|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$84.7M
|
+$2.36M
|
+177,436
|
+3%
|
|
|
2
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$28.2M
|
+$622K
|
+46,868
|
+2%
|
|
|
3
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$23.2M
|
+$1.31M
|
+98,836
|
+6%
|
|
|
4
|
Spectrum Management Group
Indianapolis,
Indiana
|
$16.6M
|
+$2.75M
|
+207,444
|
+21%
|
|
|
5
|
Charles Schwab
San Francisco,
California
|
$15.6M
|
+$391K
|
+29,424
|
+3%
|
|
|
6
|
United Capital Financial Advisors
Irving,
Texas
|
$14.6M
|
+$8.91M
|
+670,848
|
+171%
|
|
|
7
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$11.9M
|
+$11.4M
|
+861,980
|
New
|
|
|
8
|
Valentine Ventures
Bend,
Oregon
|
$9.32M
|
+$8.98M
|
+676,512
|
New
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$8.13M
|
+$836K
|
+62,976
|
+12%
|
|
|
10
|
Meridian Management
Little Rock,
Arkansas
|
$7.96M
|
+$762K
|
+57,380
|
+11%
|
|
|
11
|
SVA Wealth Management
Madison,
Wisconsin
|
$7.71M
|
+$349K
|
+26,312
|
+5%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.62M
|
+$5.31M
|
+400,188
|
+263%
|
|
|
13
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$6.35M
|
+$2.3M
|
+173,076
|
+60%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$6.17M
|
+$2.22M
|
+167,492
|
+60%
|
|
|
15
|
Evensky & Katz
Coral Gables,
Florida
|
$6.13M
|
-$333K
|
-25,072
|
-5%
|
|
|
16
|
Bouchey Financial Group
Troy,
New York
|
$5.85M
|
+$338K
|
+25,488
|
+6%
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$5.81M
|
+$3.62M
|
+272,440
|
+183%
|
|
|
18
|
|
$5.54M
|
+$2.66M
|
+200,000
|
+99%
|
|
|
19
|
Avior Wealth Management
Omaha,
Nebraska
|
$5.46M
|
+$214K
|
+16,092
|
+4%
|
|
|
20
|
Gemmer Asset Management
Walnut Creek,
California
|
$4.8M
|
+$240K
|
+18,068
|
+5%
|
|
|
21
|
Avalon Capital Management
Port Of Redwood City,
California
|
$4.76M
|
+$4.59M
|
+345,484
|
New
|
|
|
22
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$4.6M
|
+$74.2K
|
+5,588
|
+2%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$4.14M
|
+$3.99M
|
+300,716
|
New
|
|
|
24
|
Wisconsin Capital Management
Madison,
Wisconsin
|
$4.14M
|
-$4.25K
|
-320
|
-0.1%
|
|
|
25
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$4.1M
|
+$65.3K
|
+4,920
|
+2%
|
|
