|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$661M
|
+$107M
|
+4,329,493
|
+20%
|
|
|
2
|
United Services Automobile Association
San Antonio,
Texas
|
$178M
|
+$10.6M
|
+430,100
|
+6%
|
|
|
3
|
|
$56.7M
|
+$3.26M
|
+132,404
|
+6%
|
|
|
4
|
SVA Wealth Management
Madison,
Wisconsin
|
$39.2M
|
+$264K
|
+10,729
|
+0.7%
|
|
|
5
|
Vigilant Capital Management
Portland,
Maine
|
$29M
|
+$177K
|
+7,168
|
+0.6%
|
|
|
6
|
|
$9.82M
|
-$4.68M
|
-190,137
|
-33%
|
|
|
7
|
Cabot Wealth Management
Salem,
Massachusetts
|
$5.94M
|
+$427K
|
+17,353
|
+8%
|
|
|
8
|
Asset Dedication LLC
San Francisco,
California
|
$4.69M
|
-$21.5K
|
-873
|
-0.5%
|
|
|
9
|
United Capital Financial Advisors
Irving,
Texas
|
$4.34M
|
+$162K
|
+6,579
|
+4%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$4.1M
|
+$130K
|
+5,264
|
+3%
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$3.9M
|
+$3.81M
|
+154,698
|
New
|
|
|
12
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$1.93M
|
+$36.7K
|
+1,492
|
+2%
|
|
|
13
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.83M
|
-$25.8K
|
-1,049
|
-1%
|
|
|
14
|
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
$1.82M
|
+$1.78M
|
+72,130
|
New
|
|
|
15
|
Sequoia Financial Advisors
Akron,
Ohio
|
$1.81M
|
-$7.5M
|
-304,629
|
-81%
|
|
|
16
|
Cahill Financial Advisors
Edina,
Minnesota
|
$1.69M
|
+$50.7K
|
+2,059
|
+3%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.62M
|
-$556K
|
-22,586
|
-26%
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.53M
|
-$16.6M
|
-671,956
|
-92%
|
|
|
19
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$1.31M
|
+$72.8K
|
+2,957
|
+6%
|
|
|
20
|
Argentus Capital Management
Dallas,
Texas
|
$1.25M
|
+$902K
|
+36,614
|
+280%
|
|
|
21
|
West Coast Financial
Santa Barbara,
California
|
$1.08M
|
-$670K
|
-27,221
|
-39%
|
|
|
22
|
Callan Capital
La Jolla,
California
|
$957K
|
+$125K
|
+5,076
|
+15%
|
|
|
23
|
Old Mission Capital
Chicago,
Illinois
|
$777K
|
-$304K
|
-12,352
|
-29%
|
|
|
24
|
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
|
$688K
|
-$3.69K
|
-150
|
-0.5%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$608K
|
+$175K
|
+7,109
|
+42%
|
|
