|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$31.1M
|
-$358K
|
-11,979
|
-1%
|
|
|
2
|
Charles Schwab
San Francisco,
California
|
$9.07M
|
+$1.12M
|
+37,334
|
+13%
|
|
|
3
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$4.68M
|
+$593K
|
+19,831
|
+14%
|
|
|
4
|
Courage Miller Partners
Norfolk,
Virginia
|
$3.98M
|
+$122K
|
+4,072
|
+3%
|
|
|
5
|
Valentine Ventures
Bend,
Oregon
|
$3.89M
|
+$4.03M
|
+134,915
|
New
|
|
|
6
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$3.7M
|
+$3.84M
|
+128,384
|
New
|
|
|
7
|
United Capital Financial Advisors
Irving,
Texas
|
$3.39M
|
+$1.32M
|
+44,163
|
+60%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.33M
|
+$1.33M
|
+44,400
|
+63%
|
|
|
9
|
BCWM LLC
Overland Park,
Kansas
|
$2.77M
|
+$1.82K
|
+61
|
+0.6%
|
|
|
10
|
Vigilant Capital Management
Portland,
Maine
|
$2.5M
|
-$6.45M
|
-215,677
|
-71%
|
|
|
11
|
Brouwer & Janachowski
Mill Valley,
California
|
$2.45M
|
+$331K
|
+11,075
|
+15%
|
|
|
12
|
Boston Private Bank & Trust
Boston,
Massachusetts
|
$2.39M
|
-$639K
|
-21,380
|
-21%
|
|
|
13
|
Capital Advantage
Walnut Creek,
California
|
$2.32M
|
+$2.41M
|
+80,522
|
New
|
|
|
14
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$2.17M
|
+$587K
|
+19,640
|
+35%
|
|
|
15
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$1.81M
|
+$1.87M
|
+62,657
|
New
|
|
|
16
|
|
$1.81M
|
+$1.07M
|
+35,836
|
+134%
|
|
|
17
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$1.78M
|
+$240K
|
+8,031
|
+15%
|
|
|
18
|
Gemmer Asset Management
Walnut Creek,
California
|
$1.77M
|
+$104K
|
+3,464
|
+6%
|
|
|
19
|
FutureAdvisor
San Francisco,
California
|
$1.62M
|
+$1.67M
|
+56,001
|
New
|
|
|
20
|
Eaton Vance Management
Boston,
Massachusetts
|
$1.51M
|
-$9.71K
|
-325
|
-0.6%
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.41M
|
+$415K
|
+13,887
|
+40%
|
|
|
22
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$1.14M
|
+$337K
|
+11,276
|
+40%
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
$996K
|
+$1.03M
|
+34,539
|
New
|
|
|
24
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$981K
|
+$1.02M
|
+33,988
|
New
|
|
|
25
|
Wealth Architects
Mountain View,
California
|
$917K
|
+$950K
|
+31,793
|
New
|
|
