|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$218M
|
+$37.8M
|
+1,284,261
|
+20%
|
|
|
2
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$16.9M
|
+$3.34M
|
+113,593
|
+24%
|
|
|
3
|
|
$14M
|
+$14.3M
|
+485,772
|
New
|
|
|
4
|
|
$11.6M
|
+$617K
|
+20,960
|
+5%
|
|
|
5
|
Charles Schwab
San Francisco,
California
|
$10.9M
|
-$109K
|
-3,711
|
-1%
|
|
|
6
|
Brouwer & Janachowski
Mill Valley,
California
|
$10.7M
|
+$858K
|
+29,150
|
+9%
|
|
|
7
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$6.26M
|
+$50.6K
|
+1,718
|
+0.8%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$5.38M
|
+$20K
|
+678
|
+0.4%
|
|
|
9
|
Courage Miller Partners
Norfolk,
Virginia
|
$3.73M
|
-$124K
|
-4,202
|
-3%
|
|
|
10
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$3.71M
|
+$15.6K
|
+530
|
+0.4%
|
|
|
11
|
Valentine Ventures
Bend,
Oregon
|
$3.52M
|
-$82.8K
|
-2,814
|
-2%
|
|
|
12
|
GHP Investment Advisors
Denver,
Colorado
|
$2.37M
|
+$629K
|
+21,379
|
+35%
|
|
|
13
|
Gemmer Asset Management
Walnut Creek,
California
|
$2.28M
|
+$134K
|
+4,545
|
+6%
|
|
|
14
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$2.21M
|
+$56.3K
|
+1,914
|
+3%
|
|
|
15
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$1.72M
|
+$420K
|
+14,274
|
+31%
|
|
|
16
|
Eaton Vance Management
Boston,
Massachusetts
|
$1.64M
|
-$5.89K
|
-200
|
-0.4%
|
|
|
17
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$1.59M
|
-$101K
|
-3,446
|
-6%
|
|
|
18
|
Avior Wealth Management
Omaha,
Nebraska
|
$1.57M
|
-$8.09K
|
-275
|
-0.5%
|
|
|
19
|
Old Mission Capital
Chicago,
Illinois
|
$1.54M
|
+$1.57M
|
+53,513
|
New
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.39M
|
-$562K
|
-19,080
|
-28%
|
|
|
21
|
Kernodle & Katon Asset Management Group
Searcy,
Arkansas
|
$1.34M
|
-$385K
|
-13,092
|
-22%
|
|
|
22
|
Savant Capital
Rockford,
Illinois
|
$1.26M
|
+$74.1K
|
+2,516
|
+6%
|
|
|
23
|
Choreo LLC
Rockford,
Illinois
|
$1.22M
|
-$2.74K
|
-93
|
-0.2%
|
|
|
24
|
United Capital Financial Advisors
Irving,
Texas
|
$1.1M
|
-$391K
|
-13,286
|
-26%
|
|
|
25
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$1.09M
|
+$1.12M
|
+37,945
|
New
|
|
