|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$34.2M
|
-$1.07M
|
-32,180
|
-3%
|
|
|
2
|
Vigilant Capital Management
Portland,
Maine
|
$9.48M
|
+$474K
|
+14,320
|
+5%
|
|
|
3
|
Charles Schwab
San Francisco,
California
|
$8.69M
|
+$805K
|
+24,294
|
+10%
|
|
|
4
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$4.47M
|
+$554K
|
+16,712
|
+13%
|
|
|
5
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$4.47M
|
+$178K
|
+5,366
|
+4%
|
|
|
6
|
Courage Miller Partners
Norfolk,
Virginia
|
$4.2M
|
+$167K
|
+5,039
|
+4%
|
|
|
7
|
|
$3.65M
|
+$3.86M
|
+116,609
|
New
|
|
|
8
|
Boston Private Bank & Trust
Boston,
Massachusetts
|
$3.26M
|
+$31.8K
|
+960
|
+0.9%
|
|
|
9
|
Apriem Advisors
Irvine,
California
|
$2.81M
|
+$2.95M
|
+89,016
|
+17,592%
|
|
|
10
|
Brouwer & Janachowski
Mill Valley,
California
|
$2.32M
|
+$1.39M
|
+41,979
|
+131%
|
|
|
11
|
United Capital Financial Advisors
Irving,
Texas
|
$2.3M
|
-$35.3K
|
-1,065
|
-1%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.22M
|
-$53K
|
-1,600
|
-2%
|
|
|
13
|
Gemmer Asset Management
Walnut Creek,
California
|
$1.81M
|
+$91.1K
|
+2,751
|
+5%
|
|
|
14
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$1.75M
|
+$1.85M
|
+55,725
|
New
|
|
|
15
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$1.68M
|
+$37.6K
|
+1,135
|
+2%
|
|
|
16
|
Eaton Vance Management
Boston,
Massachusetts
|
$1.66M
|
+$108K
|
+3,250
|
+7%
|
|
|
17
|
Smith Hayes Advisers
Lincoln,
Nebraska
|
$1.46M
|
-$33.3K
|
-1,005
|
-2%
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.09M
|
+$883K
|
+26,654
|
+322%
|
|
|
19
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$986K
|
+$145K
|
+4,390
|
+16%
|
|
|
20
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$882K
|
+$15.7K
|
+474
|
+2%
|
|
|
21
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$847K
|
-$21.6K
|
-652
|
-2%
|
|
|
22
|
|
$840K
|
-$31.7K
|
-958
|
-3%
|
|
|
23
|
JMG Financial Group
Downers Grove,
Illinois
|
$673K
|
+$285K
|
+8,608
|
+67%
|
|
|
24
|
Avior Wealth Management
Omaha,
Nebraska
|
$671K
|
-$2.02K
|
-61
|
-0.3%
|
|
|
25
|
Mid Continent Capital
Chicago,
Illinois
|
$660K
|
-$828
|
-25
|
-0.1%
|
|
