|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$612M
|
+$100M
|
+3,874,317
|
+20%
|
|
|
2
|
United Services Automobile Association
San Antonio,
Texas
|
$35.7M
|
+$8.12M
|
+313,200
|
+30%
|
|
|
3
|
Vigilant Capital Management
Portland,
Maine
|
$23.3M
|
+$417K
|
+16,102
|
+2%
|
|
|
4
|
Foster & Motley
Cincinnati,
Ohio
|
$15.5M
|
+$46.4K
|
+1,790
|
+0.3%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$8.19M
|
+$1.52M
|
+58,756
|
+23%
|
|
|
6
|
Cabot Wealth Management
Salem,
Massachusetts
|
$5.54M
|
+$899K
|
+34,662
|
+20%
|
|
|
7
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$5.11M
|
+$3.07M
|
+118,332
|
+158%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.89M
|
+$4.79M
|
+184,866
|
New
|
|
|
9
|
CIBC World Market
Toronto,
Ontario, Canada
|
$3.69M
|
+$3.62M
|
+139,449
|
New
|
|
|
10
|
Avalon Capital Management
Port Of Redwood City,
California
|
$3.67M
|
-$81K
|
-3,124
|
-2%
|
|
|
11
|
Virtu KCG Holdings
New York
|
$3.35M
|
+$1.44M
|
+55,512
|
+78%
|
|
|
12
|
Merriman Wealth Management
Seattle,
Washington
|
$3.26M
|
+$1.36M
|
+52,524
|
+74%
|
|
|
13
|
Asset Dedication LLC
San Francisco,
California
|
$2.46M
|
-$415
|
-16
|
-0%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$2.02M
|
+$678K
|
+26,149
|
+52%
|
|
|
15
|
|
$1.75M
|
+$1.57M
|
+60,703
|
+1,063%
|
|
|
16
|
Kinsight LLC
Birmingham,
Alabama
|
$1.74M
|
–
|
–
|
–
|
|
|
17
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$1.21M
|
+$51.8K
|
+2,000
|
+5%
|
|
|
18
|
|
$1.16M
|
+$1.14M
|
+43,917
|
New
|
|
|
19
|
United Capital Financial Advisors
Irving,
Texas
|
$1.1M
|
-$4.56K
|
-176
|
-0.4%
|
|
|
20
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$1.03M
|
+$157K
|
+6,048
|
+18%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$921K
|
+$904K
|
+34,867
|
New
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$888K
|
+$871K
|
+33,583
|
New
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$871K
|
+$110K
|
+4,238
|
+15%
|
|
|
24
|
Opes Advisors
Cupertino,
California
|
$833K
|
+$141K
|
+5,430
|
+21%
|
|
|
25
|
West Coast Financial
Santa Barbara,
California
|
$745K
|
-$64K
|
-2,470
|
-8%
|
|
