|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$404M
|
+$22.8M
|
+989,660
|
+6%
|
|
|
2
|
Vigilant Capital Management
Portland,
Maine
|
$20.5M
|
-$161K
|
-6,983
|
-0.8%
|
|
|
3
|
United Services Automobile Association
San Antonio,
Texas
|
$19M
|
+$461K
|
+20,000
|
+3%
|
|
|
4
|
Foster & Motley
Cincinnati,
Ohio
|
$13.1M
|
-$667K
|
-28,926
|
-5%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$5.95M
|
+$4.02M
|
+174,235
|
+228%
|
|
|
6
|
Avalon Capital Management
Port Of Redwood City,
California
|
$4.8M
|
+$1.98M
|
+85,817
|
+74%
|
|
|
7
|
Cabot Wealth Management
Salem,
Massachusetts
|
$3.25M
|
+$67.6K
|
+2,931
|
+2%
|
|
|
8
|
Asset Dedication LLC
San Francisco,
California
|
$2.13M
|
-$21.8K
|
-945
|
-1%
|
|
|
9
|
West Coast Financial
Santa Barbara,
California
|
$1.57M
|
-$749K
|
-32,472
|
-33%
|
|
|
10
|
Kinsight LLC
Birmingham,
Alabama
|
$1.56M
|
–
|
–
|
–
|
|
|
11
|
United Capital Financial Advisors
Irving,
Texas
|
$1.01M
|
+$15K
|
+652
|
+2%
|
|
|
12
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$862K
|
-$25.8K
|
-1,119
|
-3%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$818K
|
+$796K
|
+34,480
|
New
|
|
|
14
|
Cahill Financial Advisors
Edina,
Minnesota
|
$649K
|
–
|
–
|
–
|
|
|
15
|
Parsons Capital Management
Providence,
Rhode Island
|
$479K
|
-$15.2K
|
-657
|
-3%
|
|
|
16
|
Merriman Wealth Management
Seattle,
Washington
|
$425K
|
+$413K
|
+17,900
|
New
|
|
|
17
|
|
$325K
|
+$316K
|
+13,704
|
New
|
|
|
18
|
Girard Securities
San Diego,
California
|
$277K
|
-$598K
|
-25,925
|
-69%
|
|
|
19
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$234K
|
+$40.9K
|
+1,772
|
+22%
|
|
|
20
|
Financial Consulate
Hunt Valley,
Maryland
|
$203K
|
+$198K
|
+8,570
|
New
|
|
|
21
|
Pittenger & Anderson Inc
Lincoin,
Nebraska
|
$133K
|
-$16.8K
|
-728
|
-11%
|
|
|
22
|
|
$80K
|
+$74.6K
|
+3,232
|
+2,430%
|
|
|
23
|
MSI Financial Services
Springfield,
Massachusetts
|
$79K
|
+$77.1K
|
+3,340
|
New
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$70K
|
+$62.5K
|
+2,711
|
+1,120%
|
|
|
25
|
Creative Planning
Overland Park,
Kansas
|
$44K
|
-$2.31K
|
-100
|
-5%
|
|
