|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$87.6M
|
-$810K
|
-58,028
|
-0.9%
|
|
|
2
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$30.6M
|
+$1.11M
|
+79,176
|
+4%
|
|
|
3
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$24.4M
|
+$154K
|
+11,056
|
+0.7%
|
|
|
4
|
United Capital Financial Advisors
Irving,
Texas
|
$17.7M
|
+$2.69M
|
+192,800
|
+18%
|
|
|
5
|
Charles Schwab
San Francisco,
California
|
$16.8M
|
+$519K
|
+37,168
|
+3%
|
|
|
6
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$13.8M
|
+$13.4M
|
+955,904
|
New
|
|
|
7
|
SVA Wealth Management
Madison,
Wisconsin
|
$13.3M
|
+$5.12M
|
+366,792
|
+66%
|
|
|
8
|
Spectrum Management Group
Indianapolis,
Indiana
|
$13.1M
|
-$4.08M
|
-291,908
|
-24%
|
|
|
9
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$12.6M
|
+$207K
|
+14,856
|
+2%
|
|
|
10
|
Piershale Financial Group
Barrington,
Illinois
|
$12M
|
+$11.6M
|
+829,168
|
+26,610%
|
|
|
11
|
Valentine Ventures
Bend,
Oregon
|
$9.59M
|
-$144K
|
-10,328
|
-2%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$9.38M
|
+$7.06M
|
+505,520
|
+345%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.18M
|
+$1.19M
|
+85,320
|
+15%
|
|
|
14
|
Meridian Management
Little Rock,
Arkansas
|
$8.97M
|
+$638K
|
+45,700
|
+8%
|
|
|
15
|
ProVise Management Group
Clearwater,
Florida
|
$8.78M
|
+$6.55M
|
+468,616
|
+332%
|
|
|
16
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$7.05M
|
+$406K
|
+29,048
|
+6%
|
|
|
17
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$6.78M
|
+$6.02M
|
+430,848
|
+1,043%
|
|
|
18
|
|
$6.59M
|
+$5.38M
|
+384,956
|
+529%
|
|
|
19
|
Bouchey Financial Group
Troy,
New York
|
$6.27M
|
+$154K
|
+11,044
|
+3%
|
|
|
20
|
HT Partners
Centerbrook,
Connecticut
|
$6.25M
|
+$6.1M
|
+436,844
|
New
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$6.18M
|
+$1.8M
|
+128,748
|
+43%
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$6.15M
|
-$285K
|
-20,416
|
-5%
|
|
|
23
|
Summit Asset Management
Memphis,
Tennessee
|
$5.87M
|
+$4.69M
|
+335,760
|
+468%
|
|
|
24
|
Evensky & Katz
Coral Gables,
Florida
|
$5.82M
|
-$572K
|
-40,960
|
-9%
|
|
|
25
|
|
$5.78M
|
–
|
–
|
–
|
|
