|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$2.32B
|
+$95.2M
|
+3,520,265
|
+4%
|
|
|
2
|
United Services Automobile Association
San Antonio,
Texas
|
$353M
|
–
|
–
|
–
|
|
|
3
|
|
$121M
|
+$8M
|
+296,013
|
+7%
|
|
|
4
|
Foster & Motley
Cincinnati,
Ohio
|
$27.8M
|
+$304K
|
+11,257
|
+1%
|
|
|
5
|
|
$20.4M
|
-$29.2M
|
-1,081,036
|
-59%
|
|
|
6
|
Citadel Advisors
Miami,
Florida
|
$19.8M
|
+$5.46M
|
+201,923
|
+39%
|
|
|
7
|
Opes Wealth Management
Menlo Park,
California
|
$18M
|
+$17.6M
|
+652,764
|
New
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$15.7M
|
+$4.13M
|
+152,765
|
+37%
|
|
|
9
|
Cabot Wealth Management
Salem,
Massachusetts
|
$15.6M
|
+$1.3M
|
+48,149
|
+9%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$12.8M
|
+$5.52M
|
+204,285
|
+79%
|
|
|
11
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$12.5M
|
+$97.3K
|
+3,598
|
+0.8%
|
|
|
12
|
|
$10M
|
+$8.45M
|
+312,410
|
+621%
|
|
|
13
|
Arlington Financial Advisors
Santa Barbara,
California
|
$9.9M
|
+$2.79M
|
+103,251
|
+40%
|
|
|
14
|
JBJ Investment Partners
Charleston,
South Carolina
|
$7.63M
|
+$7.48M
|
+276,497
|
New
|
|
|
15
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$7.51M
|
+$308K
|
+11,380
|
+4%
|
|
|
16
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$7.44M
|
+$210K
|
+7,780
|
+3%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.29M
|
+$420K
|
+15,548
|
+6%
|
|
|
18
|
Tarbox Family Office
Newport Beach,
California
|
$6.88M
|
+$625K
|
+23,104
|
+10%
|
|
|
19
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$6.86M
|
-$2.16M
|
-79,860
|
-24%
|
|
|
20
|
|
$6.84M
|
+$4.46M
|
+164,892
|
+198%
|
|
|
21
|
FAS Wealth Partners
Leawood,
Kansas
|
$6.67M
|
-$24.5K
|
-907
|
-0.4%
|
|
|
22
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$6.03M
|
+$2.95M
|
+109,250
|
+100%
|
|
|
23
|
Opus Capital Group
Cincinnati,
Ohio
|
$6.01M
|
+$99.9K
|
+3,696
|
+2%
|
|
|
24
|
Cahill Financial Advisors
Edina,
Minnesota
|
$5.09M
|
+$169K
|
+6,264
|
+4%
|
|
|
25
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$4.99M
|
+$811K
|
+29,991
|
+21%
|
|
