|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$519M
|
+$69.3M
|
+2,118,123
|
+16%
|
|
|
2
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$45M
|
+$4.54M
|
+138,834
|
+11%
|
|
|
3
|
Mather Group
Chicago,
Illinois
|
$27.2M
|
+$23.7M
|
+725,705
|
+872%
|
|
|
4
|
Brouwer & Janachowski
Mill Valley,
California
|
$19.7M
|
+$708K
|
+21,640
|
+4%
|
|
|
5
|
|
$17.3M
|
+$499K
|
+15,258
|
+3%
|
|
|
6
|
Charles Schwab
San Francisco,
California
|
$12.8M
|
-$328K
|
-10,031
|
-3%
|
|
|
7
|
Peak Financial Management
Wellesley,
Massachusetts
|
$8.75M
|
+$55.1K
|
+1,683
|
+0.7%
|
|
|
8
|
|
$8.59M
|
-$10.6M
|
-324,786
|
-56%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$7.7M
|
+$5.91M
|
+180,521
|
+372%
|
|
|
10
|
GHP Investment Advisors
Denver,
Colorado
|
$7.15M
|
+$3.57M
|
+109,162
|
+105%
|
|
|
11
|
Merriman Wealth Management
Seattle,
Washington
|
$6.75M
|
-$86.9K
|
-2,655
|
-1%
|
|
|
12
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$6.3M
|
+$18.7K
|
+571
|
+0.3%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$6.29M
|
+$140K
|
+4,282
|
+2%
|
|
|
14
|
Northern Trust
Chicago,
Illinois
|
$5.92M
|
-$34.4K
|
-1,050
|
-0.6%
|
|
|
15
|
Courage Miller Partners
Norfolk,
Virginia
|
$4.39M
|
+$52.4K
|
+1,600
|
+1%
|
|
|
16
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$4.19M
|
-$220K
|
-6,721
|
-5%
|
|
|
17
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$4.09M
|
+$2.31M
|
+70,566
|
+138%
|
|
|
18
|
|
$3.8M
|
+$390K
|
+11,932
|
+12%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$3.7M
|
+$1.67M
|
+51,054
|
+86%
|
|
|
20
|
Financial Consulate
Hunt Valley,
Maryland
|
$3.08M
|
+$132K
|
+4,035
|
+5%
|
|
|
21
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$3.04M
|
+$478K
|
+14,624
|
+19%
|
|
|
22
|
Gemmer Asset Management
Walnut Creek,
California
|
$2.99M
|
+$65.5K
|
+2,002
|
+2%
|
|
|
23
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2.85M
|
+$371K
|
+11,330
|
+15%
|
|
|
24
|
Sequoia Financial Advisors
Akron,
Ohio
|
$2.4M
|
+$295K
|
+9,008
|
+14%
|
|
|
25
|
Choreo LLC
Rockford,
Illinois
|
$2.16M
|
+$202K
|
+6,166
|
+11%
|
|
