|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$580M
|
+$106M
|
+3,541,527
|
+23%
|
|
|
2
|
|
$34.2M
|
+$18.6M
|
+621,214
|
+126%
|
|
|
3
|
United Services Automobile Association
San Antonio,
Texas
|
$26.4M
|
+$25.7M
|
+860,300
|
New
|
|
|
4
|
Opes Advisors
Cupertino,
California
|
$10.2M
|
+$9.97M
|
+333,886
|
New
|
|
|
5
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$7.14M
|
-$6.4M
|
-214,395
|
-48%
|
|
|
6
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$4.3M
|
+$1.26M
|
+42,086
|
+43%
|
|
|
7
|
Cribstone Capital Management
Augusta,
Maine
|
$3.11M
|
+$3.04M
|
+101,849
|
New
|
|
|
8
|
United Capital Financial Advisors
Irving,
Texas
|
$3.04M
|
+$47.6K
|
+1,594
|
+2%
|
|
|
9
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$2.47M
|
+$2.41M
|
+80,695
|
New
|
|
|
10
|
AssetMark Inc
Concord,
California
|
$2.08M
|
+$2.03M
|
+68,058
|
New
|
|
|
11
|
Cabot Wealth Management
Salem,
Massachusetts
|
$1.15M
|
+$198K
|
+6,643
|
+22%
|
|
|
12
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.12M
|
+$1.08M
|
+36,011
|
+7,915%
|
|
|
13
|
Merriman Wealth Management
Seattle,
Washington
|
$901K
|
–
|
–
|
–
|
|
|
14
|
First Capital Advisors Group
Little Silver,
New Jersey
|
$770K
|
+$751K
|
+25,151
|
New
|
|
|
15
|
Asset Dedication LLC
San Francisco,
California
|
$571K
|
-$169K
|
-5,665
|
-23%
|
|
|
16
|
Brouwer & Janachowski
Mill Valley,
California
|
$524K
|
-$2.96K
|
-99
|
-0.6%
|
|
|
17
|
Aviance Capital Partners
Naples,
Florida
|
$414K
|
+$12.6K
|
+422
|
+3%
|
|
|
18
|
LVW Advisors
Pittsford,
New York
|
$318K
|
+$13.8K
|
+463
|
+5%
|
|
|
19
|
PVG Asset Management
Golden,
Colorado
|
$300K
|
+$292K
|
+9,785
|
New
|
|
|
20
|
Private Advisor Group
Morristown,
New Jersey
|
$297K
|
-$4.75K
|
-159
|
-2%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$288K
|
+$137K
|
+4,594
|
+95%
|
|
|
22
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$288K
|
+$281K
|
+9,400
|
New
|
|
|
23
|
Ironwood Investment Counsel
Scottsdale,
Arizona
|
$286K
|
+$10.6K
|
+355
|
+4%
|
|
|
24
|
Kavar Capital Partners Group
Leawood,
Kansas
|
$279K
|
+$272K
|
+9,100
|
New
|
|
|
25
|
SOL Capital Management
Rockville,
Maryland
|
$278K
|
-$8.96K
|
-300
|
-3%
|
|
