|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$728M
|
+$105M
|
+3,288,275
|
+17%
|
|
|
2
|
United Services Automobile Association
San Antonio,
Texas
|
$48.5M
|
+$19.8M
|
+619,100
|
+72%
|
|
|
3
|
|
$18.1M
|
-$18M
|
-562,684
|
-50%
|
|
|
4
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$13.2M
|
+$5.38M
|
+168,512
|
+72%
|
|
|
5
|
Opes Advisors
Cupertino,
California
|
$11.7M
|
+$445K
|
+13,932
|
+4%
|
|
|
6
|
Raymond James & Associates
St Petersburg,
Florida
|
$8.85M
|
+$8.63M
|
+270,261
|
New
|
|
|
7
|
Ackerman Capital Advisors
Dallas,
Texas
|
$5.64M
|
+$5.5M
|
+172,126
|
New
|
|
|
8
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$4.52M
|
-$78.4K
|
-2,455
|
-2%
|
|
|
9
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$4.22M
|
+$1.39M
|
+43,668
|
+54%
|
|
|
10
|
Cribstone Capital Management
Augusta,
Maine
|
$3.37M
|
+$34.6K
|
+1,084
|
+1%
|
|
|
11
|
United Capital Financial Advisors
Irving,
Texas
|
$3.18M
|
-$67.2K
|
-2,105
|
-2%
|
|
|
12
|
AssetMark Inc
Concord,
California
|
$2.72M
|
+$478K
|
+14,977
|
+22%
|
|
|
13
|
First Capital Advisors Group
Little Silver,
New Jersey
|
$1.81M
|
+$959K
|
+30,017
|
+119%
|
|
|
14
|
Cabot Wealth Management
Salem,
Massachusetts
|
$1.66M
|
+$420K
|
+13,148
|
+35%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$1.36M
|
+$1.37M
|
+42,954
|
New
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.28M
|
+$86.6K
|
+2,711
|
+7%
|
|
|
17
|
Merriman Wealth Management
Seattle,
Washington
|
$963K
|
–
|
–
|
–
|
|
|
18
|
Janiczek Wealth Management
Denver,
Colorado
|
$892K
|
+$869K
|
+27,227
|
New
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$620K
|
+$334K
|
+10,455
|
+123%
|
|
|
20
|
Asset Dedication LLC
San Francisco,
California
|
$589K
|
-$18.8K
|
-589
|
-3%
|
|
|
21
|
Brouwer & Janachowski
Mill Valley,
California
|
$560K
|
–
|
–
|
–
|
|
|
22
|
Camelot Portfolios
Maumee,
Ohio
|
$493K
|
+$481K
|
+15,050
|
New
|
|
|
23
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$472K
|
+$160K
|
+5,000
|
+53%
|
|
|
24
|
Virtu KCG Holdings
New York
|
$470K
|
+$458K
|
+14,357
|
New
|
|
|
25
|
Aviance Capital Partners
Naples,
Florida
|
$456K
|
+$13.6K
|
+427
|
+3%
|
|
