|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$804M
|
+$145M
|
+5,800,155
|
+22%
|
|
|
2
|
United Services Automobile Association
San Antonio,
Texas
|
$194M
|
+$16.5M
|
+659,200
|
+9%
|
|
|
3
|
|
$56.9M
|
+$501K
|
+19,965
|
+0.9%
|
|
|
4
|
SVA Wealth Management
Madison,
Wisconsin
|
$39.3M
|
+$270K
|
+10,778
|
+0.7%
|
|
|
5
|
Vigilant Capital Management
Portland,
Maine
|
$29.5M
|
+$641K
|
+25,570
|
+2%
|
|
|
6
|
Opes Advisors
Cupertino,
California
|
$11.6M
|
+$11.6M
|
+460,607
|
New
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$8.57M
|
+$7.04M
|
+280,526
|
+462%
|
|
|
8
|
Cabot Wealth Management
Salem,
Massachusetts
|
$8.07M
|
+$2.15M
|
+85,752
|
+36%
|
|
|
9
|
|
$7.23M
|
+$7.22M
|
+287,907
|
New
|
|
|
10
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$6.73M
|
+$4.8M
|
+191,494
|
+250%
|
|
|
11
|
Merriman Wealth Management
Seattle,
Washington
|
$5.98M
|
+$5.98M
|
+238,271
|
New
|
|
|
12
|
|
$4.85M
|
-$4.92M
|
-196,175
|
-50%
|
|
|
13
|
Asset Dedication LLC
San Francisco,
California
|
$4.58M
|
-$96.9K
|
-3,864
|
-2%
|
|
|
14
|
United Capital Financial Advisors
Irving,
Texas
|
$4.49M
|
+$171K
|
+6,816
|
+4%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$4.31M
|
+$234K
|
+9,335
|
+6%
|
|
|
16
|
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
$4.03M
|
+$2.21M
|
+88,229
|
+122%
|
|
|
17
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$2.75M
|
+$2.75M
|
+109,775
|
New
|
|
|
18
|
Cahill Financial Advisors
Edina,
Minnesota
|
$2.74M
|
+$1.05M
|
+41,991
|
+63%
|
|
|
19
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$1.98M
|
+$668K
|
+26,638
|
+51%
|
|
|
20
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.89M
|
+$1.89M
|
+75,273
|
New
|
|
|
21
|
Tiedemann Advisors
New York
|
$1.82M
|
+$1.82M
|
+72,638
|
New
|
|
|
22
|
Virtu KCG Holdings
New York
|
$1.77M
|
+$1.77M
|
+70,478
|
New
|
|
|
23
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$1.74M
|
+$1.74M
|
+69,300
|
New
|
|
|
24
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.64M
|
-$183K
|
-7,293
|
-10%
|
|
|
25
|
Sequoia Financial Advisors
Akron,
Ohio
|
$1.58M
|
-$219K
|
-8,717
|
-12%
|
|
