|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.88B
|
+$214M
|
+7,071,928
|
+13%
|
|
|
2
|
United Services Automobile Association
San Antonio,
Texas
|
$384M
|
+$14M
|
+462,000
|
+4%
|
|
|
3
|
|
$63M
|
-$979K
|
-32,366
|
-2%
|
|
|
4
|
SVA Wealth Management
Madison,
Wisconsin
|
$49.8M
|
-$3.27M
|
-108,044
|
-6%
|
|
|
5
|
Vigilant Capital Management
Portland,
Maine
|
$42.6M
|
+$2.42M
|
+79,876
|
+6%
|
|
|
6
|
|
$33.8M
|
+$6.45M
|
+213,342
|
+24%
|
|
|
7
|
Ackerman Capital Advisors
Dallas,
Texas
|
$33.1M
|
+$33.5M
|
+1,108,910
|
New
|
|
|
8
|
Cabot Wealth Management
Salem,
Massachusetts
|
$16.9M
|
+$359K
|
+11,862
|
+2%
|
|
|
9
|
Foster & Motley
Cincinnati,
Ohio
|
$16.6M
|
+$16.5M
|
+546,219
|
New
|
|
|
10
|
Opes Advisors
Cupertino,
California
|
$15.2M
|
+$20.1K
|
+663
|
+0.1%
|
|
|
11
|
|
$15.2M
|
+$2.7M
|
+89,410
|
+22%
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$13M
|
+$5.05M
|
+166,963
|
+64%
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$12.5M
|
+$12.5M
|
+411,815
|
New
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$10.9M
|
+$790K
|
+26,117
|
+8%
|
|
|
15
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$10.2M
|
+$10.2M
|
+336,253
|
New
|
|
|
16
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$9.04M
|
-$144K
|
-4,765
|
-2%
|
|
|
17
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$8.24M
|
-$72.3K
|
-2,389
|
-0.9%
|
|
|
18
|
Arlington Financial Advisors
Santa Barbara,
California
|
$8.2M
|
+$7.65M
|
+252,805
|
New
|
|
|
19
|
Merriman Wealth Management
Seattle,
Washington
|
$7.07M
|
-$35.1K
|
-1,161
|
-0.5%
|
|
|
20
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$6.6M
|
+$6.57M
|
+217,130
|
New
|
|
|
21
|
United Capital Financial Advisors
Irving,
Texas
|
$5.44M
|
-$72K
|
-2,379
|
-1%
|
|
|
22
|
Opus Capital Group
Cincinnati,
Ohio
|
$5.28M
|
+$5.25M
|
+173,600
|
New
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$5.13M
|
+$30K
|
+993
|
+0.6%
|
|
|
24
|
Cahill Financial Advisors
Edina,
Minnesota
|
$4.8M
|
+$70.2K
|
+2,321
|
+1%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.68M
|
+$1.43M
|
+47,154
|
+44%
|
|
