|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$2.27B
|
+$12.5M
|
+419,924
|
+0.6%
|
|
|
2
|
United Services Automobile Association
San Antonio,
Texas
|
$383M
|
+$1.47M
|
+49,500
|
+0.4%
|
|
|
3
|
|
$149M
|
+$127M
|
+4,271,124
|
+597%
|
|
|
4
|
Citadel Advisors
Miami,
Florida
|
$71.2M
|
+$70.6M
|
+2,376,270
|
New
|
|
|
5
|
|
$56.5M
|
-$1.28M
|
-43,222
|
-2%
|
|
|
6
|
Vigilant Capital Management
Portland,
Maine
|
$45.5M
|
+$1.82M
|
+61,123
|
+4%
|
|
|
7
|
Foster & Motley
Cincinnati,
Ohio
|
$28.9M
|
+$3.03M
|
+102,005
|
+12%
|
|
|
8
|
Cabot Wealth Management
Salem,
Massachusetts
|
$18.5M
|
+$178K
|
+6,005
|
+1%
|
|
|
9
|
|
$16M
|
-$23.3M
|
-784,857
|
-59%
|
|
|
10
|
Opes Advisors
Cupertino,
California
|
$15.6M
|
+$444K
|
+14,927
|
+3%
|
|
|
11
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$12.7M
|
+$651K
|
+21,906
|
+5%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$12.2M
|
+$273K
|
+9,202
|
+2%
|
|
|
13
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$11.1M
|
+$658K
|
+22,155
|
+6%
|
|
|
14
|
Arlington Financial Advisors
Santa Barbara,
California
|
$8.66M
|
+$513K
|
+17,252
|
+6%
|
|
|
15
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$7.98M
|
-$82.4K
|
-2,773
|
-1%
|
|
|
16
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$7.88M
|
-$634K
|
-21,320
|
-7%
|
|
|
17
|
SVA Wealth Management
Madison,
Wisconsin
|
$6.76M
|
-$1.44M
|
-48,506
|
-18%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$6.3M
|
+$1.23M
|
+41,464
|
+25%
|
|
|
19
|
Opus Capital Group
Cincinnati,
Ohio
|
$6.06M
|
+$304K
|
+10,226
|
+5%
|
|
|
20
|
Tarbox Family Office
Newport Beach,
California
|
$5.44M
|
+$377K
|
+12,684
|
+8%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.24M
|
+$497K
|
+16,733
|
+11%
|
|
|
22
|
Cahill Financial Advisors
Edina,
Minnesota
|
$4.82M
|
-$16.9K
|
-567
|
-0.4%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$4.32M
|
+$24.8K
|
+835
|
+0.6%
|
|
|
24
|
PrairieView Partners
St. Paul,
Minnesota
|
$4.07M
|
+$363K
|
+12,212
|
+10%
|
|
|
25
|
United Capital Financial Advisors
Irving,
Texas
|
$4.07M
|
+$402K
|
+13,524
|
+11%
|
|
