|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$35.5M
|
+$560K
|
+19,038
|
+2%
|
|
|
2
|
Boston Private Bank & Trust
Boston,
Massachusetts
|
$18.6M
|
+$361K
|
+12,259
|
+2%
|
|
|
3
|
Vigilant Capital Management
Portland,
Maine
|
$7.66M
|
+$634K
|
+21,545
|
+10%
|
|
|
4
|
Charles Schwab
San Francisco,
California
|
$4.67M
|
+$1.9M
|
+64,536
|
+75%
|
|
|
5
|
Courage Miller Partners
Norfolk,
Virginia
|
$4.24M
|
+$62.2K
|
+2,115
|
+2%
|
|
|
6
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$3.81M
|
-$89.7K
|
-3,049
|
-2%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$1.8M
|
-$45.6K
|
-1,549
|
-3%
|
|
|
8
|
United Capital Financial Advisors
Irving,
Texas
|
$1.65M
|
+$251K
|
+8,532
|
+19%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.6M
|
+$292K
|
+9,920
|
+24%
|
|
|
10
|
Eaton Vance Management
Boston,
Massachusetts
|
$1.35M
|
+$134K
|
+4,550
|
+12%
|
|
|
11
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$1.06M
|
-$294
|
-10
|
-0%
|
|
|
12
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$853K
|
-$14.8K
|
-504
|
-2%
|
|
|
13
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$645K
|
-$29K
|
-985
|
-5%
|
|
|
14
|
Garrison Asset Management
Fayetteville,
Arkansas
|
$628K
|
+$87.7K
|
+2,980
|
+17%
|
|
|
15
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$612K
|
+$2.91K
|
+99
|
+0.5%
|
|
|
16
|
Mid Continent Capital
Chicago,
Illinois
|
$585K
|
+$21.2K
|
+720
|
+4%
|
|
|
17
|
Hartline Investment Corp
Winnetka,
Illinois
|
$569K
|
+$178K
|
+6,047
|
+49%
|
|
|
18
|
Avalon Capital Management
Port Of Redwood City,
California
|
$466K
|
+$444K
|
+15,100
|
New
|
|
|
19
|
BOK Financial Private Wealth
Denver,
Colorado
|
$417K
|
+$109K
|
+3,706
|
+38%
|
|
|
20
|
BCWM LLC
Overland Park,
Kansas
|
$377K
|
-$5.33K
|
-181
|
-1%
|
|
|
21
|
Mosaic Financial Partners
San Francisco,
California
|
$334K
|
–
|
–
|
–
|
|
|
22
|
Alesco Advisors
Pittsford,
New York
|
$327K
|
+$25.1K
|
+854
|
+9%
|
|
|
23
|
Lattice Strategies
Wayne,
Pennsylvania
|
$321K
|
–
|
–
|
–
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$296K
|
+$109K
|
+3,720
|
+63%
|
|
|
25
|
North Star Asset Management
Neenah,
Wisconsin
|
$293K
|
–
|
–
|
–
|
|
