|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$436M
|
+$101M
|
+4,460,572
|
+32%
|
|
|
2
|
United Services Automobile Association
San Antonio,
Texas
|
$142M
|
+$42.7M
|
+1,892,820
|
+46%
|
|
|
3
|
|
$40.6M
|
+$6.82M
|
+302,567
|
+21%
|
|
|
4
|
SVA Wealth Management
Madison,
Wisconsin
|
$35.8M
|
+$13.1M
|
+578,567
|
+62%
|
|
|
5
|
Vigilant Capital Management
Portland,
Maine
|
$26.6M
|
+$1.67M
|
+74,145
|
+7%
|
|
|
6
|
Sequoia Financial Advisors
Akron,
Ohio
|
$8.95M
|
+$2.05M
|
+90,777
|
+32%
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$8.08M
|
+$3.76M
|
+166,794
|
+95%
|
|
|
8
|
Cabot Wealth Management
Salem,
Massachusetts
|
$4.8M
|
+$2.68M
|
+118,663
|
+141%
|
|
|
9
|
Asset Dedication LLC
San Francisco,
California
|
$4.42M
|
-$273K
|
-12,123
|
-6%
|
|
|
10
|
United Capital Financial Advisors
Irving,
Texas
|
$3.89M
|
-$45.9K
|
-2,037
|
-1%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$3.54M
|
+$316K
|
+14,002
|
+10%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$3.36M
|
-$226K
|
-10,004
|
-7%
|
|
|
13
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$1.77M
|
+$66.9K
|
+2,965
|
+4%
|
|
|
14
|
Cahill Financial Advisors
Edina,
Minnesota
|
$1.47M
|
-$54.2K
|
-2,403
|
-4%
|
|
|
15
|
Girard Securities
San Diego,
California
|
$1.36M
|
-$66.8K
|
-2,960
|
-5%
|
|
|
16
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$1.14M
|
-$77.2K
|
-3,422
|
-7%
|
|
|
17
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.1M
|
+$1.05M
|
+46,341
|
New
|
|
|
18
|
Virtu KCG Holdings
New York
|
$1.04M
|
+$250K
|
+11,102
|
+34%
|
|
|
19
|
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
|
$746K
|
-$34.8K
|
-1,543
|
-5%
|
|
|
20
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$601K
|
-$14.8K
|
-657
|
-3%
|
|
|
21
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$587K
|
-$5.89K
|
-261
|
-1%
|
|
|
22
|
LVW Advisors
Pittsford,
New York
|
$495K
|
+$4.53K
|
+201
|
+1%
|
|
|
23
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$494K
|
-$1.1K
|
-49
|
-0.2%
|
|
|
24
|
SOL Capital Management
Rockville,
Maryland
|
$285K
|
–
|
–
|
–
|
|
|
25
|
Paracle Advisors
Mercer Island,
Washington
|
$283K
|
+$72.5K
|
+3,216
|
+37%
|
|
