|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$976M
|
+$30.7M
|
+987,662
|
+3%
|
|
|
2
|
United Services Automobile Association
San Antonio,
Texas
|
$46.5M
|
+$4.23M
|
+136,000
|
+9%
|
|
|
3
|
|
$33.1M
|
+$25.7M
|
+828,496
|
+245%
|
|
|
4
|
United Capital Financial Advisors
Irving,
Texas
|
$13.6M
|
-$761K
|
-24,487
|
-5%
|
|
|
5
|
Foster & Motley
Cincinnati,
Ohio
|
$11.1M
|
+$2.35M
|
+75,642
|
+24%
|
|
|
6
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$8.25M
|
+$2.71M
|
+87,354
|
+43%
|
|
|
7
|
Capital One Investing
Mclean,
Virginia
|
$7.11M
|
+$7.8M
|
+250,920
|
New
|
|
|
8
|
Opes Advisors
Cupertino,
California
|
$6.24M
|
-$3.72M
|
-119,676
|
-35%
|
|
|
9
|
Arlington Financial Advisors
Santa Barbara,
California
|
$5.95M
|
-$1.62M
|
-52,199
|
-20%
|
|
|
10
|
Janiczek Wealth Management
Denver,
Colorado
|
$5.88M
|
+$5.39M
|
+173,439
|
+510%
|
|
|
11
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$5.22M
|
-$2.87M
|
-92,404
|
-33%
|
|
|
12
|
O'Dell Group
Cincinnati,
Ohio
|
$4.19M
|
-$1.95M
|
-62,793
|
-30%
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$3.96M
|
-$4.49M
|
-144,429
|
-51%
|
|
|
14
|
Cribstone Capital Management
Augusta,
Maine
|
$3.76M
|
-$20.4K
|
-657
|
-0.5%
|
|
|
15
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$3.37M
|
-$1.33M
|
-42,753
|
-27%
|
|
|
16
|
Resource Planning Group
Atlanta,
Georgia
|
$3.36M
|
+$1.38M
|
+44,415
|
+60%
|
|
|
17
|
Ackerman Capital Advisors
Dallas,
Texas
|
$3.19M
|
+$3.5M
|
+112,498
|
New
|
|
|
18
|
Geneos Wealth Management
Englewood,
Colorado
|
$2.86M
|
+$1.86M
|
+59,988
|
+145%
|
|
|
19
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$2.8M
|
+$2.41M
|
+77,408
|
+364%
|
|
|
20
|
RHS Financial
San Francisco,
California
|
$2.75M
|
+$3.02M
|
+97,184
|
New
|
|
|
21
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$2.64M
|
+$276K
|
+8,880
|
+11%
|
|
|
22
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.48M
|
-$21.6M
|
-696,312
|
-89%
|
|
|
23
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$2.4M
|
+$1.72M
|
+55,465
|
+189%
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$2.16M
|
-$598K
|
-19,229
|
-20%
|
|
|
25
|
PrairieView Partners
St. Paul,
Minnesota
|
$2.04M
|
+$843K
|
+27,128
|
+60%
|
|
