|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.08B
|
+$220M
|
+8,403,488
|
+26%
|
|
|
2
|
United Services Automobile Association
San Antonio,
Texas
|
$229M
|
+$20.9M
|
+797,800
|
+10%
|
|
|
3
|
|
$58.8M
|
-$1.93M
|
-73,976
|
-3%
|
|
|
4
|
SVA Wealth Management
Madison,
Wisconsin
|
$45.9M
|
+$3.88M
|
+148,428
|
+9%
|
|
|
5
|
Vigilant Capital Management
Portland,
Maine
|
$32.3M
|
+$785K
|
+30,007
|
+3%
|
|
|
6
|
Opes Advisors
Cupertino,
California
|
$13.2M
|
+$865K
|
+33,083
|
+7%
|
|
|
7
|
Cabot Wealth Management
Salem,
Massachusetts
|
$12.3M
|
+$3.61M
|
+138,054
|
+43%
|
|
|
8
|
|
$8.18M
|
+$450K
|
+17,209
|
+6%
|
|
|
9
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$7.69M
|
+$5.69M
|
+217,665
|
+314%
|
|
|
10
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$7.36M
|
+$178K
|
+6,799
|
+3%
|
|
|
11
|
Merriman Wealth Management
Seattle,
Washington
|
$6.35M
|
-$36.5K
|
-1,394
|
-0.6%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$5.97M
|
+$1.33M
|
+50,739
|
+30%
|
|
|
13
|
United Capital Financial Advisors
Irving,
Texas
|
$4.89M
|
+$91.6K
|
+3,503
|
+2%
|
|
|
14
|
Asset Dedication LLC
San Francisco,
California
|
$4.2M
|
-$678K
|
-25,902
|
-14%
|
|
|
15
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$3.36M
|
+$409K
|
+15,625
|
+14%
|
|
|
16
|
Cahill Financial Advisors
Edina,
Minnesota
|
$2.98M
|
+$53.5K
|
+2,046
|
+2%
|
|
|
17
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$2.81M
|
+$684K
|
+26,156
|
+33%
|
|
|
18
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.65M
|
+$880K
|
+33,645
|
+52%
|
|
|
19
|
Advisor Group
Phoenix,
Arizona
|
$2.17M
|
+$1.99M
|
+76,179
|
+1,586%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.88M
|
+$891K
|
+34,046
|
+95%
|
|
|
21
|
Tarbox Family Office
Newport Beach,
California
|
$1.78M
|
+$1.73M
|
+66,294
|
New
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$1.53M
|
+$1.21M
|
+46,356
|
+438%
|
|
|
23
|
Sequoia Financial Advisors
Akron,
Ohio
|
$1.52M
|
-$162K
|
-6,202
|
-10%
|
|
|
24
|
Girard Securities
San Diego,
California
|
$1.5M
|
+$592K
|
+22,632
|
+68%
|
|
|
25
|
Callan Capital
La Jolla,
California
|
$1.21M
|
+$124K
|
+4,754
|
+12%
|
|
