|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$2.23B
|
+$176M
|
+5,800,606
|
+8%
|
|
|
2
|
United Services Automobile Association
San Antonio,
Texas
|
$376M
|
–
|
–
|
–
|
|
|
3
|
|
$57.1M
|
-$1.72M
|
-56,639
|
-3%
|
|
|
4
|
Vigilant Capital Management
Portland,
Maine
|
$43.1M
|
-$323K
|
-10,621
|
-0.7%
|
|
|
5
|
|
$39M
|
+$24M
|
+788,058
|
+148%
|
|
|
6
|
Foster & Motley
Cincinnati,
Ohio
|
$25.5M
|
+$2.47M
|
+81,129
|
+10%
|
|
|
7
|
|
$21.1M
|
+$4.65M
|
+152,814
|
+27%
|
|
|
8
|
Cabot Wealth Management
Salem,
Massachusetts
|
$18.1M
|
+$709K
|
+23,311
|
+4%
|
|
|
9
|
Opes Advisors
Cupertino,
California
|
$15M
|
-$193K
|
-6,342
|
-1%
|
|
|
10
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$11.9M
|
+$2.15M
|
+70,783
|
+21%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$11.7M
|
+$607K
|
+19,966
|
+5%
|
|
|
12
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$10.3M
|
+$50.6K
|
+1,664
|
+0.5%
|
|
|
13
|
Arlington Financial Advisors
Santa Barbara,
California
|
$8.89M
|
+$1M
|
+32,979
|
+13%
|
|
|
14
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$8.4M
|
-$39.7K
|
-1,305
|
-0.5%
|
|
|
15
|
SVA Wealth Management
Madison,
Wisconsin
|
$8.1M
|
-$44.8M
|
-1,472,008
|
-84%
|
|
|
16
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$7.95M
|
-$21.1K
|
-693
|
-0.3%
|
|
|
17
|
Opus Capital Group
Cincinnati,
Ohio
|
$5.67M
|
+$97.9K
|
+3,220
|
+2%
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$5.01M
|
-$12M
|
-396,090
|
-70%
|
|
|
19
|
Tarbox Family Office
Newport Beach,
California
|
$4.99M
|
+$843K
|
+27,722
|
+20%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$4.99M
|
+$36.9K
|
+1,213
|
+0.7%
|
|
|
21
|
Cahill Financial Advisors
Edina,
Minnesota
|
$4.77M
|
-$30.9K
|
-1,017
|
-0.6%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.67M
|
-$372K
|
-12,234
|
-7%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$4.23M
|
+$458K
|
+15,076
|
+12%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.91M
|
+$249K
|
+8,202
|
+7%
|
|
|
25
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$3.85M
|
-$122K
|
-4,000
|
-3%
|
|
