|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$3.63B
|
+$169M
|
+12,979,965
|
+5%
|
|
|
2
|
Oxford Financial Group
Carmel,
Indiana
|
$45.3M
|
+$2.35M
|
+181,194
|
+6%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$33.6M
|
+$155K
|
+11,937
|
+2%
|
|
|
4
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$31.6M
|
+$1.87M
|
+144,153
|
+6%
|
|
|
5
|
Cobblestone Capital Advisors
Rochester,
New York
|
$30.4M
|
+$223K
|
+17,136
|
+0.8%
|
|
|
6
|
Tiedemann Advisors
New York
|
$30M
|
+$1.18M
|
+91,080
|
+4%
|
|
|
7
|
United Services Automobile Association
San Antonio,
Texas
|
$24.3M
|
-$568K
|
-43,722
|
-2%
|
|
|
8
|
Arlington Financial Advisors
Santa Barbara,
California
|
$18M
|
+$410K
|
+31,545
|
+2%
|
|
|
9
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$14.1M
|
+$13.8M
|
+1,064,160
|
New
|
|
|
10
|
Zeke Capital Advisors
Berwyn,
Pennsylvania
|
$13.8M
|
-$4.27M
|
-328,851
|
-24%
|
|
|
11
|
TD Ameritrade Trust
Denver,
Colorado
|
$12.8M
|
-$77.4K
|
-5,955
|
-0.6%
|
|
|
12
|
Glassman Wealth Services
Vienna,
Virginia
|
$12.7M
|
+$12.5M
|
+961,149
|
New
|
|
|
13
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$10.5M
|
+$252K
|
+19,416
|
+3%
|
|
|
14
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$10.2M
|
-$453K
|
-34,839
|
-4%
|
|
|
15
|
United Capital Financial Advisors
Irving,
Texas
|
$9.66M
|
+$276K
|
+21,258
|
+3%
|
|
|
16
|
Paragon Wealth Strategies
Jacksonville,
Florida
|
$8.93M
|
+$597K
|
+45,924
|
+7%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$8.9M
|
+$40.3K
|
+3,102
|
+0.5%
|
|
|
18
|
Cabot Wealth Management
Salem,
Massachusetts
|
$7.27M
|
-$57.5K
|
-4,422
|
-0.8%
|
|
|
19
|
Madison Investment Holdings
Madison,
Wisconsin
|
$6.31M
|
+$57.4K
|
+4,413
|
+0.9%
|
|
|
20
|
Gratus Capital
Atlanta,
Georgia
|
$5.96M
|
+$5.91M
|
+454,707
|
New
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$5.72M
|
+$89.9K
|
+6,921
|
+2%
|
|
|
22
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$5.27M
|
-$78.7K
|
-6,054
|
-1%
|
|
|
23
|
Opes Advisors
Cupertino,
California
|
$4.58M
|
-$18.6K
|
-1,431
|
-0.4%
|
|
|
24
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$4.47M
|
+$219K
|
+16,884
|
+5%
|
|
|
25
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$3.93M
|
+$91.8K
|
+7,062
|
+2%
|
|
