|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$854M
|
+$43.3M
|
+1,210,588
|
+5%
|
|
|
2
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$72.4M
|
+$10.1M
|
+283,431
|
+14%
|
|
|
3
|
Mather Group
Chicago,
Illinois
|
$34.4M
|
+$328K
|
+9,188
|
+1%
|
|
|
4
|
|
$17.8M
|
+$730K
|
+20,415
|
+4%
|
|
|
5
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$15.8M
|
-$1.94M
|
-54,336
|
-11%
|
|
|
6
|
Estate Counselors
Thiensville,
Wisconsin
|
$14.8M
|
+$775K
|
+21,690
|
+6%
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$14M
|
+$14M
|
+391,765
|
New
|
|
|
8
|
Charles Schwab
San Francisco,
California
|
$13.5M
|
+$498K
|
+13,948
|
+4%
|
|
|
9
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$10.5M
|
+$131K
|
+3,661
|
+1%
|
|
|
10
|
GHP Investment Advisors
Denver,
Colorado
|
$10.1M
|
+$590K
|
+16,515
|
+6%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$9.34M
|
-$3.52M
|
-98,602
|
-27%
|
|
|
12
|
Rainey & Randall Wealth Advisors
Celebration,
Florida
|
$8.6M
|
+$216K
|
+6,040
|
+3%
|
|
|
13
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$8.16M
|
+$339K
|
+9,474
|
+4%
|
|
|
14
|
US Bancorp
Minneapolis,
Minnesota
|
$7.82M
|
-$165K
|
-4,628
|
-2%
|
|
|
15
|
|
$7.45M
|
+$7.47M
|
+208,957
|
New
|
|
|
16
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$7.4M
|
+$620K
|
+17,362
|
+9%
|
|
|
17
|
Peak Financial Management
Wellesley,
Massachusetts
|
$7.2M
|
-$44.5K
|
-1,245
|
-0.6%
|
|
|
18
|
Northern Trust
Chicago,
Illinois
|
$6.97M
|
–
|
–
|
–
|
|
|
19
|
Brouwer & Janachowski
Mill Valley,
California
|
$6.88M
|
-$14.7K
|
-411
|
-0.2%
|
|
|
20
|
Sequoia Financial Advisors
Akron,
Ohio
|
$5.8M
|
+$294K
|
+8,241
|
+5%
|
|
|
21
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$5.74M
|
+$133K
|
+3,730
|
+2%
|
|
|
22
|
|
$5.69M
|
+$127K
|
+3,557
|
+2%
|
|
|
23
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$5.46M
|
+$214K
|
+5,988
|
+4%
|
|
|
24
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$5.29M
|
+$190K
|
+5,309
|
+4%
|
|
|
25
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$5.07M
|
+$356K
|
+9,972
|
+8%
|
|
