|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$3.64B
|
+$419M
|
+32,178,789
|
+10%
|
|
|
2
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$38.8M
|
+$4.24M
|
+325,200
|
+10%
|
|
|
3
|
Glassman Wealth Services
Vienna,
Virginia
|
$35.4M
|
+$6.08M
|
+466,998
|
+16%
|
|
|
4
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$28.8M
|
+$2.16M
|
+165,477
|
+6%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$28.7M
|
-$4.76M
|
-365,367
|
-14%
|
|
|
6
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$26.3M
|
+$16.5M
|
+1,264,101
|
+101%
|
|
|
7
|
Cobblestone Capital Advisors
Rochester,
New York
|
$25.8M
|
+$7.29M
|
+559,881
|
+29%
|
|
|
8
|
Oxford Financial Group
Carmel,
Indiana
|
$22M
|
-$2.71M
|
-208,128
|
-9%
|
|
|
9
|
Victory Capital Management
San Antonio,
Texas
|
$20.4M
|
+$3.25M
|
+249,459
|
+15%
|
|
|
10
|
Tiedemann Advisors
New York
|
$19.2M
|
+$38K
|
+2,916
|
+0.2%
|
|
|
11
|
Arlington Financial Advisors
Santa Barbara,
California
|
$18.2M
|
+$1.57M
|
+120,525
|
+7%
|
|
|
12
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$14.4M
|
+$3.63M
|
+278,760
|
+25%
|
|
|
13
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$13.8M
|
-$441K
|
-33,846
|
-2%
|
|
|
14
|
Droms Strauss Advisors
St. Louis,
Missouri
|
$12.1M
|
-$3.2M
|
-245,553
|
-18%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$11.9M
|
+$6.98M
|
+535,476
|
+89%
|
|
|
16
|
|
$10.2M
|
+$1.74M
|
+133,296
|
+16%
|
|
|
17
|
Ackerman Capital Advisors
Dallas,
Texas
|
$9.18M
|
-$5.66M
|
-434,085
|
-33%
|
|
|
18
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$8.68M
|
+$2.65M
|
+203,373
|
+32%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$8.52M
|
-$751K
|
-57,618
|
-7%
|
|
|
20
|
|
$7.38M
|
+$1.89M
|
+145,290
|
+26%
|
|
|
21
|
Gratus Capital
Atlanta,
Georgia
|
$7.04M
|
+$2.06M
|
+158,034
|
+31%
|
|
|
22
|
Your Advocates Ltd
Houston,
Texas
|
$6.79M
|
+$3.96M
|
+303,612
|
+88%
|
|
|
23
|
Callan Capital
La Jolla,
California
|
$6.71M
|
-$4.1M
|
-314,907
|
-33%
|
|
|
24
|
Firestone Capital Management
Coral Gables,
Florida
|
$6.66M
|
-$24K
|
-1,842
|
-0.3%
|
|
|
25
|
Cabot Wealth Management
Salem,
Massachusetts
|
$5.99M
|
+$365K
|
+28,014
|
+5%
|
|
