|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$2.09B
|
+$239M
|
+7,792,841
|
+13%
|
|
|
2
|
United Services Automobile Association
San Antonio,
Texas
|
$382M
|
+$2.95M
|
+96,000
|
+0.8%
|
|
|
3
|
|
$59.6M
|
-$2.57M
|
-83,631
|
-4%
|
|
|
4
|
SVA Wealth Management
Madison,
Wisconsin
|
$52.2M
|
+$3.32M
|
+108,044
|
+7%
|
|
|
5
|
Vigilant Capital Management
Portland,
Maine
|
$44M
|
+$2.04M
|
+66,495
|
+5%
|
|
|
6
|
Ackerman Capital Advisors
Dallas,
Texas
|
$32M
|
-$1.72M
|
-55,867
|
-5%
|
|
|
7
|
Foster & Motley
Cincinnati,
Ohio
|
$23.5M
|
+$7.28M
|
+237,044
|
+43%
|
|
|
8
|
Cabot Wealth Management
Salem,
Massachusetts
|
$17.5M
|
+$973K
|
+31,691
|
+6%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$17M
|
+$4.27M
|
+139,152
|
+33%
|
|
|
10
|
|
$16.9M
|
+$1.95M
|
+63,535
|
+13%
|
|
|
11
|
|
$16M
|
-$17.7M
|
-577,796
|
-52%
|
|
|
12
|
Opes Advisors
Cupertino,
California
|
$15.4M
|
+$392K
|
+12,752
|
+3%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$11.3M
|
+$548K
|
+17,839
|
+5%
|
|
|
14
|
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
$10.8M
|
+$7.03M
|
+228,847
|
+176%
|
|
|
15
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$10.4M
|
+$302K
|
+9,836
|
+3%
|
|
|
16
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$9.93M
|
+$3.51M
|
+114,211
|
+53%
|
|
|
17
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$8.57M
|
-$362K
|
-11,785
|
-4%
|
|
|
18
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$8.09M
|
-$35.8K
|
-1,166
|
-0.4%
|
|
|
19
|
Arlington Financial Advisors
Santa Barbara,
California
|
$7.91M
|
+$202K
|
+6,565
|
+3%
|
|
|
20
|
Opus Capital Group
Cincinnati,
Ohio
|
$5.66M
|
+$470K
|
+15,296
|
+9%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.11M
|
+$503K
|
+16,395
|
+11%
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$5.02M
|
-$32.1K
|
-1,046
|
-0.6%
|
|
|
23
|
Cahill Financial Advisors
Edina,
Minnesota
|
$4.87M
|
+$137K
|
+4,457
|
+3%
|
|
|
24
|
Tarbox Family Office
Newport Beach,
California
|
$4.23M
|
+$1.02M
|
+33,309
|
+31%
|
|
|
25
|
Asset Dedication LLC
San Francisco,
California
|
$4.21M
|
-$32.9K
|
-1,072
|
-0.8%
|
|
