|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.15B
|
+$45.2M
|
+1,455,311
|
+4%
|
|
|
2
|
United Services Automobile Association
San Antonio,
Texas
|
$51.2M
|
–
|
–
|
–
|
|
|
3
|
United Capital Financial Advisors
Irving,
Texas
|
$17M
|
-$336K
|
-10,801
|
-2%
|
|
|
4
|
Foster & Motley
Cincinnati,
Ohio
|
$14.5M
|
+$852K
|
+27,415
|
+6%
|
|
|
5
|
Clarius Group LLC
Seattle,
Washington
|
$12M
|
+$8.55M
|
+275,091
|
+255%
|
|
|
6
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$10.6M
|
+$161K
|
+5,173
|
+2%
|
|
|
7
|
Arlington Financial Advisors
Santa Barbara,
California
|
$10.1M
|
+$151K
|
+4,865
|
+2%
|
|
|
8
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$9.78M
|
+$9.39M
|
+302,065
|
+2,688%
|
|
|
9
|
Capital One Investing
Mclean,
Virginia
|
$9.24M
|
+$1.75M
|
+56,281
|
+23%
|
|
|
10
|
Opes Wealth Management
Menlo Park,
California
|
$9.09M
|
-$66.7K
|
-2,145
|
-0.7%
|
|
|
11
|
Resource Planning Group
Atlanta,
Georgia
|
$8.51M
|
+$3.22M
|
+103,640
|
+61%
|
|
|
12
|
Janiczek Wealth Management
Denver,
Colorado
|
$7.06M
|
-$42.8K
|
-1,377
|
-0.6%
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$7M
|
+$6.96M
|
+224,114
|
New
|
|
|
14
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$6.29M
|
+$257K
|
+8,262
|
+4%
|
|
|
15
|
O'Dell Group
Cincinnati,
Ohio
|
$5.16M
|
+$361K
|
+11,621
|
+8%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.71M
|
+$4.32M
|
+138,923
|
+1,162%
|
|
|
17
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$4.55M
|
+$657K
|
+21,136
|
+17%
|
|
|
18
|
Geneos Wealth Management
Englewood,
Colorado
|
$4.37M
|
+$752K
|
+24,199
|
+21%
|
|
|
19
|
|
$4.29M
|
-$11.3M
|
-363,565
|
-73%
|
|
|
20
|
Cribstone Capital Management
Augusta,
Maine
|
$4.23M
|
+$14.9K
|
+481
|
+0.4%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$4.23M
|
+$397K
|
+12,790
|
+10%
|
|
|
22
|
Strategic Blueprint
Atlanta,
Georgia
|
$3.47M
|
+$404K
|
+12,988
|
+13%
|
|
|
23
|
Shine Investment Advisory Services
Lone Tree,
Colorado
|
$3.35M
|
+$98.2K
|
+3,160
|
+3%
|
|
|
24
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$3.34M
|
+$2.36K
|
+76
|
+0.1%
|
|
|
25
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$3.15M
|
-$18.4K
|
-591
|
-0.6%
|
|
