|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.14B
|
+$61.1M
|
+1,698,722
|
+5%
|
|
|
2
|
United Services Automobile Association
San Antonio,
Texas
|
$51.9M
|
–
|
–
|
–
|
|
|
3
|
|
$27.7M
|
+$15.7M
|
+435,888
|
+122%
|
|
|
4
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$17.5M
|
+$17.3M
|
+480,936
|
+2,425%
|
|
|
5
|
United Capital Financial Advisors
Irving,
Texas
|
$16.7M
|
+$474K
|
+13,180
|
+3%
|
|
|
6
|
Vigilant Capital Management
Portland,
Maine
|
$14.4M
|
-$82K
|
-2,278
|
-0.5%
|
|
|
7
|
Opes Advisors
Cupertino,
California
|
$11.5M
|
-$391K
|
-10,860
|
-3%
|
|
|
8
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$9.34M
|
+$1.03M
|
+28,739
|
+12%
|
|
|
9
|
Foster & Motley
Cincinnati,
Ohio
|
$9.19M
|
+$2.24M
|
+62,211
|
+31%
|
|
|
10
|
Arlington Financial Advisors
Santa Barbara,
California
|
$8.44M
|
+$1.23M
|
+34,065
|
+17%
|
|
|
11
|
O'Dell Group
Cincinnati,
Ohio
|
$6.96M
|
+$290K
|
+8,071
|
+4%
|
|
|
12
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$5.2M
|
+$108K
|
+2,996
|
+2%
|
|
|
13
|
Cribstone Capital Management
Augusta,
Maine
|
$4.51M
|
+$219K
|
+6,077
|
+5%
|
|
|
14
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$4.28M
|
+$4.42M
|
+122,873
|
New
|
|
|
15
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$3.82M
|
-$180K
|
-5,003
|
-4%
|
|
|
16
|
First Capital Advisors Group
Little Silver,
New Jersey
|
$3.65M
|
+$309K
|
+8,591
|
+9%
|
|
|
17
|
Cabot Wealth Management
Salem,
Massachusetts
|
$2M
|
+$99.7K
|
+2,771
|
+5%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$1.95M
|
+$126K
|
+3,493
|
+7%
|
|
|
19
|
Camelot Portfolios
Maumee,
Ohio
|
$1.91M
|
+$765K
|
+21,270
|
+63%
|
|
|
20
|
Seneca House Advisors
Richmond,
Virginia
|
$1.85M
|
+$7.55K
|
+210
|
+0.4%
|
|
|
21
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1.4M
|
–
|
–
|
–
|
|
|
22
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$1.26M
|
+$1.3M
|
+36,009
|
New
|
|
|
23
|
PrairieView Partners
St. Paul,
Minnesota
|
$1.23M
|
+$52.5K
|
+1,459
|
+4%
|
|
|
24
|
Janiczek Wealth Management
Denver,
Colorado
|
$1.11M
|
+$11.6K
|
+323
|
+1%
|
|
|
25
|
Asset Dedication LLC
San Francisco,
California
|
$1.07M
|
+$56.4K
|
+1,567
|
+5%
|
|
