|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$69M
|
+$2M
|
+74,557
|
+3%
|
|
|
2
|
Vigilant Capital Management
Portland,
Maine
|
$21.3M
|
+$1.48M
|
+54,990
|
+7%
|
|
|
3
|
Charles Schwab
San Francisco,
California
|
$16.2M
|
+$785K
|
+29,209
|
+5%
|
|
|
4
|
HighTower Advisors
Chicago,
Illinois
|
$13.1M
|
-$564K
|
-20,986
|
-4%
|
|
|
5
|
Kays Financial Advisory
Atlanta,
Georgia
|
$9.14M
|
+$180K
|
+6,711
|
+2%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.63M
|
-$348K
|
-12,939
|
-5%
|
|
|
7
|
Piershale Financial Group
Barrington,
Illinois
|
$5.97M
|
+$6.31M
|
+235,076
|
New
|
|
|
8
|
United Capital Financial Advisors
Irving,
Texas
|
$5.93M
|
-$459K
|
-17,089
|
-7%
|
|
|
9
|
Bouchey Financial Group
Troy,
New York
|
$5.22M
|
+$583K
|
+21,686
|
+12%
|
|
|
10
|
Courage Miller Partners
Norfolk,
Virginia
|
$5.18M
|
+$1.97M
|
+73,228
|
+56%
|
|
|
11
|
Brouwer & Janachowski
Mill Valley,
California
|
$4.63M
|
+$650K
|
+24,214
|
+15%
|
|
|
12
|
North Star Asset Management
Neenah,
Wisconsin
|
$4.53M
|
+$129K
|
+4,802
|
+3%
|
|
|
13
|
3D Asset Management
Hartford,
Connecticut
|
$4.33M
|
-$3.28M
|
-122,202
|
-42%
|
|
|
14
|
JMG Financial Group
Downers Grove,
Illinois
|
$3.98M
|
+$562K
|
+20,927
|
+15%
|
|
|
15
|
|
$3.41M
|
+$2.91M
|
+108,302
|
+419%
|
|
|
16
|
Cabot Wealth Management
Salem,
Massachusetts
|
$3.38M
|
+$435K
|
+16,187
|
+14%
|
|
|
17
|
Bank of New York Mellon
New York
|
$2.89M
|
+$432K
|
+16,084
|
+16%
|
|
|
18
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$2.86M
|
-$71.7K
|
-2,670
|
-2%
|
|
|
19
|
Pring Turner Capital Group
Alamo,
California
|
$2.74M
|
+$2.89M
|
+107,740
|
New
|
|
|
20
|
Gateway Advisory
Westfield,
New Jersey
|
$2.56M
|
+$69.8K
|
+2,599
|
+3%
|
|
|
21
|
Evensky & Katz
Coral Gables,
Florida
|
$2.5M
|
+$2.44M
|
+90,793
|
+1,211%
|
|
|
22
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$2.49M
|
-$27.6K
|
-1,028
|
-1%
|
|
|
23
|
ProVise Management Group
Clearwater,
Florida
|
$2.47M
|
+$24.1K
|
+898
|
+0.9%
|
|
|
24
|
Empirical Wealth Management
Seattle,
Washington
|
$2.44M
|
+$7.28K
|
+271
|
+0.3%
|
|
|
25
|
|
$2.19M
|
+$2.32M
|
+86,259
|
New
|
|
