|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$3.75B
|
+$248M
|
+19,332,432
|
+7%
|
|
|
2
|
Oxford Financial Group
Carmel,
Indiana
|
$44.5M
|
-$683K
|
-53,295
|
-2%
|
|
|
3
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$38.5M
|
+$2.5M
|
+195,504
|
+7%
|
|
|
4
|
Glassman Wealth Services
Vienna,
Virginia
|
$38.4M
|
+$2.02M
|
+157,305
|
+6%
|
|
|
5
|
Tiedemann Advisors
New York
|
$33.3M
|
+$460K
|
+35,937
|
+1%
|
|
|
6
|
Cobblestone Capital Advisors
Rochester,
New York
|
$33M
|
+$641K
|
+50,013
|
+2%
|
|
|
7
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$25.9M
|
+$6.88M
|
+536,913
|
+37%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$24.8M
|
+$3.77M
|
+294,384
|
+18%
|
|
|
9
|
United Services Automobile Association
San Antonio,
Texas
|
$22.9M
|
-$653
|
-51
|
-0%
|
|
|
10
|
Arlington Financial Advisors
Santa Barbara,
California
|
$20.5M
|
+$136K
|
+10,653
|
+0.7%
|
|
|
11
|
Droms Strauss Advisors
St. Louis,
Missouri
|
$17.4M
|
+$344K
|
+26,880
|
+2%
|
|
|
12
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$13.2M
|
-$30.4K
|
-2,376
|
-0.2%
|
|
|
13
|
Paragon Wealth Strategies
Jacksonville,
Florida
|
$11.4M
|
+$59.5K
|
+4,641
|
+0.5%
|
|
|
14
|
Callan Capital
La Jolla,
California
|
$10.9M
|
+$496K
|
+38,706
|
+5%
|
|
|
15
|
|
$10.9M
|
-$457K
|
-35,691
|
-4%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$8.76M
|
+$272K
|
+21,246
|
+3%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$8.73M
|
+$2.13M
|
+166,284
|
+33%
|
|
|
18
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$8.49M
|
-$520K
|
-40,611
|
-6%
|
|
|
19
|
Madison Investment Holdings
Madison,
Wisconsin
|
$8.38M
|
-$6.79M
|
-529,620
|
-45%
|
|
|
20
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$8.15M
|
-$390K
|
-30,402
|
-5%
|
|
|
21
|
Gratus Capital
Atlanta,
Georgia
|
$7.18M
|
+$436K
|
+34,062
|
+7%
|
|
|
22
|
Cabot Wealth Management
Salem,
Massachusetts
|
$6.96M
|
-$186K
|
-14,484
|
-3%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$6.37M
|
-$290K
|
-22,632
|
-4%
|
|
|
24
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$5.5M
|
-$1.3M
|
-101,151
|
-20%
|
|
|
25
|
Reston Wealth Management
Reston,
Virginia
|
$5.31M
|
+$112K
|
+8,769
|
+2%
|
|
