|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$2.94B
|
+$293M
|
+23,254,302
|
+11%
|
|
|
2
|
Oxford Financial Group
Carmel,
Indiana
|
$38.2M
|
+$3.06M
|
+243,321
|
+8%
|
|
|
3
|
Tiedemann Advisors
New York
|
$29.7M
|
+$3.15M
|
+250,533
|
+11%
|
|
|
4
|
Cobblestone Capital Advisors
Rochester,
New York
|
$27.3M
|
+$1.3M
|
+102,954
|
+5%
|
|
|
5
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$24.4M
|
+$5.5M
|
+437,217
|
+28%
|
|
|
6
|
Zeke Capital Advisors
Berwyn,
Pennsylvania
|
$24.1M
|
-$1.03M
|
-81,645
|
-4%
|
|
|
7
|
United Services Automobile Association
San Antonio,
Texas
|
$22.7M
|
–
|
–
|
–
|
|
|
8
|
Arlington Financial Advisors
Santa Barbara,
California
|
$16.1M
|
-$13.7M
|
-1,089,012
|
-45%
|
|
|
9
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$12.8M
|
+$1.13M
|
+90,009
|
+9%
|
|
|
10
|
Ackerman Capital Advisors
Dallas,
Texas
|
$12.1M
|
-$237K
|
-18,813
|
-2%
|
|
|
11
|
TD Ameritrade Trust
Denver,
Colorado
|
$11.6M
|
+$375K
|
+29,775
|
+3%
|
|
|
12
|
United Capital Financial Advisors
Irving,
Texas
|
$9.37M
|
-$3.31M
|
-262,737
|
-25%
|
|
|
13
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$8.86M
|
+$820K
|
+65,148
|
+10%
|
|
|
14
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$8.65M
|
+$212K
|
+16,812
|
+2%
|
|
|
15
|
|
$8.5M
|
+$5.1M
|
+404,919
|
+137%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$8M
|
-$303K
|
-24,048
|
-4%
|
|
|
17
|
Paragon Wealth Strategies
Jacksonville,
Florida
|
$6.96M
|
-$2.1M
|
-166,563
|
-22%
|
|
|
18
|
Cabot Wealth Management
Salem,
Massachusetts
|
$6.43M
|
+$701K
|
+55,701
|
+12%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$6.38M
|
-$362K
|
-28,803
|
-5%
|
|
|
20
|
Madison Investment Holdings
Madison,
Wisconsin
|
$5.3M
|
-$46.3K
|
-3,681
|
-0.8%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$4.81M
|
+$176K
|
+14,019
|
+4%
|
|
|
22
|
Opes Advisors
Cupertino,
California
|
$4.77M
|
-$615K
|
-48,879
|
-11%
|
|
|
23
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$4.58M
|
-$180K
|
-14,295
|
-4%
|
|
|
24
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$3.89M
|
-$40.2K
|
-3,195
|
-1%
|
|
|
25
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$3.27M
|
-$75.6K
|
-6,009
|
-2%
|
|
