|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$68.7M
|
+$36.9M
|
+1,461,666
|
+124%
|
|
|
2
|
Vigilant Capital Management
Portland,
Maine
|
$20.4M
|
+$1.14M
|
+45,065
|
+6%
|
|
|
3
|
Charles Schwab
San Francisco,
California
|
$15.8M
|
+$661K
|
+26,210
|
+5%
|
|
|
4
|
HighTower Advisors
Chicago,
Illinois
|
$13.9M
|
+$123K
|
+4,886
|
+0.9%
|
|
|
5
|
BCWM LLC
Overland Park,
Kansas
|
$12.1M
|
-$150K
|
-5,963
|
-1%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$11.4M
|
+$11.1M
|
+439,106
|
New
|
|
|
7
|
Kays Financial Advisory
Atlanta,
Georgia
|
$9.2M
|
+$90K
|
+3,567
|
+1%
|
|
|
8
|
3D Asset Management
Hartford,
Connecticut
|
$7.62M
|
+$136K
|
+5,398
|
+2%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.13M
|
-$11.2K
|
-444
|
-0.2%
|
|
|
10
|
United Capital Financial Advisors
Irving,
Texas
|
$6.53M
|
-$33.5K
|
-1,326
|
-0.5%
|
|
|
11
|
Bouchey Financial Group
Troy,
New York
|
$4.78M
|
+$4.64M
|
+183,805
|
New
|
|
|
12
|
North Star Asset Management
Neenah,
Wisconsin
|
$4.52M
|
+$459K
|
+18,186
|
+12%
|
|
|
13
|
Brouwer & Janachowski
Mill Valley,
California
|
$4.11M
|
+$260K
|
+10,288
|
+7%
|
|
|
14
|
JMG Financial Group
Downers Grove,
Illinois
|
$3.53M
|
+$1.01M
|
+39,942
|
+42%
|
|
|
15
|
Courage Miller Partners
Norfolk,
Virginia
|
$3.4M
|
+$35.1K
|
+1,390
|
+1%
|
|
|
16
|
Cabot Wealth Management
Salem,
Massachusetts
|
$3.05M
|
+$783K
|
+31,048
|
+36%
|
|
|
17
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$3M
|
-$339K
|
-13,420
|
-10%
|
|
|
18
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$2.58M
|
+$70.4K
|
+2,792
|
+3%
|
|
|
19
|
Gateway Advisory
Westfield,
New Jersey
|
$2.56M
|
+$102K
|
+4,038
|
+4%
|
|
|
20
|
Bank of New York Mellon
New York
|
$2.54M
|
+$583K
|
+23,123
|
+31%
|
|
|
21
|
ProVise Management Group
Clearwater,
Florida
|
$2.51M
|
+$2.43M
|
+96,370
|
New
|
|
|
22
|
Empirical Wealth Management
Seattle,
Washington
|
$2.49M
|
+$3.94K
|
+156
|
+0.2%
|
|
|
23
|
|
$2.34M
|
+$987K
|
+39,118
|
+77%
|
|
|
24
|
Lattice Strategies
Wayne,
Pennsylvania
|
$1.96M
|
-$598K
|
-23,690
|
-24%
|
|
|
25
|
Madden Advisory Services
Jacksonville,
Florida
|
$1.84M
|
-$72.4K
|
-2,870
|
-4%
|
|
