|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.1B
|
+$34.1M
|
+1,115,238
|
+3%
|
|
|
2
|
United Services Automobile Association
San Antonio,
Texas
|
$51M
|
–
|
–
|
–
|
|
|
3
|
United Capital Financial Advisors
Irving,
Texas
|
$17.2M
|
+$2.29M
|
+74,807
|
+16%
|
|
|
4
|
|
$15.6M
|
-$20.4M
|
-665,575
|
-57%
|
|
|
5
|
Foster & Motley
Cincinnati,
Ohio
|
$13.6M
|
+$1.48M
|
+48,527
|
+12%
|
|
|
6
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$10.3M
|
+$1.27M
|
+41,583
|
+14%
|
|
|
7
|
Arlington Financial Advisors
Santa Barbara,
California
|
$9.91M
|
+$3.33M
|
+109,030
|
+52%
|
|
|
8
|
Opes Wealth Management
Menlo Park,
California
|
$9.11M
|
+$8.97M
|
+293,215
|
New
|
|
|
9
|
Capital One Investing
Mclean,
Virginia
|
$7.45M
|
-$343K
|
-11,222
|
-4%
|
|
|
10
|
Janiczek Wealth Management
Denver,
Colorado
|
$7.07M
|
+$616K
|
+20,129
|
+10%
|
|
|
11
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$6M
|
+$274K
|
+8,959
|
+5%
|
|
|
12
|
Merriman Wealth Management
Seattle,
Washington
|
$5.45M
|
+$5.36M
|
+175,438
|
New
|
|
|
13
|
Resource Planning Group
Atlanta,
Georgia
|
$5.25M
|
+$1.55M
|
+50,528
|
+43%
|
|
|
14
|
O'Dell Group
Cincinnati,
Ohio
|
$4.78M
|
+$180K
|
+5,901
|
+4%
|
|
|
15
|
Cribstone Capital Management
Augusta,
Maine
|
$4.2M
|
+$75.4K
|
+2,465
|
+2%
|
|
|
16
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$3.87M
|
+$3.81M
|
+124,622
|
New
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$3.81M
|
+$2.44M
|
+79,957
|
+188%
|
|
|
18
|
Geneos Wealth Management
Englewood,
Colorado
|
$3.6M
|
+$442K
|
+14,468
|
+14%
|
|
|
19
|
Clarius Group LLC
Seattle,
Washington
|
$3.35M
|
+$3.3M
|
+107,773
|
New
|
|
|
20
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$3.32M
|
+$674K
|
+22,038
|
+26%
|
|
|
21
|
|
$3.29M
|
+$2.72M
|
+88,817
|
+516%
|
|
|
22
|
Shine Investment Advisory Services
Lone Tree,
Colorado
|
$3.23M
|
+$1.21M
|
+39,639
|
+62%
|
|
|
23
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$3.16M
|
+$90.8K
|
+2,971
|
+3%
|
|
|
24
|
Strategic Blueprint
Atlanta,
Georgia
|
$3.05M
|
+$2.1M
|
+68,740
|
+234%
|
|
|
25
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$3M
|
-$592K
|
-19,349
|
-17%
|
|
