|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$2.45B
|
+$113M
|
+6,049,958
|
+5%
|
|
|
2
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$30.2M
|
+$353K
|
+18,860
|
+1%
|
|
|
3
|
Vigilant Capital Management
Portland,
Maine
|
$19.8M
|
+$1.11M
|
+59,414
|
+6%
|
|
|
4
|
Clarius Group LLC
Seattle,
Washington
|
$19.4M
|
+$4.33M
|
+231,828
|
+29%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$16.2M
|
+$6.62M
|
+354,062
|
+70%
|
|
|
6
|
Janiczek Wealth Management
Denver,
Colorado
|
$15.8M
|
+$7.17M
|
+383,498
|
+85%
|
|
|
7
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
$9.88M
|
+$549K
|
+29,382
|
+6%
|
|
|
8
|
Brouwer & Janachowski
Mill Valley,
California
|
$9.69M
|
-$450K
|
-24,098
|
-4%
|
|
|
9
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$9.52M
|
+$751K
|
+40,160
|
+9%
|
|
|
10
|
Arlington Financial Advisors
Santa Barbara,
California
|
$9.26M
|
+$258K
|
+13,800
|
+3%
|
|
|
11
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$7.55M
|
+$578K
|
+30,892
|
+8%
|
|
|
12
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$6.24M
|
+$933K
|
+49,884
|
+18%
|
|
|
13
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$6.2M
|
-$88.1K
|
-4,710
|
-1%
|
|
|
14
|
ProVise Management Group
Clearwater,
Florida
|
$5.99M
|
+$38K
|
+2,030
|
+0.6%
|
|
|
15
|
|
$5.86M
|
+$2.23M
|
+119,534
|
+63%
|
|
|
16
|
Capital One Investing
Mclean,
Virginia
|
$5.82M
|
+$281K
|
+15,032
|
+5%
|
|
|
17
|
Opes Wealth Management
Menlo Park,
California
|
$5.53M
|
+$105K
|
+5,622
|
+2%
|
|
|
18
|
Ackerman Capital Advisors
Dallas,
Texas
|
$4.71M
|
+$71.4K
|
+3,818
|
+2%
|
|
|
19
|
United Capital Financial Advisors
Irving,
Texas
|
$4.07M
|
+$35.5K
|
+1,898
|
+0.9%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.98M
|
+$207K
|
+11,054
|
+6%
|
|
|
21
|
HighTower Advisors
Chicago,
Illinois
|
$3.94M
|
+$3.15M
|
+168,260
|
+412%
|
|
|
22
|
Focus Financial Network
Minneapolis,
Minnesota
|
$3.89M
|
+$123K
|
+6,560
|
+3%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$3.65M
|
+$23.1K
|
+1,234
|
+0.6%
|
|
|
24
|
|
$3.59M
|
+$2.42M
|
+129,410
|
+214%
|
|
|
25
|
|
$3.47M
|
+$311K
|
+16,646
|
+10%
|
|
