|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$3.97B
|
+$168M
|
+12,860,529
|
+4%
|
|
|
2
|
Oxford Financial Group
Carmel,
Indiana
|
$43.8M
|
-$1.22M
|
-93,282
|
-3%
|
|
|
3
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$42.7M
|
+$3.78M
|
+290,163
|
+10%
|
|
|
4
|
Glassman Wealth Services
Vienna,
Virginia
|
$38.1M
|
-$765K
|
-58,704
|
-2%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$33.2M
|
+$8.1M
|
+621,366
|
+33%
|
|
|
6
|
Tiedemann Advisors
New York
|
$31.9M
|
-$1.59M
|
-121,875
|
-5%
|
|
|
7
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$28.4M
|
+$2.2M
|
+168,630
|
+8%
|
|
|
8
|
Cobblestone Capital Advisors
Rochester,
New York
|
$24.4M
|
-$8.86M
|
-679,506
|
-27%
|
|
|
9
|
Victory Capital Management
San Antonio,
Texas
|
$22.4M
|
+$22.2M
|
+1,702,497
|
New
|
|
|
10
|
Arlington Financial Advisors
Santa Barbara,
California
|
$21.1M
|
+$431K
|
+33,051
|
+2%
|
|
|
11
|
Madison Investment Holdings
Madison,
Wisconsin
|
$20.9M
|
+$12.2M
|
+939,441
|
+146%
|
|
|
12
|
Droms Strauss Advisors
St. Louis,
Missouri
|
$18.1M
|
+$474K
|
+36,327
|
+3%
|
|
|
13
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$13.4M
|
+$65K
|
+4,983
|
+0.5%
|
|
|
14
|
Ackerman Capital Advisors
Dallas,
Texas
|
$11.5M
|
-$11.9K
|
-912
|
-0.1%
|
|
|
15
|
Paragon Wealth Strategies
Jacksonville,
Florida
|
$11.5M
|
-$66.4K
|
-5,091
|
-0.6%
|
|
|
16
|
|
$11.1M
|
+$95K
|
+7,287
|
+0.9%
|
|
|
17
|
Callan Capital
La Jolla,
California
|
$11M
|
-$70K
|
-5,370
|
-0.6%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$10.1M
|
+$1.21M
|
+92,904
|
+14%
|
|
|
19
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$8.77M
|
+$182K
|
+13,941
|
+2%
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$8.24M
|
-$583K
|
-44,721
|
-7%
|
|
|
21
|
Gratus Capital
Atlanta,
Georgia
|
$7.25M
|
-$12.9K
|
-993
|
-0.2%
|
|
|
22
|
Cabot Wealth Management
Salem,
Massachusetts
|
$6.98M
|
-$53.5K
|
-4,107
|
-0.8%
|
|
|
23
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$6.98M
|
-$1.24M
|
-95,418
|
-15%
|
|
|
24
|
Charles Schwab Trust
Henderson,
Nevada
|
$6.7M
|
+$6.73M
|
+515,907
|
New
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$6.53M
|
+$85.3K
|
+6,546
|
+1%
|
|
