|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.02B
|
+$111M
|
+3,767,958
|
+12%
|
|
|
2
|
United Services Automobile Association
San Antonio,
Texas
|
$167M
|
+$89.2M
|
+3,042,201
|
+117%
|
|
|
3
|
Vigilant Capital Management
Portland,
Maine
|
$29.3M
|
+$1.63M
|
+55,641
|
+6%
|
|
|
4
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$23M
|
+$1.5M
|
+51,275
|
+7%
|
|
|
5
|
Ackerman Capital Advisors
Dallas,
Texas
|
$22.1M
|
+$22.6M
|
+772,141
|
New
|
|
|
6
|
Foster & Motley
Cincinnati,
Ohio
|
$16.5M
|
-$260K
|
-8,881
|
-2%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$12.1M
|
-$747K
|
-25,476
|
-6%
|
|
|
8
|
Parametric Portfolio Associates
Seattle,
Washington
|
$9.31M
|
+$154K
|
+5,262
|
+2%
|
|
|
9
|
Cabot Wealth Management
Salem,
Massachusetts
|
$8.37M
|
+$137K
|
+4,679
|
+2%
|
|
|
10
|
|
$4.41M
|
-$5.2M
|
-177,355
|
-54%
|
|
|
11
|
Morningstar Investment Services
Chicago,
Illinois
|
$4.04M
|
+$3.99M
|
+136,027
|
New
|
|
|
12
|
Merriman Wealth Management
Seattle,
Washington
|
$3.88M
|
+$245K
|
+8,357
|
+7%
|
|
|
13
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$3.79M
|
+$3.74M
|
+127,671
|
New
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.56M
|
+$2.35M
|
+79,969
|
+199%
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
$2.89M
|
-$2.95M
|
-100,550
|
-51%
|
|
|
16
|
Asset Dedication LLC
San Francisco,
California
|
$2.71M
|
+$132K
|
+4,508
|
+5%
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.55M
|
+$2.52M
|
+85,879
|
New
|
|
|
18
|
Waverly Advisors
Birmingham,
Alabama
|
$1.89M
|
+$1.87M
|
+63,770
|
New
|
|
|
19
|
|
$1.8M
|
+$120K
|
+4,081
|
+7%
|
|
|
20
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$1.71M
|
+$132K
|
+4,495
|
+8%
|
|
|
21
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.56M
|
+$29.4K
|
+1,002
|
+2%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.47M
|
+$147K
|
+4,995
|
+11%
|
|
|
23
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$1.43M
|
+$73.3K
|
+2,500
|
+5%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$1.43M
|
+$74.4K
|
+2,538
|
+6%
|
|
|
25
|
Opes Advisors
Cupertino,
California
|
$1.19M
|
+$25.2K
|
+859
|
+2%
|
|
