|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.88B
|
+$332M
|
+29,479,107
|
+21%
|
|
|
2
|
Oxford Financial Group
Carmel,
Indiana
|
$30.5M
|
+$4.33M
|
+385,023
|
+17%
|
|
|
3
|
Zeke Capital Advisors
Berwyn,
Pennsylvania
|
$27.8M
|
-$74.4K
|
-6,612
|
-0.3%
|
|
|
4
|
Cobblestone Capital Advisors
Rochester,
New York
|
$22.9M
|
+$2.1M
|
+186,675
|
+10%
|
|
|
5
|
United Services Automobile Association
San Antonio,
Texas
|
$21.2M
|
–
|
–
|
–
|
|
|
6
|
Tiedemann Advisors
New York
|
$18.2M
|
+$18.1M
|
+1,613,448
|
New
|
|
|
7
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$16M
|
+$1.42M
|
+126,171
|
+10%
|
|
|
8
|
United Capital Financial Advisors
Irving,
Texas
|
$12.4M
|
+$184K
|
+16,389
|
+2%
|
|
|
9
|
Ackerman Capital Advisors
Dallas,
Texas
|
$11.9M
|
+$11.8M
|
+1,051,698
|
New
|
|
|
10
|
TD Ameritrade Trust
Denver,
Colorado
|
$11.1M
|
+$2.67M
|
+237,843
|
+27%
|
|
|
11
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$10.3M
|
+$412K
|
+36,612
|
+4%
|
|
|
12
|
AssetMark Inc
Concord,
California
|
$9.85M
|
+$1.93M
|
+171,675
|
+24%
|
|
|
13
|
Paragon Wealth Strategies
Jacksonville,
Florida
|
$7.87M
|
-$2.08M
|
-184,884
|
-21%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.69M
|
+$935K
|
+83,175
|
+16%
|
|
|
15
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$6.64M
|
+$690K
|
+61,353
|
+12%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$6.24M
|
+$529K
|
+47,013
|
+9%
|
|
|
17
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$6.06M
|
+$599K
|
+53,268
|
+11%
|
|
|
18
|
Opes Advisors
Cupertino,
California
|
$5.93M
|
-$247K
|
-21,951
|
-4%
|
|
|
19
|
Gemmer Asset Management
Walnut Creek,
California
|
$5.3M
|
+$58.4K
|
+5,196
|
+1%
|
|
|
20
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$4.67M
|
-$248K
|
-22,041
|
-5%
|
|
|
21
|
Cabot Wealth Management
Salem,
Massachusetts
|
$4.2M
|
+$638K
|
+56,691
|
+18%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$3.5M
|
+$811K
|
+72,120
|
+30%
|
|
|
23
|
Madison Investment Holdings
Madison,
Wisconsin
|
$3.37M
|
+$591K
|
+52,542
|
+21%
|
|
|
24
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$2.97M
|
+$247K
|
+21,930
|
+9%
|
|
|
25
|
Financial Consulate
Hunt Valley,
Maryland
|
$2.13M
|
+$268K
|
+23,865
|
+14%
|
|
