|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$38.5M
|
-$1.9M
|
-56,897
|
-5%
|
|
|
2
|
Vigilant Capital Management
Portland,
Maine
|
$9.87M
|
+$451K
|
+13,530
|
+5%
|
|
|
3
|
Charles Schwab
San Francisco,
California
|
$8.66M
|
+$550K
|
+16,518
|
+7%
|
|
|
4
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$4.7M
|
+$233K
|
+6,992
|
+5%
|
|
|
5
|
Courage Miller Partners
Norfolk,
Virginia
|
$4.42M
|
+$3.9K
|
+117
|
+0.1%
|
|
|
6
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$4.32M
|
+$810K
|
+24,296
|
+24%
|
|
|
7
|
Boston Private Bank & Trust
Boston,
Massachusetts
|
$3.53M
|
-$802K
|
-24,075
|
-19%
|
|
|
8
|
United Capital Financial Advisors
Irving,
Texas
|
$2.55M
|
-$57.8K
|
-1,734
|
-2%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.49M
|
-$88.5K
|
-2,657
|
-4%
|
|
|
10
|
Gemmer Asset Management
Walnut Creek,
California
|
$1.89M
|
+$82.3K
|
+2,471
|
+5%
|
|
|
11
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$1.79M
|
+$329K
|
+9,860
|
+23%
|
|
|
12
|
Eaton Vance Management
Boston,
Massachusetts
|
$1.7M
|
+$86K
|
+2,580
|
+5%
|
|
|
13
|
Smith Hayes Advisers
Lincoln,
Nebraska
|
$1.63M
|
-$34.2K
|
-1,025
|
-2%
|
|
|
14
|
Brouwer & Janachowski
Mill Valley,
California
|
$1.09M
|
+$302K
|
+9,059
|
+40%
|
|
|
15
|
|
$952K
|
-$141K
|
-4,226
|
-13%
|
|
|
16
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$949K
|
+$15.2K
|
+455
|
+2%
|
|
|
17
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$949K
|
+$231K
|
+6,929
|
+33%
|
|
|
18
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$928K
|
-$243K
|
-7,285
|
-21%
|
|
|
19
|
Avior Wealth Management
Omaha,
Nebraska
|
$736K
|
+$16.2K
|
+487
|
+2%
|
|
|
20
|
Mid Continent Capital
Chicago,
Illinois
|
$722K
|
+$53.3K
|
+1,600
|
+8%
|
|
|
21
|
Hartline Investment Corp
Winnetka,
Illinois
|
$651K
|
+$263K
|
+7,900
|
+71%
|
|
|
22
|
Garrison Asset Management
Fayetteville,
Arkansas
|
$620K
|
+$18.7K
|
+560
|
+3%
|
|
|
23
|
One Capital Management
Westlake Village,
California
|
$576K
|
-$700
|
-21
|
-0.1%
|
|
|
24
|
Long Wharf Investors
Boston,
Massachusetts
|
$458K
|
-$24.6K
|
-739
|
-5%
|
|
|
25
|
Choreo LLC
Rockford,
Illinois
|
$451K
|
-$4.9K
|
-147
|
-1%
|
|
