|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$311M
|
+$52.7M
|
+1,784,487
|
+20%
|
|
|
2
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$27M
|
+$6.08M
|
+205,765
|
+28%
|
|
|
3
|
Brouwer & Janachowski
Mill Valley,
California
|
$15.5M
|
+$1.35M
|
+45,644
|
+9%
|
|
|
4
|
|
$14M
|
+$673K
|
+22,773
|
+5%
|
|
|
5
|
Charles Schwab
San Francisco,
California
|
$11.3M
|
+$351K
|
+11,863
|
+3%
|
|
|
6
|
Peak Financial Management
Wellesley,
Massachusetts
|
$7.11M
|
+$7.22M
|
+244,336
|
New
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$6.89M
|
+$7M
|
+236,841
|
New
|
|
|
8
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$5.2M
|
+$78.3K
|
+2,650
|
+2%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$4.99M
|
-$174K
|
-5,872
|
-3%
|
|
|
10
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$3.88M
|
+$70.7K
|
+2,393
|
+2%
|
|
|
11
|
Courage Miller Partners
Norfolk,
Virginia
|
$3.85M
|
+$43K
|
+1,454
|
+1%
|
|
|
12
|
Valentine Ventures
Bend,
Oregon
|
$3.41M
|
-$12.4K
|
-421
|
-0.4%
|
|
|
13
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$2.9M
|
+$2.83M
|
+95,700
|
New
|
|
|
14
|
|
$2.88M
|
+$2.46M
|
+83,162
|
+529%
|
|
|
15
|
GHP Investment Advisors
Denver,
Colorado
|
$2.58M
|
-$30.5K
|
-1,033
|
-1%
|
|
|
16
|
Gemmer Asset Management
Walnut Creek,
California
|
$2.36M
|
+$64K
|
+2,167
|
+3%
|
|
|
17
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$2.34M
|
+$2.17M
|
+73,433
|
+1,044%
|
|
|
18
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$2.29M
|
+$2.1K
|
+71
|
+0.1%
|
|
|
19
|
Sequoia Financial Advisors
Akron,
Ohio
|
$2.21M
|
+$118K
|
+3,994
|
+6%
|
|
|
20
|
Mather Group
Chicago,
Illinois
|
$2.21M
|
+$2.25M
|
+76,120
|
New
|
|
|
21
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$2M
|
+$2.04M
|
+68,894
|
New
|
|
|
22
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$1.88M
|
+$290K
|
+9,801
|
+18%
|
|
|
23
|
|
$1.88M
|
-$6.62M
|
-223,873
|
-78%
|
|
|
24
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$1.8M
|
+$25.3K
|
+855
|
+1%
|
|
|
25
|
Avior Wealth Management
Omaha,
Nebraska
|
$1.71M
|
+$125K
|
+4,216
|
+8%
|
|
