|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.19B
|
+$114M
|
+3,651,528
|
+11%
|
|
|
2
|
United Services Automobile Association
San Antonio,
Texas
|
$184M
|
+$7.55M
|
+241,000
|
+4%
|
|
|
3
|
Morningstar Investment Services
Chicago,
Illinois
|
$50.3M
|
+$46.3M
|
+1,478,072
|
+1,087%
|
|
|
4
|
Vigilant Capital Management
Portland,
Maine
|
$30.9M
|
+$151K
|
+4,834
|
+0.5%
|
|
|
5
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$25M
|
+$820K
|
+26,178
|
+3%
|
|
|
6
|
Ackerman Capital Advisors
Dallas,
Texas
|
$15.2M
|
-$8.12M
|
-259,176
|
-34%
|
|
|
7
|
Foster & Motley
Cincinnati,
Ohio
|
$14.7M
|
-$2.75M
|
-87,759
|
-16%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$12.2M
|
+$10.8M
|
+343,813
|
+716%
|
|
|
9
|
Parametric Portfolio Associates
Seattle,
Washington
|
$11.3M
|
+$1.49M
|
+47,661
|
+15%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$11.1M
|
-$1.59M
|
-50,841
|
-12%
|
|
|
11
|
Cabot Wealth Management
Salem,
Massachusetts
|
$8.89M
|
+$92.3K
|
+2,947
|
+1%
|
|
|
12
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$5.83M
|
+$1.85M
|
+59,124
|
+46%
|
|
|
13
|
|
$4.73M
|
+$92.9K
|
+2,968
|
+2%
|
|
|
14
|
Merriman Wealth Management
Seattle,
Washington
|
$4.21M
|
+$130K
|
+4,154
|
+3%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.22M
|
-$527K
|
-16,819
|
-14%
|
|
|
16
|
Gilbert & Cook
West Des Moines,
Iowa
|
$2.88M
|
+$2.89M
|
+92,241
|
New
|
|
|
17
|
Asset Dedication LLC
San Francisco,
California
|
$2.79M
|
-$59.8K
|
-1,910
|
-2%
|
|
|
18
|
CIBC World Market
Toronto,
Ontario, Canada
|
$2.65M
|
+$2.66M
|
+85,064
|
New
|
|
|
19
|
|
$2.12M
|
+$225K
|
+7,194
|
+12%
|
|
|
20
|
Waverly Advisors
Birmingham,
Alabama
|
$1.96M
|
-$27.2K
|
-870
|
-1%
|
|
|
21
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$1.95M
|
+$146K
|
+4,656
|
+8%
|
|
|
22
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$1.85M
|
+$344K
|
+11,000
|
+23%
|
|
|
23
|
Cahill Financial Advisors
Edina,
Minnesota
|
$1.12M
|
+$407
|
+13
|
+0%
|
|
|
24
|
Kalos Management
Alpharetta,
Georgia
|
$997K
|
+$713K
|
+22,760
|
+237%
|
|
|
25
|
Mainstay Capital Management
Grand Blanc,
Michigan
|
$996K
|
+$860K
|
+27,467
|
+611%
|
|
