|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.55B
|
+$323M
|
+28,963,254
|
+27%
|
|
|
2
|
Zeke Capital Advisors
Berwyn,
Pennsylvania
|
$27.9M
|
-$6.76M
|
-606,096
|
-20%
|
|
|
3
|
Oxford Financial Group
Carmel,
Indiana
|
$26.2M
|
+$3.21M
|
+287,559
|
+14%
|
|
|
4
|
United Services Automobile Association
San Antonio,
Texas
|
$21.2M
|
–
|
–
|
–
|
|
|
5
|
Cobblestone Capital Advisors
Rochester,
New York
|
$20.8M
|
-$1.83M
|
-164,283
|
-8%
|
|
|
6
|
|
$14.6M
|
+$13.6M
|
+1,219,230
|
+1,663%
|
|
|
7
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$14.5M
|
+$137K
|
+12,249
|
+1%
|
|
|
8
|
United Capital Financial Advisors
Irving,
Texas
|
$12.2M
|
+$223K
|
+20,028
|
+2%
|
|
|
9
|
Paragon Wealth Strategies
Jacksonville,
Florida
|
$9.95M
|
+$132K
|
+11,871
|
+1%
|
|
|
10
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$9.91M
|
+$820K
|
+73,569
|
+9%
|
|
|
11
|
TD Ameritrade Trust
Denver,
Colorado
|
$9.77M
|
+$2.89M
|
+259,377
|
+43%
|
|
|
12
|
AssetMark Inc
Concord,
California
|
$7.91M
|
+$1.42M
|
+127,344
|
+22%
|
|
|
13
|
Opes Advisors
Cupertino,
California
|
$6.07M
|
-$654K
|
-58,680
|
-10%
|
|
|
14
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$5.94M
|
+$1.4M
|
+125,172
|
+31%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.75M
|
-$919K
|
-82,479
|
-14%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$5.71M
|
+$115K
|
+10,353
|
+2%
|
|
|
17
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$5.45M
|
+$391K
|
+35,082
|
+8%
|
|
|
18
|
Gemmer Asset Management
Walnut Creek,
California
|
$5.23M
|
+$335K
|
+30,033
|
+7%
|
|
|
19
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$4.92M
|
+$337K
|
+30,243
|
+7%
|
|
|
20
|
Cabot Wealth Management
Salem,
Massachusetts
|
$3.56M
|
+$490K
|
+43,926
|
+16%
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.32M
|
+$3.28M
|
+294,573
|
New
|
|
|
22
|
Madison Investment Holdings
Madison,
Wisconsin
|
$2.77M
|
+$286K
|
+25,668
|
+12%
|
|
|
23
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$2.72M
|
+$473K
|
+42,432
|
+21%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$2.69M
|
+$690K
|
+61,908
|
+35%
|
|
|
25
|
Financial Consulate
Hunt Valley,
Maryland
|
$1.86M
|
+$219K
|
+19,653
|
+13%
|
|
