|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$820M
|
+$48.5M
|
+1,311,184
|
+6%
|
|
|
2
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$72.7M
|
+$5.34M
|
+144,463
|
+8%
|
|
|
3
|
Mather Group
Chicago,
Illinois
|
$34.5M
|
-$433K
|
-11,710
|
-1%
|
|
|
4
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$17.9M
|
-$1.71M
|
-46,195
|
-9%
|
|
|
5
|
|
$17.3M
|
-$510K
|
-13,793
|
-3%
|
|
|
6
|
Estate Counselors
Thiensville,
Wisconsin
|
$14.2M
|
-$459K
|
-12,420
|
-3%
|
|
|
7
|
Charles Schwab
San Francisco,
California
|
$13.2M
|
+$210K
|
+5,690
|
+2%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$13M
|
+$795K
|
+21,507
|
+6%
|
|
|
9
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$11M
|
–
|
–
|
–
|
|
|
10
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$10.5M
|
+$345K
|
+9,346
|
+3%
|
|
|
11
|
GHP Investment Advisors
Denver,
Colorado
|
$9.66M
|
+$497K
|
+13,443
|
+5%
|
|
|
12
|
Rainey & Randall Wealth Advisors
Celebration,
Florida
|
$8.48M
|
+$186K
|
+5,035
|
+2%
|
|
|
13
|
US Bancorp
Minneapolis,
Minnesota
|
$8.08M
|
+$4.31M
|
+116,597
|
+109%
|
|
|
14
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$7.91M
|
-$20.8K
|
-563
|
-0.3%
|
|
|
15
|
Peak Financial Management
Wellesley,
Massachusetts
|
$7.32M
|
+$72.5K
|
+1,961
|
+1%
|
|
|
16
|
Northern Trust
Chicago,
Illinois
|
$7.05M
|
+$148K
|
+4,000
|
+2%
|
|
|
17
|
Brouwer & Janachowski
Mill Valley,
California
|
$6.97M
|
-$11.3M
|
-305,835
|
-61%
|
|
|
18
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$6.88M
|
+$965K
|
+26,108
|
+16%
|
|
|
19
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$5.67M
|
-$2.47M
|
-66,794
|
-30%
|
|
|
20
|
|
$5.63M
|
-$109K
|
-2,948
|
-2%
|
|
|
21
|
Sequoia Financial Advisors
Akron,
Ohio
|
$5.57M
|
+$2.09M
|
+56,566
|
+58%
|
|
|
22
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$5.31M
|
+$114K
|
+3,083
|
+2%
|
|
|
23
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$5.16M
|
-$1.74M
|
-47,123
|
-25%
|
|
|
24
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$4.77M
|
+$348K
|
+9,412
|
+8%
|
|
|
25
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$4.75M
|
-$207K
|
-5,604
|
-4%
|
|
