|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$32.5M
|
-$28.9K
|
-977
|
-0.1%
|
|
|
2
|
Charles Schwab
San Francisco,
California
|
$9.66M
|
+$176K
|
+5,937
|
+2%
|
|
|
3
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$5.48M
|
+$572K
|
+19,342
|
+12%
|
|
|
4
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$4.62M
|
+$730K
|
+24,663
|
+19%
|
|
|
5
|
Valentine Ventures
Bend,
Oregon
|
$4.1M
|
+$32.4K
|
+1,096
|
+0.8%
|
|
|
6
|
United Capital Financial Advisors
Irving,
Texas
|
$4.05M
|
+$306K
|
+10,353
|
+9%
|
|
|
7
|
Courage Miller Partners
Norfolk,
Virginia
|
$4M
|
-$160K
|
-5,425
|
-4%
|
|
|
8
|
Brouwer & Janachowski
Mill Valley,
California
|
$3.83M
|
+$1.24M
|
+41,974
|
+49%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.65M
|
+$170K
|
+5,763
|
+5%
|
|
|
10
|
FutureAdvisor
San Francisco,
California
|
$2.92M
|
+$1.21M
|
+40,865
|
+73%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.67M
|
+$1.17M
|
+39,618
|
+81%
|
|
|
12
|
Citadel Advisors
Miami,
Florida
|
$2.6M
|
+$2.56M
|
+86,377
|
New
|
|
|
13
|
Boston Private Bank & Trust
Boston,
Massachusetts
|
$2.4M
|
-$88.2K
|
-2,981
|
-4%
|
|
|
14
|
Capital Advantage
Walnut Creek,
California
|
$2.39M
|
-$37.1K
|
-1,253
|
-2%
|
|
|
15
|
JMG Financial Group
Downers Grove,
Illinois
|
$2.36M
|
+$1.58M
|
+53,367
|
+215%
|
|
|
16
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$2.04M
|
-$229K
|
-7,724
|
-10%
|
|
|
17
|
Gemmer Asset Management
Walnut Creek,
California
|
$2.04M
|
+$184K
|
+6,227
|
+10%
|
|
|
18
|
Vigilant Capital Management
Portland,
Maine
|
$1.89M
|
-$712K
|
-24,060
|
-28%
|
|
|
19
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$1.79M
|
-$68.6K
|
-2,319
|
-4%
|
|
|
20
|
Eaton Vance Management
Boston,
Massachusetts
|
$1.59M
|
+$2.96K
|
+100
|
+0.2%
|
|
|
21
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$1.38M
|
+$190K
|
+6,425
|
+16%
|
|
|
22
|
|
$1.27M
|
+$731K
|
+24,721
|
+142%
|
|
|
23
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$1.1M
|
+$1.08M
|
+36,381
|
New
|
|
|
24
|
Wealth Architects
Mountain View,
California
|
$1.02M
|
+$64.5K
|
+2,181
|
+7%
|
|
|
25
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$967K
|
+$22.5K
|
+762
|
+2%
|
|
