|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.15B
|
+$22.6M
|
+656,373
|
+2%
|
|
|
2
|
United Services Automobile Association
San Antonio,
Texas
|
$51.9M
|
+$549K
|
+15,900
|
+1%
|
|
|
3
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$27.1M
|
+$9.77M
|
+283,082
|
+57%
|
|
|
4
|
United Capital Financial Advisors
Irving,
Texas
|
$17.4M
|
+$877K
|
+25,413
|
+5%
|
|
|
5
|
Vigilant Capital Management
Portland,
Maine
|
$15.8M
|
+$1.58M
|
+45,794
|
+11%
|
|
|
6
|
Opes Advisors
Cupertino,
California
|
$11.7M
|
+$351K
|
+10,164
|
+3%
|
|
|
7
|
|
$11.7M
|
-$15.7M
|
-456,197
|
-57%
|
|
|
8
|
Foster & Motley
Cincinnati,
Ohio
|
$10.9M
|
+$1.75M
|
+50,788
|
+19%
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$9.81M
|
+$9.8M
|
+284,213
|
New
|
|
|
10
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$9.55M
|
+$295K
|
+8,550
|
+3%
|
|
|
11
|
Arlington Financial Advisors
Santa Barbara,
California
|
$8.34M
|
+$756K
|
+21,911
|
+9%
|
|
|
12
|
O'Dell Group
Cincinnati,
Ohio
|
$7.27M
|
+$378K
|
+10,969
|
+5%
|
|
|
13
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$7.04M
|
+$2.79M
|
+80,935
|
+66%
|
|
|
14
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$5.39M
|
+$176K
|
+5,109
|
+3%
|
|
|
15
|
Shine Investment Advisory Services
Lone Tree,
Colorado
|
$5.01M
|
+$4.93M
|
+142,870
|
+6,375%
|
|
|
16
|
Cribstone Capital Management
Augusta,
Maine
|
$4.6M
|
+$132K
|
+3,831
|
+3%
|
|
|
17
|
First Capital Advisors Group
Little Silver,
New Jersey
|
$3.71M
|
+$90.1K
|
+2,613
|
+2%
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$3.29M
|
+$2.24M
|
+65,014
|
+215%
|
|
|
19
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$2.91M
|
+$1.56M
|
+45,264
|
+116%
|
|
|
20
|
Resource Planning Group
Atlanta,
Georgia
|
$2.55M
|
+$2.55M
|
+73,963
|
New
|
|
|
21
|
Cabot Wealth Management
Salem,
Massachusetts
|
$1.97M
|
-$9K
|
-261
|
-0.5%
|
|
|
22
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$1.94M
|
-$1.84M
|
-53,246
|
-49%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$1.89M
|
-$39.6K
|
-1,149
|
-2%
|
|
|
24
|
Seneca House Advisors
Richmond,
Virginia
|
$1.58M
|
-$250K
|
-7,240
|
-14%
|
|
|
25
|
PrairieView Partners
St. Paul,
Minnesota
|
$1.55M
|
+$337K
|
+9,775
|
+28%
|
|
