|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$2.03B
|
+$127M
|
+4,616,111
|
+6%
|
|
|
2
|
United Services Automobile Association
San Antonio,
Texas
|
$323M
|
–
|
–
|
–
|
|
|
3
|
|
$103M
|
-$24.9M
|
-908,305
|
-18%
|
|
|
4
|
|
$45.9M
|
-$1.82M
|
-66,287
|
-4%
|
|
|
5
|
Vigilant Capital Management
Portland,
Maine
|
$26.8M
|
-$12.6M
|
-457,890
|
-30%
|
|
|
6
|
Foster & Motley
Cincinnati,
Ohio
|
$25.1M
|
+$816K
|
+29,745
|
+3%
|
|
|
7
|
Ackerman Capital Advisors
Dallas,
Texas
|
$15M
|
+$16.3M
|
+593,297
|
New
|
|
|
8
|
Opes Advisors
Cupertino,
California
|
$14M
|
+$882K
|
+32,184
|
+6%
|
|
|
9
|
Cabot Wealth Management
Salem,
Massachusetts
|
$13.1M
|
-$2.75M
|
-100,462
|
-16%
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$13M
|
-$51M
|
-1,859,966
|
-78%
|
|
|
11
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$11.4M
|
+$750K
|
+27,372
|
+6%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$10.5M
|
+$251K
|
+9,173
|
+2%
|
|
|
13
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$8.29M
|
-$1.13M
|
-41,166
|
-11%
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
$7.47M
|
+$6.42M
|
+234,308
|
+379%
|
|
|
15
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$6.6M
|
-$34.3K
|
-1,250
|
-0.5%
|
|
|
16
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$6.58M
|
-$153K
|
-5,583
|
-2%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$6.56M
|
+$1.36M
|
+49,654
|
+24%
|
|
|
18
|
Arlington Financial Advisors
Santa Barbara,
California
|
$6.45M
|
-$1.48M
|
-53,894
|
-17%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.27M
|
+$2.02M
|
+73,764
|
+42%
|
|
|
20
|
FAS Wealth Partners
Leawood,
Kansas
|
$6.12M
|
+$6.65M
|
+242,712
|
New
|
|
|
21
|
Tarbox Family Office
Newport Beach,
California
|
$5.71M
|
+$1.22M
|
+44,623
|
+25%
|
|
|
22
|
Opus Capital Group
Cincinnati,
Ohio
|
$5.41M
|
+$328K
|
+11,954
|
+6%
|
|
|
23
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$5.22M
|
+$5.67M
|
+206,921
|
New
|
|
|
24
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$5.07M
|
+$5.17M
|
+188,602
|
+1,518%
|
|
|
25
|
Shine Investment Advisory Services
Lone Tree,
Colorado
|
$4.97M
|
+$5.15M
|
+187,787
|
+1,980%
|
|
