|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$998M
|
+$101M
|
+2,840,413
|
+11%
|
|
|
2
|
United Services Automobile Association
San Antonio,
Texas
|
$53.2M
|
–
|
–
|
–
|
|
|
3
|
United Capital Financial Advisors
Irving,
Texas
|
$16.8M
|
+$13.1M
|
+370,309
|
+384%
|
|
|
4
|
Opes Advisors
Cupertino,
California
|
$13M
|
+$75.3K
|
+2,126
|
+0.6%
|
|
|
5
|
Vigilant Capital Management
Portland,
Maine
|
$12.5M
|
+$1.55M
|
+43,876
|
+14%
|
|
|
6
|
Raymond James & Associates
St Petersburg,
Florida
|
$10.5M
|
+$313K
|
+8,848
|
+3%
|
|
|
7
|
Arlington Financial Advisors
Santa Barbara,
California
|
$7.64M
|
+$7.1M
|
+200,662
|
New
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$7.48M
|
+$7.37M
|
+208,039
|
New
|
|
|
9
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$7.46M
|
+$1.67M
|
+47,257
|
+29%
|
|
|
10
|
O'Dell Group
Cincinnati,
Ohio
|
$6.64M
|
+$6.53M
|
+184,550
|
New
|
|
|
11
|
Ackerman Capital Advisors
Dallas,
Texas
|
$5.92M
|
+$6.01M
|
+169,859
|
New
|
|
|
12
|
|
$5.42M
|
+$5.34M
|
+150,811
|
New
|
|
|
13
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$5.31M
|
+$418K
|
+11,804
|
+9%
|
|
|
14
|
Cribstone Capital Management
Augusta,
Maine
|
$4.18M
|
+$237K
|
+6,693
|
+6%
|
|
|
15
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$3.93M
|
+$3.87M
|
+109,165
|
New
|
|
|
16
|
AssetMark Inc
Concord,
California
|
$3.56M
|
-$251K
|
-7,103
|
-7%
|
|
|
17
|
First Capital Advisors Group
Little Silver,
New Jersey
|
$3.05M
|
+$694K
|
+19,603
|
+30%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$2.02M
|
+$38.4K
|
+1,085
|
+2%
|
|
|
19
|
Foster & Motley
Cincinnati,
Ohio
|
$1.89M
|
+$1.86M
|
+52,497
|
New
|
|
|
20
|
Cabot Wealth Management
Salem,
Massachusetts
|
$1.88M
|
+$32.6K
|
+922
|
+2%
|
|
|
21
|
Financial Advocates Investment Management
Olympia,
Washington
|
$1.76M
|
+$1.74M
|
+49,077
|
New
|
|
|
22
|
Seneca House Advisors
Richmond,
Virginia
|
$1.42M
|
+$1.39M
|
+39,385
|
New
|
|
|
23
|
Stifel Financial
St. Louis,
Missouri
|
$1.16M
|
+$650K
|
+18,359
|
+131%
|
|
|
24
|
PrairieView Partners
St. Paul,
Minnesota
|
$1.16M
|
+$1.15M
|
+32,352
|
New
|
|
|
25
|
Merriman Wealth Management
Seattle,
Washington
|
$1.13M
|
+$70.8K
|
+2,000
|
+7%
|
|
