|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$2.14B
|
+$98.4M
|
+5,365,352
|
+5%
|
|
|
2
|
First Command Advisory Services
Fort Worth,
Texas
|
$261M
|
+$2.41M
|
+131,192
|
+0.9%
|
|
|
3
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$34.6M
|
+$27.1M
|
+1,475,232
|
+383%
|
|
|
4
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$28.8M
|
+$18.1M
|
+987,252
|
+176%
|
|
|
5
|
Vigilant Capital Management
Portland,
Maine
|
$18.5M
|
+$622K
|
+33,934
|
+4%
|
|
|
6
|
Brouwer & Janachowski
Mill Valley,
California
|
$10.6M
|
-$5.77M
|
-314,362
|
-36%
|
|
|
7
|
Arlington Financial Advisors
Santa Barbara,
California
|
$9.29M
|
+$3.34M
|
+182,316
|
+58%
|
|
|
8
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
$8.8M
|
+$1.48M
|
+80,810
|
+21%
|
|
|
9
|
Janiczek Wealth Management
Denver,
Colorado
|
$8.63M
|
+$719K
|
+39,196
|
+9%
|
|
|
10
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$8.06M
|
+$751K
|
+40,948
|
+10%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$6.27M
|
+$6.12M
|
+333,668
|
+11,757%
|
|
|
12
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$6.26M
|
+$3.09M
|
+168,200
|
+100%
|
|
|
13
|
United Capital Financial Advisors
Irving,
Texas
|
$6.18M
|
+$542K
|
+29,542
|
+10%
|
|
|
14
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$6.1M
|
+$262K
|
+14,300
|
+5%
|
|
|
15
|
ProVise Management Group
Clearwater,
Florida
|
$5.72M
|
+$71.8K
|
+3,912
|
+1%
|
|
|
16
|
Opes Wealth Management
Menlo Park,
California
|
$5.36M
|
+$5.28M
|
+287,916
|
New
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.45M
|
+$4.39M
|
+239,182
|
New
|
|
|
18
|
Capital One Investing
Mclean,
Virginia
|
$4.44M
|
+$286K
|
+15,588
|
+7%
|
|
|
19
|
Clarius Group LLC
Seattle,
Washington
|
$4.33M
|
+$4.27M
|
+232,716
|
New
|
|
|
20
|
Strategic Advisors
New York
|
$3.98M
|
+$228K
|
+12,416
|
+6%
|
|
|
21
|
Focus Financial Network
Minneapolis,
Minnesota
|
$3.75M
|
+$3.69M
|
+201,142
|
New
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$3.68M
|
+$564K
|
+30,732
|
+18%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.63M
|
-$972K
|
-53,000
|
-21%
|
|
|
24
|
Delphi Private Advisors
San Diego,
California
|
$3.62M
|
-$219K
|
-11,928
|
-6%
|
|
|
25
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$2.9M
|
-$16.1K
|
-878
|
-0.6%
|
|
