Park,
Kansas
|
$8.38M
|
-$3.14M
|
-153,706
|
-27%
|
|
|
8
|
Arlington Financial Advisors
Santa Barbara,
California
|
$7.57M
|
+$405K
|
+19,802
|
+5%
|
|
|
9
|
Delphi Private Advisors
San Diego,
California
|
$6.75M
|
-$454K
|
-22,192
|
-6%
|
|
|
10
|
United Capital Financial Advisors
Irving,
Texas
|
$6.29M
|
+$417K
|
+20,376
|
+7%
|
|
|
11
|
ProVise Management Group
Clearwater,
Florida
|
$6.18M
|
+$355K
|
+17,366
|
+6%
|
|
|
12
|
Opes Advisors
Cupertino,
California
|
$5.81M
|
-$16.7K
|
-814
|
-0.3%
|
|
|
13
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$5.48M
|
-$24.1K
|
-1,178
|
-0.4%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.95M
|
-$109K
|
-5,330
|
-2%
|
|
|
15
|
Strategic Advisors
New York
|
$3.77M
|
+$278K
|
+13,566
|
+8%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$3.64M
|
+$137K
|
+6,686
|
+4%
|
|
|
17
|
Tiedemann Advisors
New York
|
$3.55M
|
+$3.15K
|
+154
|
+0.1%
|
|
|
18
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$3.51M
|
–
|
–
|
–
|
|
|
19
|
IFP Advisors
Tampa,
Florida
|
$3.44M
|
-$98.1K
|
-4,796
|
-3%
|
|
|
20
|
Frontier Wealth Management
Kansas City,
Missouri
|
$3.38M
|
-$1.15M
|
-56,228
|
-25%
|
|
|
21
|
|
$3.25M
|
+$3.27M
|
+159,836
|
New
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.22M
|
+$3.11M
|
+152,260
|
+2,498%
|
|
|
23
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$2.92M
|
+$14.5K
|
+708
|
+0.5%
|
|
|
24
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$2.73M
|
+$472K
|
+23,080
|
+21%
|
|
|
25
|
Mariner
Overland Park,
Kansas
|
$2.16M
|
-$51.1K
|
-2,500
|
-2%
|
|
