|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$207M
|
+$121M
|
+8,332,964
|
+137%
|
|
|
2
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$30.9M
|
+$331K
|
+22,840
|
+1%
|
|
|
3
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$19.8M
|
+$6.16M
|
+425,052
|
+44%
|
|
|
4
|
Charles Schwab
San Francisco,
California
|
$17.5M
|
+$661K
|
+45,568
|
+4%
|
|
|
5
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$17.4M
|
-$6.96M
|
-480,468
|
-28%
|
|
|
6
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$17M
|
+$4.39M
|
+302,908
|
+35%
|
|
|
7
|
United Capital Financial Advisors
Irving,
Texas
|
$14.7M
|
-$3.34M
|
-230,496
|
-18%
|
|
|
8
|
SVA Wealth Management
Madison,
Wisconsin
|
$14.2M
|
+$932K
|
+64,328
|
+7%
|
|
|
9
|
Spectrum Management Group
Indianapolis,
Indiana
|
$12.9M
|
-$143K
|
-9,872
|
-1%
|
|
|
10
|
Piershale Financial Group
Barrington,
Illinois
|
$12.9M
|
+$960K
|
+66,224
|
+8%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$10.5M
|
+$4.35M
|
+300,432
|
+70%
|
|
|
12
|
Valentine Ventures
Bend,
Oregon
|
$9.55M
|
-$24.2K
|
-1,672
|
-0.3%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.36M
|
-$812K
|
-56,032
|
-9%
|
|
|
14
|
Meridian Management
Little Rock,
Arkansas
|
$7.63M
|
-$1.34M
|
-92,140
|
-15%
|
|
|
15
|
|
$7.58M
|
+$1.01M
|
+69,460
|
+15%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$7.35M
|
+$1.19M
|
+82,176
|
+19%
|
|
|
17
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$7.13M
|
+$345K
|
+23,780
|
+5%
|
|
|
18
|
ProVise Management Group
Clearwater,
Florida
|
$6.94M
|
-$1.84M
|
-127,252
|
-21%
|
|
|
19
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$6.83M
|
-$204K
|
-14,108
|
-3%
|
|
|
20
|
Bouchey Financial Group
Troy,
New York
|
$6.52M
|
+$261K
|
+18,020
|
+4%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$6.4M
|
+$699K
|
+48,232
|
+12%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$6.26M
|
-$3.11M
|
-214,320
|
-33%
|
|
|
23
|
HT Partners
Centerbrook,
Connecticut
|
$6.26M
|
-$9.86K
|
-680
|
-0.2%
|
|
|
24
|
Evensky & Katz
Coral Gables,
Florida
|
$5.82M
|
+$12.5K
|
+864
|
+0.2%
|
|
|
25
|
VSR Financial Services
Overland Park,
Kansas
|
$5.79M
|
+$3.62M
|
+249,772
|
+163%
|
|
