|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$354M
|
+$49.6M
|
+3,739,704
|
+17%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$59.1M
|
+$3.73M
|
+281,224
|
+7%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$54.4M
|
+$5.46M
|
+411,060
|
+11%
|
|
|
4
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$35.5M
|
+$119K
|
+8,988
|
+0.3%
|
|
|
5
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$24.1M
|
-$2.71M
|
-204,148
|
-10%
|
|
|
6
|
Charles Schwab
San Francisco,
California
|
$19M
|
-$263K
|
-19,820
|
-1%
|
|
|
7
|
SVA Wealth Management
Madison,
Wisconsin
|
$17.1M
|
+$193K
|
+14,520
|
+1%
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$17M
|
+$945K
|
+71,224
|
+6%
|
|
|
9
|
|
$16.3M
|
+$3.25M
|
+244,692
|
+25%
|
|
|
10
|
Richard Bernstein Advisors
New York
|
$16.1M
|
+$1.75M
|
+131,632
|
+12%
|
|
|
11
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$14.8M
|
+$5.47M
|
+412,108
|
+60%
|
|
|
12
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$13.1M
|
+$465K
|
+35,056
|
+4%
|
|
|
13
|
|
$12.3M
|
-$1.42M
|
-106,604
|
-11%
|
|
|
14
|
TD Ameritrade Trust
Denver,
Colorado
|
$11M
|
+$2.02M
|
+151,928
|
+23%
|
|
|
15
|
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
$9.35M
|
-$218K
|
-16,448
|
-2%
|
|
|
16
|
WealthTrust-Arizona
Scottsdale,
Arizona
|
$8.55M
|
-$166K
|
-12,536
|
-2%
|
|
|
17
|
Meridian Management
Little Rock,
Arkansas
|
$8.49M
|
-$237K
|
-17,864
|
-3%
|
|
|
18
|
Mariner Wealth Advisors (Cincinnati)
Cincinnati,
Ohio
|
$8.07M
|
+$720K
|
+54,232
|
+10%
|
|
|
19
|
Valentine Ventures
Bend,
Oregon
|
$7.96M
|
-$259K
|
-19,544
|
-3%
|
|
|
20
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$6.99M
|
+$147K
|
+11,052
|
+2%
|
|
|
21
|
CWH Capital Management
Spokane,
Washington
|
$6.89M
|
-$3.4M
|
-256,460
|
-33%
|
|
|
22
|
Gemmer Asset Management
Walnut Creek,
California
|
$6.77M
|
+$547K
|
+41,212
|
+9%
|
|
|
23
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$6.6M
|
-$36.5K
|
-2,752
|
-0.6%
|
|
|
24
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$5.78M
|
-$17.2M
|
-1,299,336
|
-75%
|
|
|
25
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$5.73M
|
+$73.9K
|
+5,564
|
+1%
|
|
