|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$2.87B
|
-$261M
|
-21,185,817
|
-8%
|
|
|
2
|
Oxford Financial Group
Carmel,
Indiana
|
$42.8M
|
+$4.37M
|
+354,579
|
+10%
|
|
|
3
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$29.5M
|
+$2.77M
|
+224,811
|
+9%
|
|
|
4
|
Glassman Wealth Services
Vienna,
Virginia
|
$29M
|
+$19.7M
|
+1,595,502
|
+166%
|
|
|
5
|
Tiedemann Advisors
New York
|
$28.1M
|
+$2.66M
|
+216,069
|
+10%
|
|
|
6
|
Alterna Wealth Management
Houston,
Texas
|
$27.8M
|
+$30.4M
|
+2,466,774
|
New
|
|
|
7
|
Cobblestone Capital Advisors
Rochester,
New York
|
$26.4M
|
+$333K
|
+27,000
|
+1%
|
|
|
8
|
United Services Automobile Association
San Antonio,
Texas
|
$19.9M
|
-$925K
|
-75,000
|
-4%
|
|
|
9
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$14.6M
|
+$15M
|
+1,216,923
|
+1,785%
|
|
|
10
|
Arlington Financial Advisors
Santa Barbara,
California
|
$13.9M
|
-$2.28M
|
-184,665
|
-13%
|
|
|
11
|
Droms Strauss Advisors
St. Louis,
Missouri
|
$12.6M
|
+$13.7M
|
+1,111,134
|
New
|
|
|
12
|
Zeke Capital Advisors
Berwyn,
Pennsylvania
|
$12.5M
|
+$36.3M
|
+2,942,577
|
+283%
|
|
|
13
|
TD Ameritrade Trust
Denver,
Colorado
|
$10.9M
|
-$95K
|
-7,707
|
-0.8%
|
|
|
14
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$10.5M
|
-$1.65M
|
-133,947
|
-13%
|
|
|
15
|
Madison Investment Holdings
Madison,
Wisconsin
|
$8.56M
|
+$3.44M
|
+278,907
|
+58%
|
|
|
16
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$8.2M
|
-$623K
|
-50,511
|
-7%
|
|
|
17
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$8.13M
|
-$1.1M
|
-89,031
|
-11%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$8.11M
|
+$528K
|
+42,846
|
+6%
|
|
|
19
|
United Capital Financial Advisors
Irving,
Texas
|
$7.94M
|
-$364K
|
-29,490
|
-4%
|
|
|
20
|
Paragon Wealth Strategies
Jacksonville,
Florida
|
$7.72M
|
+$151K
|
+12,210
|
+2%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$6.28M
|
+$109K
|
+8,832
|
+2%
|
|
|
22
|
Cabot Wealth Management
Salem,
Massachusetts
|
$6.1M
|
-$140K
|
-11,349
|
-2%
|
|
|
23
|
Gratus Capital
Atlanta,
Georgia
|
$5.77M
|
+$674K
|
+54,630
|
+12%
|
|
|
24
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$5.38M
|
+$1.68M
|
+136,221
|
+40%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$5.09M
|
+$207K
|
+16,779
|
+4%
|
|
