|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$869M
|
+$91.2M
|
+2,700,923
|
+12%
|
|
|
2
|
United Services Automobile Association
San Antonio,
Texas
|
$51.6M
|
–
|
–
|
–
|
|
|
3
|
Opes Advisors
Cupertino,
California
|
$12.5M
|
+$384K
|
+11,353
|
+3%
|
|
|
4
|
Vigilant Capital Management
Portland,
Maine
|
$10.6M
|
+$10.3M
|
+303,947
|
New
|
|
|
5
|
Raymond James & Associates
St Petersburg,
Florida
|
$9.85M
|
+$414K
|
+12,248
|
+5%
|
|
|
6
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$5.59M
|
+$757K
|
+22,416
|
+16%
|
|
|
7
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$4.52M
|
+$182K
|
+5,397
|
+4%
|
|
|
8
|
Cribstone Capital Management
Augusta,
Maine
|
$3.82M
|
+$225K
|
+6,650
|
+6%
|
|
|
9
|
AssetMark Inc
Concord,
California
|
$3.7M
|
+$779K
|
+23,072
|
+28%
|
|
|
10
|
United Capital Financial Advisors
Irving,
Texas
|
$3.36M
|
-$25.1K
|
-742
|
-0.8%
|
|
|
11
|
First Capital Advisors Group
Little Silver,
New Jersey
|
$2.27M
|
+$340K
|
+10,063
|
+18%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$1.92M
|
+$410K
|
+12,151
|
+28%
|
|
|
13
|
Cabot Wealth Management
Salem,
Massachusetts
|
$1.79M
|
+$25.4K
|
+751
|
+1%
|
|
|
14
|
Merriman Wealth Management
Seattle,
Washington
|
$1.02M
|
–
|
–
|
–
|
|
|
15
|
Janiczek Wealth Management
Denver,
Colorado
|
$983K
|
+$32.9K
|
+973
|
+4%
|
|
|
16
|
Asset Dedication LLC
San Francisco,
California
|
$695K
|
+$65.1K
|
+1,928
|
+11%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$655K
|
-$4.56K
|
-135
|
-0.7%
|
|
|
18
|
|
$609K
|
+$590K
|
+17,462
|
New
|
|
|
19
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$607K
|
+$101K
|
+3,000
|
+21%
|
|
|
20
|
Brouwer & Janachowski
Mill Valley,
California
|
$580K
|
-$15.9K
|
-470
|
-3%
|
|
|
21
|
Camelot Portfolios
Maumee,
Ohio
|
$550K
|
+$24.7K
|
+732
|
+5%
|
|
|
22
|
Aviance Capital Partners
Naples,
Florida
|
$515K
|
+$27.9K
|
+825
|
+6%
|
|
|
23
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$497K
|
-$842K
|
-24,911
|
-64%
|
|
|
24
|
Stifel Financial
St. Louis,
Missouri
|
$489K
|
+$473K
|
+13,999
|
New
|
|
|
25
|
SOL Capital Management
Rockville,
Maryland
|
$432K
|
–
|
–
|
–
|
|
