|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$703M
|
+$71.3M
|
+1,969,226
|
+11%
|
|
|
2
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$63.5M
|
+$7.67M
|
+211,912
|
+15%
|
|
|
3
|
Mather Group
Chicago,
Illinois
|
$32.9M
|
+$1.91M
|
+52,910
|
+6%
|
|
|
4
|
|
$29.7M
|
+$21.3M
|
+589,838
|
+267%
|
|
|
5
|
Brouwer & Janachowski
Mill Valley,
California
|
$21.6M
|
-$168K
|
-4,641
|
-0.8%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$19.4M
|
-$1.05M
|
-28,933
|
-5%
|
|
|
7
|
|
$18.5M
|
+$309K
|
+8,551
|
+2%
|
|
|
8
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$14.8M
|
+$14.6M
|
+403,916
|
New
|
|
|
9
|
Charles Schwab
San Francisco,
California
|
$13.2M
|
–
|
–
|
–
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$12.6M
|
+$12.4M
|
+343,666
|
New
|
|
|
11
|
Tradewinds Capital Management
Bellingham,
Washington
|
$12.2M
|
+$739K
|
+20,415
|
+7%
|
|
|
12
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$10.2M
|
+$10.1M
|
+278,202
|
New
|
|
|
13
|
Peak Financial Management
Wellesley,
Massachusetts
|
$9.82M
|
+$101K
|
+2,789
|
+1%
|
|
|
14
|
GHP Investment Advisors
Denver,
Colorado
|
$8.77M
|
+$581K
|
+16,050
|
+7%
|
|
|
15
|
Merriman Wealth Management
Seattle,
Washington
|
$7.75M
|
+$421K
|
+11,632
|
+6%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$7.26M
|
+$205K
|
+5,655
|
+3%
|
|
|
17
|
Northern Trust
Chicago,
Illinois
|
$7.01M
|
+$398K
|
+11,000
|
+6%
|
|
|
18
|
Rainey & Randall Wealth Advisors
Celebration,
Florida
|
$6.98M
|
+$6.9M
|
+190,671
|
New
|
|
|
19
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$6.84M
|
-$186K
|
-5,129
|
-3%
|
|
|
20
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$6.79M
|
+$2.37M
|
+65,559
|
+55%
|
|
|
21
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$6.23M
|
+$1.89M
|
+52,333
|
+44%
|
|
|
22
|
GFS Private Wealth
Clearwater,
Florida
|
$5.25M
|
+$5.18M
|
+143,213
|
New
|
|
|
23
|
|
$5.23M
|
+$524K
|
+14,472
|
+11%
|
|
|
24
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$4.83M
|
+$4.78M
|
+131,981
|
New
|
|
|
25
|
Courage Miller Partners
Norfolk,
Virginia
|
$4.72M
|
-$75.9K
|
-2,096
|
-2%
|
|
