|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.19B
|
+$29M
|
+1,031,533
|
+3%
|
|
|
2
|
United Services Automobile Association
San Antonio,
Texas
|
$172M
|
+$86K
|
+3,060
|
+0.1%
|
|
|
3
|
Morningstar Investment Services
Chicago,
Illinois
|
$61.8M
|
+$7.14M
|
+253,984
|
+13%
|
|
|
4
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$30.3M
|
–
|
–
|
–
|
|
|
5
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$27.6M
|
-$85.4K
|
-3,037
|
-0.3%
|
|
|
6
|
Citadel Advisors
Miami,
Florida
|
$20.1M
|
+$19.6M
|
+698,985
|
New
|
|
|
7
|
Foster & Motley
Cincinnati,
Ohio
|
$14.6M
|
+$604K
|
+21,497
|
+4%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.8M
|
+$13.5M
|
+479,171
|
New
|
|
|
9
|
LPL Financial
San Diego,
California
|
$10.9M
|
+$156K
|
+5,539
|
+1%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$10.5M
|
-$259K
|
-9,220
|
-2%
|
|
|
11
|
Parametric Portfolio Associates
Seattle,
Washington
|
$9.79M
|
-$753K
|
-26,786
|
-7%
|
|
|
12
|
Cabot Wealth Management
Salem,
Massachusetts
|
$9.02M
|
+$344K
|
+12,235
|
+4%
|
|
|
13
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$7.53M
|
+$831K
|
+29,562
|
+13%
|
|
|
14
|
Avalon Capital Management
Port Of Redwood City,
California
|
$6.18M
|
+$6.03M
|
+214,390
|
New
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$5.63M
|
-$12.2M
|
-435,558
|
-69%
|
|
|
16
|
Elgethun Capital Management
Sioux Falls,
South Dakota
|
$5.51M
|
+$416K
|
+14,802
|
+8%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.36M
|
+$67.1K
|
+2,387
|
+2%
|
|
|
18
|
Gilbert & Cook
West Des Moines,
Iowa
|
$2.7M
|
+$119K
|
+4,230
|
+5%
|
|
|
19
|
Asset Dedication LLC
San Francisco,
California
|
$2.5M
|
-$19.1K
|
-679
|
-0.8%
|
|
|
20
|
Merriman Wealth Management
Seattle,
Washington
|
$2.42M
|
–
|
–
|
–
|
|
|
21
|
|
$1.9M
|
-$170K
|
-6,061
|
-8%
|
|
|
22
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$1.88M
|
-$43.6K
|
-1,552
|
-2%
|
|
|
23
|
Waverly Advisors
Birmingham,
Alabama
|
$1.81M
|
–
|
–
|
–
|
|
|
24
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.76M
|
-$1.73M
|
-61,658
|
-50%
|
|
|
25
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$1.63M
|
–
|
–
|
–
|
|
