|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$417M
|
+$79.9M
|
+2,617,856
|
+24%
|
|
|
2
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$37.8M
|
+$8.67M
|
+283,943
|
+31%
|
|
|
3
|
|
$18.2M
|
+$15.7M
|
+515,652
|
+799%
|
|
|
4
|
Brouwer & Janachowski
Mill Valley,
California
|
$17.7M
|
+$1.01M
|
+33,178
|
+6%
|
|
|
5
|
|
$15.6M
|
+$525K
|
+17,209
|
+4%
|
|
|
6
|
Charles Schwab
San Francisco,
California
|
$12.2M
|
+$11.6K
|
+380
|
+0.1%
|
|
|
7
|
Peak Financial Management
Wellesley,
Massachusetts
|
$8.1M
|
+$429K
|
+14,050
|
+6%
|
|
|
8
|
Merriman Wealth Management
Seattle,
Washington
|
$6.37M
|
+$5.99M
|
+196,116
|
+2,746%
|
|
|
9
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$5.85M
|
+$249K
|
+8,158
|
+5%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$5.73M
|
+$342K
|
+11,199
|
+7%
|
|
|
11
|
Northern Trust
Chicago,
Illinois
|
$5.55M
|
+$5.41M
|
+177,229
|
New
|
|
|
12
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$4.11M
|
-$69.1K
|
-2,263
|
-2%
|
|
|
13
|
Courage Miller Partners
Norfolk,
Virginia
|
$4.04M
|
-$99.9K
|
-3,274
|
-2%
|
|
|
14
|
GHP Investment Advisors
Denver,
Colorado
|
$3.24M
|
+$456K
|
+14,926
|
+17%
|
|
|
15
|
|
$3.17M
|
+$69.9K
|
+2,290
|
+2%
|
|
|
16
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$3.1M
|
+$101K
|
+3,307
|
+3%
|
|
|
17
|
Financial Consulate
Hunt Valley,
Maryland
|
$2.74M
|
+$2.67M
|
+87,546
|
New
|
|
|
18
|
Gemmer Asset Management
Walnut Creek,
California
|
$2.73M
|
+$179K
|
+5,851
|
+7%
|
|
|
19
|
Mather Group
Chicago,
Illinois
|
$2.61M
|
+$217K
|
+7,108
|
+9%
|
|
|
20
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$2.38M
|
+$211K
|
+6,907
|
+10%
|
|
|
21
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2.3M
|
+$350K
|
+11,472
|
+19%
|
|
|
22
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$2.29M
|
-$221K
|
-7,252
|
-9%
|
|
|
23
|
Avior Wealth Management
Omaha,
Nebraska
|
$1.98M
|
+$142K
|
+4,661
|
+8%
|
|
|
24
|
Sequoia Financial Advisors
Akron,
Ohio
|
$1.95M
|
-$424K
|
-13,877
|
-18%
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$1.85M
|
+$610K
|
+19,976
|
+51%
|
|
