|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.18B
|
+$195M
|
+18,475,842
|
+20%
|
|
|
2
|
Zeke Capital Advisors
Berwyn,
Pennsylvania
|
$33.5M
|
+$274K
|
+26,052
|
+0.9%
|
|
|
3
|
Oxford Financial Group
Carmel,
Indiana
|
$22.1M
|
+$21.4M
|
+2,036,088
|
New
|
|
|
4
|
Cobblestone Capital Advisors
Rochester,
New York
|
$21.9M
|
+$634K
|
+60,243
|
+3%
|
|
|
5
|
United Services Automobile Association
San Antonio,
Texas
|
$20.4M
|
–
|
–
|
–
|
|
|
6
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$13.9M
|
+$13.5M
|
+1,277,823
|
New
|
|
|
7
|
United Capital Financial Advisors
Irving,
Texas
|
$11.6M
|
+$188K
|
+17,829
|
+2%
|
|
|
8
|
Paragon Wealth Strategies
Jacksonville,
Florida
|
$9.48M
|
+$9.18M
|
+871,389
|
New
|
|
|
9
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$8.77M
|
+$676K
|
+64,200
|
+9%
|
|
|
10
|
TD Ameritrade Trust
Denver,
Colorado
|
$6.62M
|
-$10.4M
|
-989,349
|
-62%
|
|
|
11
|
Opes Advisors
Cupertino,
California
|
$6.5M
|
+$6.29M
|
+597,666
|
New
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.45M
|
+$1.52M
|
+144,177
|
+32%
|
|
|
13
|
AssetMark Inc
Concord,
California
|
$6.25M
|
+$412K
|
+39,159
|
+7%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$5.37M
|
+$28.9K
|
+2,745
|
+0.6%
|
|
|
15
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$4.88M
|
+$205K
|
+19,455
|
+5%
|
|
|
16
|
Gemmer Asset Management
Walnut Creek,
California
|
$4.73M
|
-$206K
|
-19,527
|
-4%
|
|
|
17
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$4.42M
|
+$536K
|
+50,919
|
+14%
|
|
|
18
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$4.38M
|
+$582K
|
+55,293
|
+16%
|
|
|
19
|
Tiedemann Advisors
New York
|
$3.58M
|
+$3.47M
|
+329,502
|
New
|
|
|
20
|
Cabot Wealth Management
Salem,
Massachusetts
|
$2.96M
|
+$431K
|
+40,914
|
+18%
|
|
|
21
|
Madison Investment Holdings
Madison,
Wisconsin
|
$2.4M
|
+$474K
|
+45,027
|
+26%
|
|
|
22
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$2.17M
|
+$657K
|
+62,343
|
+46%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$1.92M
|
+$947K
|
+89,949
|
+104%
|
|
|
24
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$1.69M
|
+$66.6K
|
+6,324
|
+4%
|
|
|
25
|
InterOcean Capital
Chicago,
Illinois
|
$1.63M
|
-$256K
|
-24,300
|
-14%
|
|
