|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$2.48B
|
+$142M
|
+5,130,098
|
+6%
|
|
|
2
|
United Services Automobile Association
San Antonio,
Texas
|
$356M
|
–
|
–
|
–
|
|
|
3
|
Victory Capital Management
San Antonio,
Texas
|
$163M
|
+$161M
|
+5,834,838
|
New
|
|
|
4
|
|
$124M
|
+$2.4M
|
+86,739
|
+2%
|
|
|
5
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$33.9M
|
+$30.2M
|
+1,090,995
|
+796%
|
|
|
6
|
Foster & Motley
Cincinnati,
Ohio
|
$29.2M
|
+$1.16M
|
+42,041
|
+4%
|
|
|
7
|
|
$19.3M
|
-$1.37M
|
-49,622
|
-7%
|
|
|
8
|
Opes Wealth Management
Menlo Park,
California
|
$18M
|
-$185K
|
-6,689
|
-1%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$15.8M
|
-$609
|
-22
|
-0%
|
|
|
10
|
Cabot Wealth Management
Salem,
Massachusetts
|
$15.7M
|
-$27.8K
|
-1,005
|
-0.2%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$15.5M
|
+$2.54M
|
+91,971
|
+20%
|
|
|
12
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$12.7M
|
+$8.33K
|
+301
|
+0.1%
|
|
|
13
|
Arlington Financial Advisors
Santa Barbara,
California
|
$10.2M
|
+$169K
|
+6,097
|
+2%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$9.64M
|
+$5.68M
|
+205,377
|
+146%
|
|
|
15
|
|
$9.23M
|
-$873K
|
-31,538
|
-9%
|
|
|
16
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$8.43M
|
+$833K
|
+30,118
|
+11%
|
|
|
17
|
Mariner
Overland Park,
Kansas
|
$8.05M
|
+$7.99M
|
+288,868
|
New
|
|
|
18
|
Tarbox Family Office
Newport Beach,
California
|
$7.97M
|
+$1.02M
|
+36,757
|
+15%
|
|
|
19
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$7.38M
|
-$132K
|
-4,780
|
-2%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.11M
|
-$254K
|
-9,195
|
-3%
|
|
|
21
|
FAS Wealth Partners
Leawood,
Kansas
|
$6.61M
|
-$129K
|
-4,662
|
-2%
|
|
|
22
|
Opus Capital Group
Cincinnati,
Ohio
|
$6.04M
|
-$38.3K
|
-1,384
|
-0.6%
|
|
|
23
|
Geneos Wealth Management
Englewood,
Colorado
|
$5.87M
|
+$1.05M
|
+37,777
|
+22%
|
|
|
24
|
Cahill Financial Advisors
Edina,
Minnesota
|
$5.2M
|
+$54.5K
|
+1,970
|
+1%
|
|
|
25
|
PrairieView Partners
St. Paul,
Minnesota
|
$5.12M
|
+$134K
|
+4,857
|
+3%
|
|
