|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$78.3M
|
+$2.6M
|
+196,856
|
+4%
|
|
|
2
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$27.5M
|
-$3.53M
|
-268,036
|
-12%
|
|
|
3
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$21.4M
|
+$586K
|
+44,404
|
+3%
|
|
|
4
|
Kays Financial Advisory
Atlanta,
Georgia
|
$16.7M
|
-$6.44M
|
-488,432
|
-29%
|
|
|
5
|
Charles Schwab
San Francisco,
California
|
$14.4M
|
+$1.51M
|
+114,224
|
+12%
|
|
|
6
|
Spectrum Management Group
Indianapolis,
Indiana
|
$13.7M
|
-$22.9M
|
-1,735,652
|
-64%
|
|
|
7
|
Meridian Management
Little Rock,
Arkansas
|
$7.17M
|
-$2.44M
|
-184,676
|
-26%
|
|
|
8
|
SVA Wealth Management
Madison,
Wisconsin
|
$7.02M
|
-$67.9K
|
-5,148
|
-1%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$6.87M
|
+$4.92M
|
+373,452
|
+290%
|
|
|
10
|
Bouchey Financial Group
Troy,
New York
|
$5.29M
|
+$716K
|
+54,276
|
+16%
|
|
|
11
|
Avior Wealth Management
Omaha,
Nebraska
|
$5.28M
|
-$248K
|
-18,784
|
-5%
|
|
|
12
|
Vigilant Capital Management
Portland,
Maine
|
$4.96M
|
+$1.01M
|
+76,560
|
+27%
|
|
|
13
|
Madden Advisory Services
Jacksonville,
Florida
|
$4.57M
|
+$252K
|
+19,096
|
+6%
|
|
|
14
|
Gemmer Asset Management
Walnut Creek,
California
|
$4.42M
|
+$50.7K
|
+3,844
|
+1%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$4.39M
|
+$1.11M
|
+84,316
|
+36%
|
|
|
16
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$4.29M
|
+$370K
|
+28,068
|
+10%
|
|
|
17
|
Wisconsin Capital Management
Madison,
Wisconsin
|
$4.23M
|
-$907K
|
-68,800
|
-18%
|
|
|
18
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$4.01M
|
-$15K
|
-1,136
|
-0.4%
|
|
|
19
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$3.93M
|
+$4.11K
|
+312
|
+0.1%
|
|
|
20
|
United Capital Financial Advisors
Irving,
Texas
|
$3.67M
|
+$93.6K
|
+7,096
|
+3%
|
|
|
21
|
SG Americas Securities
New York
|
$3.6M
|
+$3.46M
|
+262,692
|
New
|
|
|
22
|
Cahill Financial Advisors
Edina,
Minnesota
|
$3.14M
|
+$130K
|
+9,844
|
+4%
|
|
|
23
|
National Planning Corporation
El Segundo,
California
|
$2.85M
|
+$146K
|
+11,104
|
+6%
|
|
|
24
|
Tradewinds Capital Management
Bellingham,
Washington
|
$2.83M
|
+$171K
|
+13,004
|
+7%
|
|
|
25
|
|
$2.76M
|
+$21.9K
|
+1,660
|
+0.8%
|
|
