|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$256M
|
+$44.5M
|
+3,332,412
|
+20%
|
|
|
2
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$28.6M
|
+$502K
|
+37,596
|
+2%
|
|
|
3
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$21M
|
+$5.02M
|
+376,348
|
+30%
|
|
|
4
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$19.3M
|
+$3.2M
|
+239,640
|
+19%
|
|
|
5
|
Charles Schwab
San Francisco,
California
|
$17.2M
|
+$494K
|
+36,996
|
+3%
|
|
|
6
|
SVA Wealth Management
Madison,
Wisconsin
|
$14.5M
|
+$785K
|
+58,840
|
+6%
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$13.9M
|
+$872K
|
+65,300
|
+7%
|
|
|
8
|
Spectrum Management Group
Indianapolis,
Indiana
|
$12.4M
|
+$794K
|
+59,480
|
+7%
|
|
|
9
|
|
$11.9M
|
+$12.2M
|
+917,664
|
New
|
|
|
10
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$11.5M
|
+$11.8M
|
+881,224
|
New
|
|
|
11
|
CWH Capital Management
Spokane,
Washington
|
$10.3M
|
+$5.22M
|
+391,012
|
+97%
|
|
|
12
|
Allianz Asset Management
Munich,
Germany
|
$9.54M
|
+$9.77M
|
+732,248
|
New
|
|
|
13
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$9.15M
|
-$4.62M
|
-346,076
|
-33%
|
|
|
14
|
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
$8.79M
|
+$9.01M
|
+674,728
|
New
|
|
|
15
|
|
$8.59M
|
+$4.91M
|
+368,012
|
+126%
|
|
|
16
|
|
$8.31M
|
+$1.38M
|
+103,720
|
+19%
|
|
|
17
|
WealthTrust-Arizona
Scottsdale,
Arizona
|
$8.13M
|
-$641K
|
-48,044
|
-7%
|
|
|
18
|
Valentine Ventures
Bend,
Oregon
|
$8.07M
|
-$440K
|
-32,936
|
-5%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$7.79M
|
+$4.26M
|
+318,996
|
+110%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$7.45M
|
+$797K
|
+59,748
|
+12%
|
|
|
21
|
Meridian Management
Little Rock,
Arkansas
|
$7.26M
|
-$29.6K
|
-2,216
|
-0.4%
|
|
|
22
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$6.45M
|
+$243K
|
+18,212
|
+4%
|
|
|
23
|
Mariner Wealth Advisors (Cincinnati)
Cincinnati,
Ohio
|
$6.44M
|
+$6.6M
|
+494,424
|
New
|
|
|
24
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$6.24M
|
-$405K
|
-30,380
|
-6%
|
|
|
25
|
|
$6.2M
|
-$850K
|
-63,704
|
-12%
|
|
