|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$2.74B
|
+$313M
|
+25,966,320
|
+13%
|
|
|
2
|
Oxford Financial Group
Carmel,
Indiana
|
$36.3M
|
+$2.79M
|
+230,982
|
+9%
|
|
|
3
|
Arlington Financial Advisors
Santa Barbara,
California
|
$31.8M
|
+$29.1M
|
+2,407,839
|
New
|
|
|
4
|
Tiedemann Advisors
New York
|
$27.5M
|
+$22.2M
|
+1,841,283
|
+509%
|
|
|
5
|
Cobblestone Capital Advisors
Rochester,
New York
|
$26.8M
|
+$1.02M
|
+84,342
|
+4%
|
|
|
6
|
Zeke Capital Advisors
Berwyn,
Pennsylvania
|
$25.9M
|
-$4.76M
|
-394,071
|
-16%
|
|
|
7
|
United Services Automobile Association
San Antonio,
Texas
|
$23.4M
|
–
|
–
|
–
|
|
|
8
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$18.5M
|
–
|
–
|
–
|
|
|
9
|
United Capital Financial Advisors
Irving,
Texas
|
$12.9M
|
-$450K
|
-37,251
|
-3%
|
|
|
10
|
TD Ameritrade Trust
Denver,
Colorado
|
$12.1M
|
+$411K
|
+34,062
|
+4%
|
|
|
11
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$12M
|
+$299K
|
+24,792
|
+3%
|
|
|
12
|
Ackerman Capital Advisors
Dallas,
Texas
|
$11.6M
|
+$12M
|
+990,957
|
New
|
|
|
13
|
AssetMark Inc
Concord,
California
|
$10.5M
|
-$761K
|
-63,051
|
-7%
|
|
|
14
|
Paragon Wealth Strategies
Jacksonville,
Florida
|
$9.26M
|
+$184K
|
+15,210
|
+2%
|
|
|
15
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$8.71M
|
+$733K
|
+60,750
|
+10%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$8.54M
|
+$454K
|
+37,590
|
+6%
|
|
|
17
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$8.32M
|
+$276K
|
+22,851
|
+4%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$6.94M
|
-$186K
|
-15,408
|
-3%
|
|
|
19
|
Cabot Wealth Management
Salem,
Massachusetts
|
$5.93M
|
+$73.9K
|
+6,120
|
+1%
|
|
|
20
|
Opes Advisors
Cupertino,
California
|
$5.53M
|
-$526K
|
-43,575
|
-9%
|
|
|
21
|
Madison Investment Holdings
Madison,
Wisconsin
|
$5.51M
|
+$103K
|
+8,568
|
+2%
|
|
|
22
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$4.9M
|
-$38.2K
|
-3,165
|
-0.8%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$4.78M
|
+$617K
|
+51,129
|
+15%
|
|
|
24
|
Gemmer Asset Management
Walnut Creek,
California
|
$4.52M
|
+$92.9K
|
+7,698
|
+2%
|
|
|
25
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$4.05M
|
+$430K
|
+35,643
|
+12%
|
|
