|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$303M
|
+$18.6M
|
+660,866
|
+7%
|
|
|
2
|
|
$38.2M
|
+$5.25M
|
+186,212
|
+17%
|
|
|
3
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$8.84M
|
-$132K
|
-4,689
|
-2%
|
|
|
4
|
Opes Wealth Management
Menlo Park,
California
|
$6.73M
|
-$459K
|
-16,255
|
-7%
|
|
|
5
|
HighTower Advisors
Chicago,
Illinois
|
$5.74M
|
+$3.39M
|
+120,269
|
+163%
|
|
|
6
|
Flow Traders U.S.
New York
|
$5.02M
|
+$4.4M
|
+155,941
|
+1,147%
|
|
|
7
|
Merriman Wealth Management
Seattle,
Washington
|
$4.48M
|
+$4.26M
|
+151,115
|
New
|
|
|
8
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$4.16M
|
+$336K
|
+11,900
|
+9%
|
|
|
9
|
Bank of the West
Monterey Park,
California
|
$3.4M
|
+$1.12M
|
+39,639
|
+53%
|
|
|
10
|
Droms Strauss Advisors
St. Louis,
Missouri
|
$3.22M
|
+$29.2K
|
+1,035
|
+1%
|
|
|
11
|
Wade Financial Advisory
Campbell,
California
|
$2.82M
|
+$1.12M
|
+39,708
|
+72%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$2.79M
|
-$140K
|
-4,952
|
-5%
|
|
|
13
|
|
$2.4M
|
+$603K
|
+21,359
|
+36%
|
|
|
14
|
Richard P. Slaughter Associates
Austin,
Texas
|
$2.4M
|
-$437K
|
-15,476
|
-16%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.34M
|
-$123K
|
-4,372
|
-5%
|
|
|
16
|
KWB Wealth
Redlands,
California
|
$1.99M
|
-$126K
|
-4,457
|
-6%
|
|
|
17
|
Old Mission Capital
Chicago,
Illinois
|
$1.96M
|
-$600K
|
-21,267
|
-24%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$1.9M
|
-$50.1K
|
-1,777
|
-3%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.78M
|
+$705K
|
+24,998
|
+71%
|
|
|
20
|
Alhambra Investment Management
Palmetto Bay,
Florida
|
$1.7M
|
+$104K
|
+3,702
|
+7%
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
$1.51M
|
+$403K
|
+14,273
|
+39%
|
|
|
22
|
WealthSource Partners
San Luis Obispo,
California
|
$1.13M
|
+$27.3K
|
+966
|
+3%
|
|
|
23
|
Studio Investment Management
Chicago,
Illinois
|
$1.11M
|
+$45.3K
|
+1,607
|
+4%
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.04M
|
+$987K
|
+34,972
|
New
|
|
|
25
|
Charles Schwab Trust
Henderson,
Nevada
|
$978K
|
+$347K
|
+12,310
|
+59%
|
|
