|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$124M
|
+$91.5M
|
+2,876,773
|
+267%
|
|
|
2
|
Charles Schwab
San Francisco,
California
|
$10.3M
|
+$279K
|
+8,787
|
+3%
|
|
|
3
|
FutureAdvisor
San Francisco,
California
|
$8.08M
|
+$5.07M
|
+159,529
|
+165%
|
|
|
4
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$6.82M
|
+$4.12M
|
+129,438
|
+146%
|
|
|
5
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$5.88M
|
+$194K
|
+6,115
|
+3%
|
|
|
6
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$5.68M
|
+$908K
|
+28,569
|
+19%
|
|
|
7
|
Brouwer & Janachowski
Mill Valley,
California
|
$5.21M
|
+$1.25M
|
+39,426
|
+31%
|
|
|
8
|
Valentine Ventures
Bend,
Oregon
|
$4.25M
|
-$6.96K
|
-219
|
-0.2%
|
|
|
9
|
Courage Miller Partners
Norfolk,
Virginia
|
$4.19M
|
+$39.7K
|
+1,247
|
+0.9%
|
|
|
10
|
United Capital Financial Advisors
Irving,
Texas
|
$3.67M
|
-$338K
|
-10,617
|
-8%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.53M
|
-$262K
|
-8,224
|
-7%
|
|
|
12
|
Virtu KCG Holdings
New York
|
$3M
|
+$3.05M
|
+96,007
|
New
|
|
|
13
|
JMG Financial Group
Downers Grove,
Illinois
|
$2.72M
|
+$279K
|
+8,768
|
+11%
|
|
|
14
|
Capital Advantage
Walnut Creek,
California
|
$2.47M
|
-$10K
|
-315
|
-0.4%
|
|
|
15
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2.15M
|
+$302K
|
+9,483
|
+16%
|
|
|
16
|
Gemmer Asset Management
Walnut Creek,
California
|
$2.1M
|
-$9.67K
|
-304
|
-0.5%
|
|
|
17
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$2.02M
|
+$880K
|
+27,668
|
+76%
|
|
|
18
|
Eaton Vance Management
Boston,
Massachusetts
|
$1.63M
|
-$19.1K
|
-600
|
-1%
|
|
|
19
|
Avior Wealth Management
Omaha,
Nebraska
|
$1.61M
|
+$974K
|
+30,617
|
+148%
|
|
|
20
|
Summit Asset Management
Memphis,
Tennessee
|
$1.53M
|
+$1.55M
|
+48,845
|
New
|
|
|
21
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$1.51M
|
-$616K
|
-19,367
|
-29%
|
|
|
22
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$1.45M
|
+$9.57K
|
+301
|
+0.7%
|
|
|
23
|
Avalon Capital Management
Port Of Redwood City,
California
|
$1.27M
|
+$1.29M
|
+40,576
|
New
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
$1.25M
|
+$1.05M
|
+32,975
|
+467%
|
|
|
25
|
GHP Investment Advisors
Denver,
Colorado
|
$1.23M
|
+$302K
|
+9,495
|
+31%
|
|
