|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$23.3M
|
+$1.19M
|
+49,563
|
+6%
|
|
|
2
|
Vigilant Capital Management
Portland,
Maine
|
$16M
|
+$815K
|
+34,030
|
+6%
|
|
|
3
|
Charles Schwab
San Francisco,
California
|
$8.59M
|
+$3.71M
|
+155,012
|
+82%
|
|
|
4
|
3D Asset Management
Hartford,
Connecticut
|
$8.25M
|
+$1.87M
|
+77,927
|
+30%
|
|
|
5
|
HighTower Advisors
Chicago,
Illinois
|
$8.17M
|
+$1.49M
|
+62,295
|
+23%
|
|
|
6
|
BCWM LLC
Overland Park,
Kansas
|
$7.43M
|
-$373K
|
-15,578
|
-5%
|
|
|
7
|
Cobblestone Capital Advisors
Rochester,
New York
|
$6.76M
|
-$57.8K
|
-2,414
|
-0.9%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.23M
|
-$4.14M
|
-172,822
|
-41%
|
|
|
9
|
|
$5.54M
|
+$3.03M
|
+126,499
|
+128%
|
|
|
10
|
Piershale Financial Group
Barrington,
Illinois
|
$5.47M
|
+$5.33M
|
+222,666
|
New
|
|
|
11
|
Summit Asset Management
Memphis,
Tennessee
|
$5.45M
|
-$29.5K
|
-1,232
|
-0.6%
|
|
|
12
|
United Capital Financial Advisors
Irving,
Texas
|
$4.41M
|
+$112K
|
+4,693
|
+3%
|
|
|
13
|
North Star Asset Management
Neenah,
Wisconsin
|
$3.66M
|
+$1.39M
|
+58,059
|
+64%
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.49M
|
-$363K
|
-15,159
|
-10%
|
|
|
15
|
Cabot Wealth Management
Salem,
Massachusetts
|
$3.14M
|
+$2.65M
|
+110,589
|
+643%
|
|
|
16
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$2.88M
|
-$629K
|
-26,250
|
-18%
|
|
|
17
|
Lattice Strategies
Wayne,
Pennsylvania
|
$2.68M
|
-$265K
|
-11,075
|
-9%
|
|
|
18
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$2.38M
|
-$278K
|
-11,622
|
-11%
|
|
|
19
|
Twele Capital Management
Minnetonka,
Minnesota
|
$2.36M
|
-$10.3K
|
-430
|
-0.4%
|
|
|
20
|
Efficient Market Advisors
San Diego,
California
|
$2.35M
|
+$859K
|
+35,868
|
+60%
|
|
|
21
|
Madden Advisory Services
Jacksonville,
Florida
|
$2.04M
|
-$112K
|
-4,664
|
-5%
|
|
|
22
|
Gateway Advisory
Westfield,
New Jersey
|
$2M
|
+$186K
|
+7,773
|
+11%
|
|
|
23
|
Apriem Advisors
Irvine,
California
|
$1.55M
|
+$1.05M
|
+44,025
|
+234%
|
|
|
24
|
Empirical Wealth Management
Seattle,
Washington
|
$1.24M
|
+$111K
|
+4,654
|
+10%
|
|
|
25
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$1.2M
|
-$19.8K
|
-826
|
-2%
|
|
