|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$70.1M
|
-$60.9K
|
-4,844
|
-0.1%
|
|
|
2
|
Spectrum Management Group
Indianapolis,
Indiana
|
$35.5M
|
+$33.9M
|
+2,701,760
|
New
|
|
|
3
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$31.7M
|
-$889K
|
-70,724
|
-3%
|
|
|
4
|
Kays Financial Advisory
Atlanta,
Georgia
|
$24.1M
|
+$23M
|
+1,833,492
|
New
|
|
|
5
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$19.3M
|
+$2.15M
|
+170,972
|
+13%
|
|
|
6
|
Financial Management Professionals
Austin,
Texas
|
$19.3M
|
-$431K
|
-34,268
|
-2%
|
|
|
7
|
Pension Partners
New York
|
$12.4M
|
+$11.9M
|
+944,792
|
New
|
|
|
8
|
Charles Schwab
San Francisco,
California
|
$10.7M
|
+$2.25M
|
+178,860
|
+28%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$9.49M
|
+$7.01M
|
+557,924
|
+338%
|
|
|
10
|
Meridian Management
Little Rock,
Arkansas
|
$9.22M
|
-$170K
|
-13,556
|
-2%
|
|
|
11
|
ProVise Management Group
Clearwater,
Florida
|
$6.53M
|
-$1.38M
|
-109,892
|
-18%
|
|
|
12
|
|
$5.25M
|
-$854
|
-68
|
-0%
|
|
|
13
|
Avior Wealth Management
Omaha,
Nebraska
|
$5.17M
|
+$4.95M
|
+394,292
|
New
|
|
|
14
|
Bouchey Financial Group
Troy,
New York
|
$4.46M
|
+$4.19M
|
+333,836
|
New
|
|
|
15
|
Apriem Advisors
Irvine,
California
|
$4.21M
|
+$170K
|
+13,568
|
+4%
|
|
|
16
|
Wisconsin Capital Management
Madison,
Wisconsin
|
$4.1M
|
-$732K
|
-58,220
|
-16%
|
|
|
17
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$4.04M
|
-$47.2K
|
-3,760
|
-1%
|
|
|
18
|
Piershale Financial Group
Barrington,
Illinois
|
$3.76M
|
-$1.08M
|
-85,584
|
-23%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.73M
|
-$2.85M
|
-227,020
|
-44%
|
|
|
20
|
United Capital Financial Advisors
Irving,
Texas
|
$3.71M
|
+$1.17M
|
+92,948
|
+49%
|
|
|
21
|
BlackRock Institutional Trust
San Francisco,
California
|
$3.52M
|
+$2.27M
|
+180,400
|
+205%
|
|
|
22
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$3.47M
|
+$347K
|
+27,640
|
+12%
|
|
|
23
|
Advisors Preferred
Rockville,
Maryland
|
$3.41M
|
+$3.27M
|
+259,852
|
New
|
|
|
24
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$3.35M
|
+$85.7K
|
+6,824
|
+3%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.26M
|
+$605K
|
+48,164
|
+24%
|
|
