|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$179M
|
+$33.2M
|
+1,125,262
|
+22%
|
|
|
2
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$10.6M
|
-$16.2M
|
-549,710
|
-60%
|
|
|
3
|
Charles Schwab
San Francisco,
California
|
$10.5M
|
+$553K
|
+18,704
|
+5%
|
|
|
4
|
|
$9.31M
|
+$9.54M
|
+322,939
|
New
|
|
|
5
|
Brouwer & Janachowski
Mill Valley,
California
|
$8.38M
|
+$647K
|
+21,901
|
+8%
|
|
|
6
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$7.46M
|
+$1.18M
|
+39,822
|
+18%
|
|
|
7
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$5.8M
|
+$252K
|
+8,538
|
+4%
|
|
|
8
|
Courage Miller Partners
Norfolk,
Virginia
|
$4.07M
|
+$114K
|
+3,863
|
+3%
|
|
|
9
|
Valentine Ventures
Bend,
Oregon
|
$3.56M
|
-$312K
|
-10,563
|
-8%
|
|
|
10
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$3.2M
|
+$3.28M
|
+111,134
|
New
|
|
|
11
|
United Capital Financial Advisors
Irving,
Texas
|
$2.42M
|
-$531K
|
-17,980
|
-18%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.35M
|
-$492K
|
-16,646
|
-17%
|
|
|
13
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$2.18M
|
+$2.24M
|
+75,763
|
New
|
|
|
14
|
Gemmer Asset Management
Walnut Creek,
California
|
$2.17M
|
+$184K
|
+6,229
|
+9%
|
|
|
15
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$2.12M
|
-$456K
|
-15,442
|
-17%
|
|
|
16
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2.11M
|
-$35.8K
|
-1,211
|
-2%
|
|
|
17
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$2M
|
+$707K
|
+23,933
|
+53%
|
|
|
18
|
Kernodle & Katon Asset Management Group
Searcy,
Arkansas
|
$1.97M
|
+$2.02M
|
+68,370
|
New
|
|
|
19
|
JMG Financial Group
Downers Grove,
Illinois
|
$1.84M
|
-$388K
|
-13,117
|
-17%
|
|
|
20
|
Evensky & Katz
Coral Gables,
Florida
|
$1.84M
|
+$1.22M
|
+41,316
|
+185%
|
|
|
21
|
|
$1.8M
|
-$3.16M
|
-107,033
|
-63%
|
|
|
22
|
Eaton Vance Management
Boston,
Massachusetts
|
$1.66M
|
+$123K
|
+4,175
|
+8%
|
|
|
23
|
Avior Wealth Management
Omaha,
Nebraska
|
$1.51M
|
-$91K
|
-3,079
|
-6%
|
|
|
24
|
Capital Advantage
Walnut Creek,
California
|
$1.45M
|
-$814K
|
-27,568
|
-35%
|
|
|
25
|
|
$1.45M
|
+$1.12M
|
+38,028
|
+307%
|
|
