|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.11B
|
+$120M
|
+3,302,169
|
+12%
|
|
|
2
|
United Services Automobile Association
San Antonio,
Texas
|
$53.3M
|
+$327K
|
+9,000
|
+0.6%
|
|
|
3
|
United Capital Financial Advisors
Irving,
Texas
|
$16.7M
|
-$17.7K
|
-486
|
-0.1%
|
|
|
4
|
Vigilant Capital Management
Portland,
Maine
|
$14.8M
|
+$2.43M
|
+66,732
|
+19%
|
|
|
5
|
|
$12.8M
|
+$7.55M
|
+207,470
|
+138%
|
|
|
6
|
Opes Advisors
Cupertino,
California
|
$12.2M
|
-$763K
|
-20,981
|
-6%
|
|
|
7
|
Raymond James & Associates
St Petersburg,
Florida
|
$10.9M
|
+$445K
|
+12,248
|
+4%
|
|
|
8
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$8.57M
|
+$1.15M
|
+31,622
|
+15%
|
|
|
9
|
Arlington Financial Advisors
Santa Barbara,
California
|
$7.43M
|
+$203K
|
+5,572
|
+3%
|
|
|
10
|
Foster & Motley
Cincinnati,
Ohio
|
$7.21M
|
+$5.42M
|
+148,893
|
+284%
|
|
|
11
|
O'Dell Group
Cincinnati,
Ohio
|
$6.86M
|
+$255K
|
+7,010
|
+4%
|
|
|
12
|
Ackerman Capital Advisors
Dallas,
Texas
|
$6.17M
|
+$57.8K
|
+1,590
|
+0.9%
|
|
|
13
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$5.41M
|
+$230K
|
+6,326
|
+4%
|
|
|
14
|
Cribstone Capital Management
Augusta,
Maine
|
$4.42M
|
+$259K
|
+7,120
|
+6%
|
|
|
15
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$4.1M
|
+$196K
|
+5,394
|
+5%
|
|
|
16
|
First Capital Advisors Group
Little Silver,
New Jersey
|
$3.44M
|
+$411K
|
+11,302
|
+13%
|
|
|
17
|
Cabot Wealth Management
Salem,
Massachusetts
|
$1.96M
|
+$82.3K
|
+2,264
|
+4%
|
|
|
18
|
Seneca House Advisors
Richmond,
Virginia
|
$1.89M
|
+$490K
|
+13,480
|
+34%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$1.88M
|
-$135K
|
-3,720
|
-7%
|
|
|
20
|
Financial Advocates Investment Management
Olympia,
Washington
|
$1.81M
|
+$54.8K
|
+1,508
|
+3%
|
|
|
21
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1.4M
|
+$1.16M
|
+31,927
|
+453%
|
|
|
22
|
PrairieView Partners
St. Paul,
Minnesota
|
$1.21M
|
+$50.1K
|
+1,378
|
+4%
|
|
|
23
|
Camelot Portfolios
Maumee,
Ohio
|
$1.2M
|
+$237K
|
+6,530
|
+24%
|
|
|
24
|
Janiczek Wealth Management
Denver,
Colorado
|
$1.13M
|
+$130K
|
+3,565
|
+13%
|
|
|
25
|
Asset Dedication LLC
San Francisco,
California
|
$1.04M
|
+$297K
|
+8,168
|
+39%
|
|
