|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$2.76B
|
+$144M
|
+7,400,098
|
+6%
|
|
|
2
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$33.1M
|
+$835K
|
+42,948
|
+3%
|
|
|
3
|
Clarius Group LLC
Seattle,
Washington
|
$27.9M
|
+$6.97M
|
+358,770
|
+35%
|
|
|
4
|
Vigilant Capital Management
Portland,
Maine
|
$21M
|
-$105K
|
-5,400
|
-0.5%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$17.9M
|
+$803K
|
+41,310
|
+5%
|
|
|
6
|
Janiczek Wealth Management
Denver,
Colorado
|
$17.1M
|
+$296K
|
+15,208
|
+2%
|
|
|
7
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
$11.2M
|
+$599K
|
+30,796
|
+6%
|
|
|
8
|
Capital One National Association
New York
|
$10.9M
|
+$10.5M
|
+540,428
|
New
|
|
|
9
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$10.6M
|
+$8.82M
|
+453,948
|
+607%
|
|
|
10
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$10.4M
|
+$245K
|
+12,616
|
+3%
|
|
|
11
|
Arlington Financial Advisors
Santa Barbara,
California
|
$10.1M
|
+$245K
|
+12,584
|
+3%
|
|
|
12
|
Brouwer & Janachowski
Mill Valley,
California
|
$9.66M
|
-$644K
|
-33,136
|
-6%
|
|
|
13
|
DWM Financial Group
Palatine,
Illinois
|
$9.07M
|
+$8.77M
|
+450,996
|
New
|
|
|
14
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$8.63M
|
+$1.84M
|
+94,818
|
+28%
|
|
|
15
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$8.2M
|
+$150K
|
+7,694
|
+2%
|
|
|
16
|
|
$7.75M
|
+$1.46M
|
+75,102
|
+24%
|
|
|
17
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$6.64M
|
+$26K
|
+1,336
|
+0.4%
|
|
|
18
|
ProVise Management Group
Clearwater,
Florida
|
$6.39M
|
+$933
|
+48
|
+0%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.88M
|
+$625K
|
+32,146
|
+15%
|
|
|
20
|
Ackerman Capital Advisors
Dallas,
Texas
|
$4.76M
|
-$256K
|
-13,150
|
-5%
|
|
|
21
|
HighTower Advisors
Chicago,
Illinois
|
$4.67M
|
+$453K
|
+23,308
|
+11%
|
|
|
22
|
Opes Wealth Management
Menlo Park,
California
|
$4.45M
|
-$1.39M
|
-71,752
|
-24%
|
|
|
23
|
United Capital Financial Advisors
Irving,
Texas
|
$4.3M
|
-$34.2K
|
-1,758
|
-0.8%
|
|
|
24
|
Charles Schwab Trust
Henderson,
Nevada
|
$4.29M
|
+$1.3M
|
+67,022
|
+46%
|
|
|
25
|
|
$4.13M
|
+$418K
|
+21,524
|
+12%
|
|
