|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$3.26B
|
+$242M
|
+19,479,918
|
+8%
|
|
|
2
|
Oxford Financial Group
Carmel,
Indiana
|
$40.4M
|
+$1.15M
|
+92,523
|
+3%
|
|
|
3
|
Cobblestone Capital Advisors
Rochester,
New York
|
$28.4M
|
+$371K
|
+29,793
|
+1%
|
|
|
4
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$27.8M
|
+$2.75M
|
+221,052
|
+11%
|
|
|
5
|
Tiedemann Advisors
New York
|
$27.1M
|
-$3.43M
|
-275,883
|
-11%
|
|
|
6
|
United Services Automobile Association
San Antonio,
Texas
|
$23.4M
|
+$149
|
+12
|
+0%
|
|
|
7
|
Arlington Financial Advisors
Santa Barbara,
California
|
$17.8M
|
+$805K
|
+64,671
|
+5%
|
|
|
8
|
Zeke Capital Advisors
Berwyn,
Pennsylvania
|
$17M
|
-$7.73M
|
-621,183
|
-31%
|
|
|
9
|
TD Ameritrade Trust
Denver,
Colorado
|
$12.2M
|
+$201K
|
+16,158
|
+2%
|
|
|
10
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$10.1M
|
+$1.18M
|
+94,962
|
+13%
|
|
|
11
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$9.62M
|
+$522K
|
+41,952
|
+6%
|
|
|
12
|
United Capital Financial Advisors
Irving,
Texas
|
$8.82M
|
-$800K
|
-64,278
|
-8%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$8.34M
|
+$119K
|
+9,552
|
+1%
|
|
|
14
|
Paragon Wealth Strategies
Jacksonville,
Florida
|
$7.83M
|
+$678K
|
+54,492
|
+9%
|
|
|
15
|
Cabot Wealth Management
Salem,
Massachusetts
|
$6.9M
|
+$292K
|
+23,469
|
+4%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$6.65M
|
+$92.9K
|
+7,464
|
+1%
|
|
|
17
|
|
$6.04M
|
-$2.69M
|
-216,471
|
-31%
|
|
|
18
|
Madison Investment Holdings
Madison,
Wisconsin
|
$5.88M
|
+$436K
|
+35,022
|
+8%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$5.3M
|
+$357K
|
+28,719
|
+7%
|
|
|
20
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$5.04M
|
+$326K
|
+26,229
|
+7%
|
|
|
21
|
Opes Advisors
Cupertino,
California
|
$4.33M
|
-$571K
|
-45,900
|
-12%
|
|
|
22
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$3.89M
|
–
|
–
|
–
|
|
|
23
|
Mosaic Financial Partners
San Francisco,
California
|
$3.73M
|
+$878K
|
+70,575
|
+31%
|
|
|
24
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$3.61M
|
+$252K
|
+20,259
|
+8%
|
|
|
25
|
Financial Consulate
Hunt Valley,
Maryland
|
$3.44M
|
+$252K
|
+20,223
|
+8%
|
|
