|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$182M
|
+$1.73M
|
+63,874
|
+1%
|
|
|
2
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$13.6M
|
+$5.85M
|
+215,572
|
+83%
|
|
|
3
|
|
$11.1M
|
+$1.63M
|
+60,135
|
+19%
|
|
|
4
|
Charles Schwab
San Francisco,
California
|
$11.1M
|
+$498K
|
+18,353
|
+5%
|
|
|
5
|
Brouwer & Janachowski
Mill Valley,
California
|
$9.9M
|
+$1.39M
|
+51,326
|
+18%
|
|
|
6
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$6.24M
|
+$393K
|
+14,470
|
+7%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$5.39M
|
+$4.16M
|
+153,292
|
+467%
|
|
|
8
|
Courage Miller Partners
Norfolk,
Virginia
|
$3.88M
|
-$202K
|
-7,434
|
-5%
|
|
|
9
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$3.71M
|
+$466K
|
+17,177
|
+15%
|
|
|
10
|
Valentine Ventures
Bend,
Oregon
|
$3.62M
|
+$37.1K
|
+1,368
|
+1%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.22M
|
-$7.88M
|
-290,413
|
-79%
|
|
|
12
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$2.16M
|
+$31.5K
|
+1,161
|
+2%
|
|
|
13
|
Gemmer Asset Management
Walnut Creek,
California
|
$2.16M
|
-$19.2K
|
-708
|
-0.9%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.95M
|
-$389K
|
-14,344
|
-18%
|
|
|
15
|
GHP Investment Advisors
Denver,
Colorado
|
$1.76M
|
+$297K
|
+10,945
|
+22%
|
|
|
16
|
Kernodle & Katon Asset Management Group
Searcy,
Arkansas
|
$1.73M
|
-$237K
|
-8,742
|
-13%
|
|
|
17
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$1.7M
|
-$293K
|
-10,797
|
-16%
|
|
|
18
|
Eaton Vance Management
Boston,
Massachusetts
|
$1.65M
|
-$12.9K
|
-475
|
-0.8%
|
|
|
19
|
Avior Wealth Management
Omaha,
Nebraska
|
$1.58M
|
+$63.3K
|
+2,335
|
+4%
|
|
|
20
|
Aspiriant LLC
Los Angeles,
California
|
$1.49M
|
+$1.39M
|
+51,417
|
New
|
|
|
21
|
United Capital Financial Advisors
Irving,
Texas
|
$1.49M
|
-$880K
|
-32,436
|
-39%
|
|
|
22
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$1.31M
|
-$752K
|
-27,720
|
-38%
|
|
|
23
|
Capital Advantage
Walnut Creek,
California
|
$1.25M
|
-$197K
|
-7,268
|
-14%
|
|
|
24
|
Choreo LLC
Rockford,
Illinois
|
$1.23M
|
+$273K
|
+10,062
|
+31%
|
|
|
25
|
Savant Capital
Rockford,
Illinois
|
$1.19M
|
+$68.7K
|
+2,532
|
+7%
|
|
