|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$2.26B
|
+$297M
|
+25,957,668
|
+16%
|
|
|
2
|
Oxford Financial Group
Carmel,
Indiana
|
$31.3M
|
-$381K
|
-33,300
|
-1%
|
|
|
3
|
Zeke Capital Advisors
Berwyn,
Pennsylvania
|
$28.9M
|
-$9.85K
|
-861
|
-0%
|
|
|
4
|
Cobblestone Capital Advisors
Rochester,
New York
|
$24.2M
|
+$380K
|
+33,264
|
+2%
|
|
|
5
|
United Services Automobile Association
San Antonio,
Texas
|
$22M
|
–
|
–
|
–
|
|
|
6
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$18.5M
|
+$1.82M
|
+159,243
|
+11%
|
|
|
7
|
United Capital Financial Advisors
Irving,
Texas
|
$12.6M
|
-$344K
|
-30,093
|
-3%
|
|
|
8
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$11M
|
+$270K
|
+23,595
|
+3%
|
|
|
9
|
TD Ameritrade Trust
Denver,
Colorado
|
$10.6M
|
-$2.39M
|
-209,037
|
-19%
|
|
|
10
|
AssetMark Inc
Concord,
California
|
$10.6M
|
+$376K
|
+32,865
|
+4%
|
|
|
11
|
Paragon Wealth Strategies
Jacksonville,
Florida
|
$8.51M
|
+$318K
|
+27,825
|
+4%
|
|
|
12
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$7.63M
|
+$620K
|
+54,204
|
+9%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$7.58M
|
+$610K
|
+53,328
|
+9%
|
|
|
14
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$7.46M
|
+$1.13M
|
+99,042
|
+18%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$6.69M
|
+$203K
|
+17,778
|
+3%
|
|
|
16
|
Opes Advisors
Cupertino,
California
|
$5.7M
|
-$355K
|
-31,005
|
-6%
|
|
|
17
|
Cabot Wealth Management
Salem,
Massachusetts
|
$5.49M
|
+$1.1M
|
+96,210
|
+26%
|
|
|
18
|
Madison Investment Holdings
Madison,
Wisconsin
|
$5.07M
|
+$1.53M
|
+133,548
|
+45%
|
|
|
19
|
|
$4.93M
|
+$3.97M
|
+347,283
|
+472%
|
|
|
20
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$4.64M
|
-$214K
|
-18,744
|
-5%
|
|
|
21
|
Gemmer Asset Management
Walnut Creek,
California
|
$4.15M
|
-$1.32M
|
-115,731
|
-25%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$3.89M
|
+$241K
|
+21,081
|
+7%
|
|
|
23
|
Tiedemann Advisors
New York
|
$3.75M
|
-$14.3M
|
-1,251,591
|
-78%
|
|
|
24
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$3.38M
|
+$289K
|
+25,278
|
+10%
|
|
|
25
|
Financial Consulate
Hunt Valley,
Maryland
|
$2.51M
|
+$286K
|
+24,999
|
+13%
|
|
