|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.11B
|
+$62.9M
|
+2,114,070
|
+6%
|
|
|
2
|
United Services Automobile Association
San Antonio,
Texas
|
$165M
|
+$2.57M
|
+86,510
|
+1%
|
|
|
3
|
Morningstar Investment Services
Chicago,
Illinois
|
$52.4M
|
+$8.27M
|
+277,931
|
+17%
|
|
|
4
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$29.1M
|
+$31.3M
|
+1,050,909
|
New
|
|
|
5
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$26.6M
|
+$4.78M
|
+160,724
|
+20%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$17.5M
|
+$18.8M
|
+630,828
|
New
|
|
|
7
|
Foster & Motley
Cincinnati,
Ohio
|
$13.5M
|
+$491K
|
+16,497
|
+4%
|
|
|
8
|
|
$13M
|
+$9.52M
|
+319,922
|
+211%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$10.3M
|
+$468K
|
+15,742
|
+4%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$10.3M
|
-$611K
|
-20,532
|
-5%
|
|
|
11
|
Parametric Portfolio Associates
Seattle,
Washington
|
$10.1M
|
+$141K
|
+4,739
|
+1%
|
|
|
12
|
Cabot Wealth Management
Salem,
Massachusetts
|
$8.32M
|
+$463K
|
+15,546
|
+5%
|
|
|
13
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$6.42M
|
+$1.35M
|
+45,234
|
+24%
|
|
|
14
|
Vigilant Capital Management
Portland,
Maine
|
$5.7M
|
-$23.4M
|
-785,938
|
-79%
|
|
|
15
|
Elgethun Capital Management
Sioux Falls,
South Dakota
|
$4.8M
|
+$5.23M
|
+175,647
|
New
|
|
|
16
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$3.4M
|
+$3.65M
|
+122,778
|
New
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.16M
|
+$326K
|
+10,945
|
+11%
|
|
|
18
|
Gilbert & Cook
West Des Moines,
Iowa
|
$2.48M
|
-$79.6K
|
-2,675
|
-3%
|
|
|
19
|
Asset Dedication LLC
San Francisco,
California
|
$2.43M
|
-$51K
|
-1,713
|
-2%
|
|
|
20
|
Merriman Wealth Management
Seattle,
Washington
|
$2.32M
|
-$1.52M
|
-51,121
|
-38%
|
|
|
21
|
|
$1.99M
|
+$119K
|
+4,009
|
+6%
|
|
|
22
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$1.85M
|
+$129K
|
+4,347
|
+7%
|
|
|
23
|
Waverly Advisors
Birmingham,
Alabama
|
$1.74M
|
–
|
–
|
–
|
|
|
24
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$1.57M
|
-$74.4K
|
-2,500
|
-4%
|
|
|
25
|
BOK Financial
Tulsa,
Oklahoma
|
$1.21M
|
+$1.3M
|
+43,823
|
New
|
|
