|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$936M
|
+$163M
|
+15,752,022
|
+21%
|
|
|
2
|
Zeke Capital Advisors
Berwyn,
Pennsylvania
|
$31.2M
|
+$7.06M
|
+682,653
|
+29%
|
|
|
3
|
Cobblestone Capital Advisors
Rochester,
New York
|
$20.2M
|
-$843K
|
-81,501
|
-4%
|
|
|
4
|
United Services Automobile Association
San Antonio,
Texas
|
$19.5M
|
+$4.62M
|
+447,000
|
+31%
|
|
|
5
|
TD Ameritrade Trust
Denver,
Colorado
|
$16.6M
|
+$2.52M
|
+243,363
|
+18%
|
|
|
6
|
United Capital Financial Advisors
Irving,
Texas
|
$10.9M
|
+$183K
|
+17,688
|
+2%
|
|
|
7
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$7.69M
|
+$883K
|
+85,416
|
+13%
|
|
|
8
|
AssetMark Inc
Concord,
California
|
$5.56M
|
+$5.54M
|
+535,866
|
New
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$5.11M
|
+$154K
|
+14,868
|
+3%
|
|
|
10
|
|
$4.88M
|
+$102K
|
+9,861
|
+2%
|
|
|
11
|
Gemmer Asset Management
Walnut Creek,
California
|
$4.71M
|
-$98.2K
|
-9,498
|
-2%
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.65M
|
+$1.07M
|
+103,527
|
+30%
|
|
|
13
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$4.39M
|
+$1.17M
|
+113,523
|
+36%
|
|
|
14
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$3.69M
|
-$48.7K
|
-4,710
|
-1%
|
|
|
15
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$3.6M
|
+$1.03M
|
+99,894
|
+40%
|
|
|
16
|
Cabot Wealth Management
Salem,
Massachusetts
|
$2.4M
|
-$3.04M
|
-294,270
|
-56%
|
|
|
17
|
West Coast Financial
Santa Barbara,
California
|
$1.92M
|
-$1.42M
|
-137,298
|
-43%
|
|
|
18
|
Madison Investment Holdings
Madison,
Wisconsin
|
$1.82M
|
-$18.7K
|
-1,812
|
-1%
|
|
|
19
|
InterOcean Capital
Chicago,
Illinois
|
$1.8M
|
–
|
–
|
–
|
|
|
20
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$1.55M
|
-$28.1K
|
-2,718
|
-2%
|
|
|
21
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1.42M
|
-$577K
|
-55,797
|
-29%
|
|
|
22
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$1.31M
|
+$31.3K
|
+3,024
|
+2%
|
|
|
23
|
Financial Consulate
Hunt Valley,
Maryland
|
$1.09M
|
+$28.6K
|
+2,769
|
+3%
|
|
|
24
|
White Pine Investment Company
Livonia,
Michigan
|
$1.05M
|
+$80.8K
|
+7,812
|
+8%
|
|
|
25
|
Steinberg Global Asset Management
Boca Raton,
Florida
|
$1.02M
|
-$66.1K
|
-6,390
|
-6%
|
|
