|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.35B
|
+$218M
|
+7,915,482
|
+20%
|
|
|
2
|
United Services Automobile Association
San Antonio,
Texas
|
$333M
|
+$92.9M
|
+3,374,690
|
+40%
|
|
|
3
|
|
$60.9M
|
-$522K
|
-18,981
|
-0.9%
|
|
|
4
|
SVA Wealth Management
Madison,
Wisconsin
|
$49.2M
|
+$1.22M
|
+44,495
|
+3%
|
|
|
5
|
Vigilant Capital Management
Portland,
Maine
|
$35.8M
|
+$1.98M
|
+72,098
|
+6%
|
|
|
6
|
Ackerman Capital Advisors
Dallas,
Texas
|
$29.5M
|
+$29M
|
+1,053,985
|
New
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$16M
|
+$15.8M
|
+572,760
|
New
|
|
|
8
|
Cabot Wealth Management
Salem,
Massachusetts
|
$14.7M
|
+$1.82M
|
+66,017
|
+14%
|
|
|
9
|
Opes Advisors
Cupertino,
California
|
$14.2M
|
+$36.1K
|
+1,313
|
+0.3%
|
|
|
10
|
|
$10.1M
|
+$1.51M
|
+54,802
|
+18%
|
|
|
11
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$8.85M
|
+$796K
|
+28,920
|
+10%
|
|
|
12
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$7.67M
|
-$25.4K
|
-923
|
-0.3%
|
|
|
13
|
|
$6.91M
|
+$6.79M
|
+246,748
|
New
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$6.66M
|
+$420K
|
+15,276
|
+7%
|
|
|
15
|
Merriman Wealth Management
Seattle,
Washington
|
$6.57M
|
-$68.2K
|
-2,477
|
-1%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$6.15M
|
+$4.48M
|
+162,782
|
+286%
|
|
|
17
|
Citadel Advisors
Miami,
Florida
|
$5.78M
|
+$5.68M
|
+206,334
|
New
|
|
|
18
|
United Capital Financial Advisors
Irving,
Texas
|
$5.03M
|
-$79.9K
|
-2,902
|
-2%
|
|
|
19
|
Asset Dedication LLC
San Francisco,
California
|
$4.23M
|
-$157K
|
-5,694
|
-4%
|
|
|
20
|
Cahill Financial Advisors
Edina,
Minnesota
|
$4.1M
|
+$965K
|
+35,065
|
+32%
|
|
|
21
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$3.84M
|
+$319K
|
+11,575
|
+9%
|
|
|
22
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$3.15M
|
+$209K
|
+7,608
|
+7%
|
|
|
23
|
Girard Securities
San Diego,
California
|
$2.96M
|
+$1.37M
|
+49,857
|
+89%
|
|
|
24
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.75M
|
-$17.6K
|
-639
|
-0.6%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.31M
|
+$350K
|
+12,706
|
+18%
|
|
