|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$2.6B
|
+$142M
|
+5,250,314
|
+6%
|
|
|
2
|
Victory Capital Management
San Antonio,
Texas
|
$340M
|
+$177M
|
+6,513,062
|
+112%
|
|
|
3
|
United Services Automobile Association
San Antonio,
Texas
|
$160M
|
-$189M
|
-6,975,054
|
-55%
|
|
|
4
|
|
$129M
|
+$5.64M
|
+208,033
|
+5%
|
|
|
5
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$39.8M
|
+$5.69M
|
+209,832
|
+17%
|
|
|
6
|
Foster & Motley
Cincinnati,
Ohio
|
$30.5M
|
+$1.54M
|
+56,828
|
+5%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$19.4M
|
+$3.99M
|
+147,186
|
+26%
|
|
|
8
|
Opes Wealth Management
Menlo Park,
California
|
$18.3M
|
+$525K
|
+19,372
|
+3%
|
|
|
9
|
|
$17.8M
|
-$1.26M
|
-46,404
|
-7%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$16M
|
+$341K
|
+12,560
|
+2%
|
|
|
11
|
Cabot Wealth Management
Salem,
Massachusetts
|
$15.5M
|
-$58.1K
|
-2,144
|
-0.4%
|
|
|
12
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$12.4M
|
-$111K
|
-4,097
|
-0.9%
|
|
|
13
|
Ackerman Capital Advisors
Dallas,
Texas
|
$11.8M
|
+$11.6M
|
+427,802
|
New
|
|
|
14
|
Arlington Financial Advisors
Santa Barbara,
California
|
$10.4M
|
+$351K
|
+12,929
|
+4%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$9.74M
|
+$194K
|
+7,144
|
+2%
|
|
|
16
|
|
$8.88M
|
-$252K
|
-9,288
|
-3%
|
|
|
17
|
Tarbox Family Office
Newport Beach,
California
|
$8.71M
|
+$813K
|
+29,980
|
+10%
|
|
|
18
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$8.21M
|
-$120K
|
-4,419
|
-1%
|
|
|
19
|
Mariner
Overland Park,
Kansas
|
$8.11M
|
+$141K
|
+5,198
|
+2%
|
|
|
20
|
|
$7.29M
|
+$7.17M
|
+264,416
|
New
|
|
|
21
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$7.05M
|
-$248K
|
-9,153
|
-3%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.02M
|
-$12.3K
|
-455
|
-0.2%
|
|
|
23
|
Geneos Wealth Management
Englewood,
Colorado
|
$6.93M
|
+$1.14M
|
+41,885
|
+20%
|
|
|
24
|
PrairieView Partners
St. Paul,
Minnesota
|
$6.72M
|
+$1.62M
|
+59,803
|
+33%
|
|
|
25
|
FAS Wealth Partners
Leawood,
Kansas
|
$6.41M
|
-$126K
|
-4,630
|
-2%
|
|
