|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.64B
|
+$188M
|
+6,488,403
|
+13%
|
|
|
2
|
United Services Automobile Association
San Antonio,
Texas
|
$364M
|
+$8.11M
|
+280,000
|
+2%
|
|
|
3
|
|
$62.8M
|
-$2.07M
|
-71,364
|
-3%
|
|
|
4
|
SVA Wealth Management
Madison,
Wisconsin
|
$52.2M
|
-$342K
|
-11,821
|
-0.7%
|
|
|
5
|
Vigilant Capital Management
Portland,
Maine
|
$39.5M
|
+$1.33M
|
+45,966
|
+4%
|
|
|
6
|
|
$26.8M
|
+$18.8M
|
+650,151
|
+263%
|
|
|
7
|
Cabot Wealth Management
Salem,
Massachusetts
|
$16.3M
|
+$577K
|
+19,913
|
+4%
|
|
|
8
|
Opes Advisors
Cupertino,
California
|
$14.9M
|
+$129K
|
+4,453
|
+0.9%
|
|
|
9
|
|
$12.2M
|
+$1.42M
|
+49,197
|
+14%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$9.95M
|
+$2.76M
|
+95,265
|
+40%
|
|
|
11
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$9.03M
|
-$393K
|
-13,585
|
-4%
|
|
|
12
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$8.17M
|
-$9.64K
|
-333
|
-0.1%
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$7.75M
|
-$9.07M
|
-313,190
|
-55%
|
|
|
14
|
Merriman Wealth Management
Seattle,
Washington
|
$6.98M
|
-$22K
|
-760
|
-0.3%
|
|
|
15
|
United Capital Financial Advisors
Irving,
Texas
|
$5.42M
|
+$48.5K
|
+1,675
|
+0.9%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$5.01M
|
-$1.51M
|
-52,097
|
-24%
|
|
|
17
|
Cahill Financial Advisors
Edina,
Minnesota
|
$4.65M
|
+$272K
|
+9,379
|
+6%
|
|
|
18
|
Asset Dedication LLC
San Francisco,
California
|
$4.23M
|
-$261K
|
-9,009
|
-6%
|
|
|
19
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$4.09M
|
–
|
–
|
–
|
|
|
20
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$3.45M
|
+$90.2K
|
+3,115
|
+3%
|
|
|
21
|
Fifth Third Securities
Cincinnati,
Ohio
|
$3.41M
|
+$3.3M
|
+114,111
|
New
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.19M
|
+$1.33M
|
+45,835
|
+75%
|
|
|
23
|
Tarbox Family Office
Newport Beach,
California
|
$3.1M
|
+$982K
|
+33,925
|
+49%
|
|
|
24
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$3.1M
|
+$155K
|
+5,357
|
+5%
|
|
|
25
|
Girard Securities
San Diego,
California
|
$2.95M
|
-$208K
|
-7,200
|
-7%
|
|
