|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$24.9M
|
+$1.6M
|
+63,612
|
+7%
|
|
|
2
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$21.5M
|
+$18.3M
|
+730,125
|
+514%
|
|
|
3
|
Vigilant Capital Management
Portland,
Maine
|
$17.6M
|
+$1.58M
|
+62,710
|
+10%
|
|
|
4
|
Charles Schwab
San Francisco,
California
|
$12.1M
|
+$3.73M
|
+148,387
|
+43%
|
|
|
5
|
BCWM LLC
Overland Park,
Kansas
|
$10.2M
|
+$2.87M
|
+114,220
|
+38%
|
|
|
6
|
HighTower Advisors
Chicago,
Illinois
|
$9M
|
+$848K
|
+33,746
|
+10%
|
|
|
7
|
3D Asset Management
Hartford,
Connecticut
|
$8.59M
|
+$340K
|
+13,535
|
+4%
|
|
|
8
|
Tradewinds Capital Management
Bellingham,
Washington
|
$8.49M
|
+$8.67M
|
+345,186
|
New
|
|
|
9
|
Kays Financial Advisory
Atlanta,
Georgia
|
$7.44M
|
+$7.59M
|
+302,280
|
New
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.31M
|
+$80.9K
|
+3,218
|
+1%
|
|
|
11
|
Alpha Capital Management
Austin,
Texas
|
$5.17M
|
+$5.28M
|
+210,324
|
New
|
|
|
12
|
Apriem Advisors
Irvine,
California
|
$4.05M
|
+$2.56M
|
+101,911
|
+162%
|
|
|
13
|
Cabot Wealth Management
Salem,
Massachusetts
|
$3.71M
|
+$576K
|
+22,939
|
+18%
|
|
|
14
|
North Star Asset Management
Neenah,
Wisconsin
|
$3.65M
|
-$7.08K
|
-282
|
-0.2%
|
|
|
15
|
Cobblestone Capital Advisors
Rochester,
New York
|
$3.06M
|
-$3.79M
|
-150,680
|
-55%
|
|
|
16
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$2.93M
|
+$41.5K
|
+1,650
|
+1%
|
|
|
17
|
Brouwer & Janachowski
Mill Valley,
California
|
$2.92M
|
+$2.98M
|
+118,565
|
New
|
|
|
18
|
Lattice Strategies
Wayne,
Pennsylvania
|
$2.68M
|
–
|
–
|
–
|
|
|
19
|
Efficient Market Advisors
San Diego,
California
|
$2.61M
|
+$268K
|
+10,657
|
+11%
|
|
|
20
|
|
$2.43M
|
-$3.17M
|
-126,362
|
-56%
|
|
|
21
|
Twele Capital Management
Minnetonka,
Minnesota
|
$2.38M
|
+$18.7K
|
+745
|
+0.8%
|
|
|
22
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$2.16M
|
-$232K
|
-9,249
|
-10%
|
|
|
23
|
Gateway Advisory
Westfield,
New Jersey
|
$2.06M
|
+$50.6K
|
+2,012
|
+2%
|
|
|
24
|
Madden Advisory Services
Jacksonville,
Florida
|
$2M
|
-$40.8K
|
-1,625
|
-2%
|
|
|
25
|
JMG Financial Group
Downers Grove,
Illinois
|
$1.71M
|
+$1.03M
|
+41,055
|
+145%
|
|
