|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$2.33B
|
+$160M
|
+8,538,814
|
+7%
|
|
|
2
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$29.8M
|
+$671K
|
+35,730
|
+2%
|
|
|
3
|
Vigilant Capital Management
Portland,
Maine
|
$18.7M
|
-$86.5K
|
-4,604
|
-0.5%
|
|
|
4
|
Clarius Group LLC
Seattle,
Washington
|
$14.9M
|
+$10.5M
|
+560,594
|
+241%
|
|
|
5
|
Brouwer & Janachowski
Mill Valley,
California
|
$10.1M
|
-$602K
|
-32,034
|
-6%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$9.51M
|
+$3.16M
|
+168,380
|
+50%
|
|
|
7
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
$9.31M
|
+$403K
|
+21,460
|
+5%
|
|
|
8
|
Arlington Financial Advisors
Santa Barbara,
California
|
$8.99M
|
-$417K
|
-22,188
|
-4%
|
|
|
9
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$8.75M
|
+$586K
|
+31,214
|
+7%
|
|
|
10
|
Janiczek Wealth Management
Denver,
Colorado
|
$8.51M
|
-$221K
|
-11,754
|
-3%
|
|
|
11
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$6.95M
|
-$28M
|
-1,491,622
|
-80%
|
|
|
12
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$6.27M
|
+$113K
|
+6,006
|
+2%
|
|
|
13
|
ProVise Management Group
Clearwater,
Florida
|
$5.94M
|
+$148K
|
+7,898
|
+3%
|
|
|
14
|
Capital One Investing
Mclean,
Virginia
|
$5.54M
|
+$1.04M
|
+55,496
|
+23%
|
|
|
15
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$5.43M
|
+$4.91M
|
+261,708
|
+1,166%
|
|
|
16
|
Opes Wealth Management
Menlo Park,
California
|
$5.42M
|
-$7.55K
|
-402
|
-0.1%
|
|
|
17
|
United Capital Financial Advisors
Irving,
Texas
|
$4.03M
|
-$2.22M
|
-118,168
|
-36%
|
|
|
18
|
Strategic Advisors
New York
|
$3.97M
|
-$53.7K
|
-2,862
|
-1%
|
|
|
19
|
Focus Financial Network
Minneapolis,
Minnesota
|
$3.77M
|
-$29.8K
|
-1,586
|
-0.8%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.76M
|
+$85.3K
|
+4,540
|
+2%
|
|
|
21
|
Delphi Private Advisors
San Diego,
California
|
$3.62M
|
-$48.2K
|
-2,568
|
-1%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$3.62M
|
-$108K
|
-5,758
|
-3%
|
|
|
23
|
|
$3.59M
|
+$2.91M
|
+155,070
|
+437%
|
|
|
24
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$3.17M
|
-$3.16M
|
-168,200
|
-50%
|
|
|
25
|
|
$3.15M
|
+$429K
|
+22,842
|
+16%
|
|
