|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$37.8M
|
+$1.02M
|
+32,496
|
+3%
|
|
|
2
|
Boston Private Bank & Trust
Boston,
Massachusetts
|
$18.9M
|
-$302K
|
-9,599
|
-2%
|
|
|
3
|
Vigilant Capital Management
Portland,
Maine
|
$8.11M
|
+$188K
|
+5,970
|
+2%
|
|
|
4
|
Charles Schwab
San Francisco,
California
|
$6.66M
|
+$1.83M
|
+58,177
|
+39%
|
|
|
5
|
Courage Miller Partners
Norfolk,
Virginia
|
$4.08M
|
-$297K
|
-9,450
|
-7%
|
|
|
6
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$3.92M
|
-$30.1K
|
-959
|
-0.8%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.24M
|
+$572K
|
+18,200
|
+35%
|
|
|
8
|
Eaton Vance Management
Boston,
Massachusetts
|
$1.41M
|
+$12.6K
|
+400
|
+0.9%
|
|
|
9
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$1.31M
|
+$1.29M
|
+41,200
|
New
|
|
|
10
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$1.12M
|
+$17.4K
|
+555
|
+2%
|
|
|
11
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$872K
|
-$10.9K
|
-347
|
-1%
|
|
|
12
|
Avior Wealth Management
Omaha,
Nebraska
|
$664K
|
+$653K
|
+20,789
|
New
|
|
|
13
|
Garrison Asset Management
Fayetteville,
Arkansas
|
$661K
|
+$11.6K
|
+368
|
+2%
|
|
|
14
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$649K
|
+$16.1K
|
+512
|
+3%
|
|
|
15
|
Mid Continent Capital
Chicago,
Illinois
|
$615K
|
+$9.74K
|
+310
|
+2%
|
|
|
16
|
Hartline Investment Corp
Winnetka,
Illinois
|
$482K
|
-$105K
|
-3,355
|
-18%
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$406K
|
+$174K
|
+5,547
|
+77%
|
|
|
18
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$401K
|
-$262K
|
-8,335
|
-40%
|
|
|
19
|
BOK Financial Private Wealth
Denver,
Colorado
|
$376K
|
-$54.6K
|
-1,737
|
-13%
|
|
|
20
|
BCWM LLC
Overland Park,
Kansas
|
$354K
|
-$35.5K
|
-1,129
|
-9%
|
|
|
21
|
|
$353K
|
+$348K
|
+11,066
|
New
|
|
|
22
|
Alesco Advisors
Pittsford,
New York
|
$347K
|
+$9.14K
|
+291
|
+3%
|
|
|
23
|
Lattice Strategies
Wayne,
Pennsylvania
|
$332K
|
–
|
–
|
–
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$316K
|
+$9.77K
|
+311
|
+3%
|
|
|
25
|
North Star Asset Management
Neenah,
Wisconsin
|
$303K
|
–
|
–
|
–
|
|
