|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$3.4B
|
+$184M
|
+14,983,059
|
+6%
|
|
|
2
|
Oxford Financial Group
Carmel,
Indiana
|
$43.9M
|
-$3.81M
|
-309,843
|
-8%
|
|
|
3
|
Glassman Wealth Services
Vienna,
Virginia
|
$35.3M
|
+$2.86M
|
+233,013
|
+9%
|
|
|
4
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$34.9M
|
+$1.89M
|
+153,978
|
+6%
|
|
|
5
|
Tiedemann Advisors
New York
|
$31.7M
|
+$248K
|
+20,205
|
+0.8%
|
|
|
6
|
Cobblestone Capital Advisors
Rochester,
New York
|
$31.4M
|
+$1.93M
|
+157,167
|
+7%
|
|
|
7
|
United Services Automobile Association
San Antonio,
Texas
|
$22.3M
|
+$627
|
+51
|
+0%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$20.3M
|
+$12.9M
|
+1,050,726
|
+189%
|
|
|
9
|
Arlington Financial Advisors
Santa Barbara,
California
|
$19.7M
|
+$4.05M
|
+329,646
|
+27%
|
|
|
10
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$18.3M
|
+$2.02M
|
+164,430
|
+13%
|
|
|
11
|
Droms Strauss Advisors
St. Louis,
Missouri
|
$16.6M
|
+$2.44M
|
+198,900
|
+18%
|
|
|
12
|
Madison Investment Holdings
Madison,
Wisconsin
|
$14.8M
|
+$5.12M
|
+416,661
|
+55%
|
|
|
13
|
Zeke Capital Advisors
Berwyn,
Pennsylvania
|
$13.3M
|
-$36M
|
-2,933,019
|
-74%
|
|
|
14
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$12.9M
|
+$1.07M
|
+87,207
|
+9%
|
|
|
15
|
TD Ameritrade Trust
Denver,
Colorado
|
$12.2M
|
+$58.5K
|
+4,764
|
+0.5%
|
|
|
16
|
Paragon Wealth Strategies
Jacksonville,
Florida
|
$11M
|
+$2.26M
|
+183,936
|
+27%
|
|
|
17
|
|
$11M
|
+$9.41M
|
+766,107
|
+739%
|
|
|
18
|
Callan Capital
La Jolla,
California
|
$10.1M
|
+$9.82M
|
+799,254
|
New
|
|
|
19
|
United Capital Financial Advisors
Irving,
Texas
|
$9.44M
|
+$561K
|
+45,648
|
+7%
|
|
|
20
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$8.75M
|
-$393K
|
-31,977
|
-4%
|
|
|
21
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$8.29M
|
-$594K
|
-48,366
|
-7%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$8.23M
|
-$801K
|
-65,160
|
-9%
|
|
|
23
|
Cabot Wealth Management
Salem,
Massachusetts
|
$6.93M
|
+$122K
|
+9,912
|
+2%
|
|
|
24
|
Gratus Capital
Atlanta,
Georgia
|
$6.54M
|
+$89.8K
|
+7,311
|
+1%
|
|
|
25
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$6.52M
|
+$501K
|
+40,764
|
+9%
|
|
