|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.8B
|
-$66.4M
|
-3,623,398
|
-3%
|
|
|
2
|
First Command Advisory Services
Fort Worth,
Texas
|
$228M
|
+$12.7M
|
+695,928
|
+5%
|
|
|
3
|
Vigilant Capital Management
Portland,
Maine
|
$15.8M
|
+$293K
|
+15,986
|
+2%
|
|
|
4
|
Brouwer & Janachowski
Mill Valley,
California
|
$14.5M
|
-$1.18M
|
-64,600
|
-7%
|
|
|
5
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$9.19M
|
+$7.79M
|
+425,410
|
+317%
|
|
|
6
|
Janiczek Wealth Management
Denver,
Colorado
|
$6.96M
|
+$7.11M
|
+388,336
|
+1,087%
|
|
|
7
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$6.44M
|
+$7.17M
|
+391,670
|
+130,557%
|
|
|
8
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
$6.43M
|
-$2.7M
|
-147,268
|
-27%
|
|
|
9
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$6.33M
|
-$24.1M
|
-1,318,304
|
-77%
|
|
|
10
|
Arlington Financial Advisors
Santa Barbara,
California
|
$5.2M
|
-$1.51M
|
-82,246
|
-21%
|
|
|
11
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$5.14M
|
+$803K
|
+43,852
|
+16%
|
|
|
12
|
ProVise Management Group
Clearwater,
Florida
|
$4.98M
|
+$2.93K
|
+160
|
+0.1%
|
|
|
13
|
United Capital Financial Advisors
Irving,
Texas
|
$4.97M
|
-$118K
|
-6,444
|
-2%
|
|
|
14
|
Opes Advisors
Cupertino,
California
|
$4.7M
|
+$18.9K
|
+1,030
|
+0.4%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.07M
|
+$84.6K
|
+4,618
|
+2%
|
|
|
16
|
CreativeOne Wealth
Overland Park,
Kansas
|
$3.82M
|
-$3.28M
|
-178,814
|
-43%
|
|
|
17
|
Capital One Investing
Mclean,
Virginia
|
$3.66M
|
+$4.08M
|
+222,894
|
New
|
|
|
18
|
Delphi Private Advisors
San Diego,
California
|
$3.39M
|
-$2.29M
|
-125,268
|
-38%
|
|
|
19
|
Strategic Advisors
New York
|
$3.3M
|
+$296K
|
+16,134
|
+9%
|
|
|
20
|
Tiedemann Advisors
New York
|
$2.87M
|
+$8.94K
|
+488
|
+0.3%
|
|
|
21
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$2.76M
|
-$73.3K
|
-4,000
|
-2%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$2.74M
|
-$215K
|
-11,756
|
-7%
|
|
|
23
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$2.57M
|
+$236K
|
+12,902
|
+9%
|
|
|
24
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$2.53M
|
+$2.83M
|
+154,484
|
New
|
|
|
25
|
Frontier Wealth Management
Kansas City,
Missouri
|
$2.45M
|
-$313K
|
-17,072
|
-10%
|
|
