|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$73.9M
|
+$2.3M
|
+173,964
|
+3%
|
|
|
2
|
Spectrum Management Group
Indianapolis,
Indiana
|
$37.3M
|
+$399K
|
+30,184
|
+1%
|
|
|
3
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$30.5M
|
-$1.84M
|
-139,044
|
-6%
|
|
|
4
|
Kays Financial Advisory
Atlanta,
Georgia
|
$22.9M
|
-$1.68M
|
-127,224
|
-7%
|
|
|
5
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$20.3M
|
+$585K
|
+44,280
|
+3%
|
|
|
6
|
Financial Management Professionals
Austin,
Texas
|
$19.3M
|
-$344K
|
-25,984
|
-2%
|
|
|
7
|
Charles Schwab
San Francisco,
California
|
$12.6M
|
+$1.66M
|
+125,540
|
+15%
|
|
|
8
|
Meridian Management
Little Rock,
Arkansas
|
$9.48M
|
+$69.5K
|
+5,260
|
+0.7%
|
|
|
9
|
SVA Wealth Management
Madison,
Wisconsin
|
$6.94M
|
+$3.72M
|
+281,444
|
+119%
|
|
|
10
|
ProVise Management Group
Clearwater,
Florida
|
$6.82M
|
+$147K
|
+11,128
|
+2%
|
|
|
11
|
Tuttle Capital Management
Riverside,
Connecticut
|
$6.26M
|
+$6.18M
|
+467,212
|
New
|
|
|
12
|
|
$6.07M
|
+$3.84M
|
+290,692
|
+179%
|
|
|
13
|
Avior Wealth Management
Omaha,
Nebraska
|
$5.42M
|
+$131K
|
+9,944
|
+3%
|
|
|
14
|
Wisconsin Capital Management
Madison,
Wisconsin
|
$5.06M
|
+$864K
|
+65,360
|
+21%
|
|
|
15
|
Apriem Advisors
Irvine,
California
|
$4.69M
|
+$388K
|
+29,372
|
+9%
|
|
|
16
|
|
$4.67M
|
+$3.43M
|
+259,200
|
+289%
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.66M
|
-$4.96M
|
-375,468
|
-52%
|
|
|
18
|
Bouchey Financial Group
Troy,
New York
|
$4.45M
|
-$24.4K
|
-1,844
|
-0.6%
|
|
|
19
|
Gemmer Asset Management
Walnut Creek,
California
|
$4.27M
|
+$4.21M
|
+318,324
|
New
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.22M
|
+$405K
|
+30,648
|
+11%
|
|
|
21
|
Madden Advisory Services
Jacksonville,
Florida
|
$4.21M
|
+$1.16M
|
+87,364
|
+39%
|
|
|
22
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$3.94M
|
-$188K
|
-14,228
|
-5%
|
|
|
23
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$3.84M
|
+$415K
|
+31,412
|
+12%
|
|
|
24
|
Vigilant Capital Management
Portland,
Maine
|
$3.82M
|
+$3.67M
|
+277,360
|
+3,583%
|
|
|
25
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$3.82M
|
+$270K
|
+20,424
|
+8%
|
|
