|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$28.7M
|
+$3.87M
|
+166,835
|
+16%
|
|
|
2
|
Vigilant Capital Management
Portland,
Maine
|
$18M
|
+$588K
|
+25,355
|
+4%
|
|
|
3
|
Charles Schwab
San Francisco,
California
|
$14.1M
|
+$2.08M
|
+89,559
|
+18%
|
|
|
4
|
HighTower Advisors
Chicago,
Illinois
|
$12.9M
|
+$3.81M
|
+164,335
|
+45%
|
|
|
5
|
BCWM LLC
Overland Park,
Kansas
|
$11.5M
|
+$1.31M
|
+56,369
|
+14%
|
|
|
6
|
Kays Financial Advisory
Atlanta,
Georgia
|
$8.51M
|
+$1.1M
|
+47,433
|
+16%
|
|
|
7
|
3D Asset Management
Hartford,
Connecticut
|
$6.99M
|
-$1.44M
|
-61,910
|
-18%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.67M
|
+$409K
|
+17,629
|
+7%
|
|
|
9
|
United Capital Financial Advisors
Irving,
Texas
|
$6.13M
|
+$5.41M
|
+233,364
|
+1,248%
|
|
|
10
|
Alpha Capital Management
Austin,
Texas
|
$5.91M
|
+$751K
|
+32,369
|
+15%
|
|
|
11
|
North Star Asset Management
Neenah,
Wisconsin
|
$3.78M
|
+$158K
|
+6,811
|
+5%
|
|
|
12
|
Brouwer & Janachowski
Mill Valley,
California
|
$3.59M
|
+$676K
|
+29,127
|
+25%
|
|
|
13
|
Courage Miller Partners
Norfolk,
Virginia
|
$3.15M
|
+$3M
|
+129,294
|
New
|
|
|
14
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$3.13M
|
+$225K
|
+9,697
|
+8%
|
|
|
15
|
Lattice Strategies
Wayne,
Pennsylvania
|
$2.41M
|
-$230K
|
-9,930
|
-9%
|
|
|
16
|
Twele Capital Management
Minnetonka,
Minnesota
|
$2.36M
|
+$8.12K
|
+350
|
+0.4%
|
|
|
17
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$2.34M
|
+$201K
|
+8,684
|
+10%
|
|
|
18
|
JMG Financial Group
Downers Grove,
Illinois
|
$2.33M
|
+$613K
|
+26,421
|
+38%
|
|
|
19
|
Empirical Wealth Management
Seattle,
Washington
|
$2.32M
|
+$885K
|
+38,159
|
+67%
|
|
|
20
|
Gateway Advisory
Westfield,
New Jersey
|
$2.29M
|
+$248K
|
+10,679
|
+13%
|
|
|
21
|
Cabot Wealth Management
Salem,
Massachusetts
|
$2.09M
|
-$1.5M
|
-64,736
|
-43%
|
|
|
22
|
Bank of New York Mellon
New York
|
$1.81M
|
+$401K
|
+17,289
|
+30%
|
|
|
23
|
Madden Advisory Services
Jacksonville,
Florida
|
$1.79M
|
-$178K
|
-7,653
|
-9%
|
|
|
24
|
|
$1.63M
|
-$744K
|
-32,071
|
-32%
|
|
|
25
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$1.43M
|
+$998K
|
+43,011
|
+275%
|
|
