|
1
|
BCWM LLC
Overland Park,
Kansas
|
$103M
|
-$754K
|
-30,160
|
-7%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$17.5M
|
-$49.6M
|
-1,983,822
|
-73%
|
|
|
3
|
Charles Schwab
San Francisco,
California
|
$17.1M
|
+$1.99M
|
+79,597
|
+12%
|
|
|
4
|
HighTower Advisors
Chicago,
Illinois
|
$13.1M
|
+$855K
|
+34,198
|
+7%
|
|
|
5
|
JMG Financial Group
Downers Grove,
Illinois
|
$11.8M
|
+$8.48M
|
+339,191
|
+217%
|
|
|
6
|
Bouchey Financial Group
Troy,
New York
|
$11.7M
|
+$7.1M
|
+283,978
|
+138%
|
|
|
7
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$9.15M
|
+$9.57M
|
+383,012
|
New
|
|
|
8
|
Valentine Ventures
Bend,
Oregon
|
$8.62M
|
+$9.02M
|
+360,785
|
New
|
|
|
9
|
Kays Financial Advisory
Atlanta,
Georgia
|
$8.55M
|
-$60.1K
|
-2,403
|
-0.7%
|
|
|
10
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$8.5M
|
+$8.89M
|
+355,750
|
New
|
|
|
11
|
United Capital Financial Advisors
Irving,
Texas
|
$7.58M
|
+$2.09M
|
+83,641
|
+36%
|
|
|
12
|
Homrich & Berg
Atlanta,
Georgia
|
$7.2M
|
+$7.53M
|
+301,419
|
New
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.74M
|
+$534K
|
+21,372
|
+8%
|
|
|
14
|
FutureAdvisor
San Francisco,
California
|
$6.5M
|
+$6.8M
|
+272,191
|
New
|
|
|
15
|
Frontier Wealth Management
Kansas City,
Missouri
|
$5.92M
|
+$6.19M
|
+247,799
|
New
|
|
|
16
|
Ironwood Financial
Tucson,
Arizona
|
$5.03M
|
+$5.25M
|
+210,253
|
New
|
|
|
17
|
North Star Asset Management
Neenah,
Wisconsin
|
$4.98M
|
+$752K
|
+30,100
|
+17%
|
|
|
18
|
Vigilant Capital Management
Portland,
Maine
|
$4.75M
|
-$16M
|
-641,918
|
-76%
|
|
|
19
|
Brouwer & Janachowski
Mill Valley,
California
|
$4.43M
|
+$84.6K
|
+3,385
|
+2%
|
|
|
20
|
EP Wealth Advisors
Torrance,
California
|
$4.38M
|
+$4.58M
|
+183,385
|
New
|
|
|
21
|
Emery Howard Portfolio Management
Burlingame,
California
|
$4.26M
|
+$3.29M
|
+131,456
|
+281%
|
|
|
22
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$4.22M
|
+$3.54M
|
+141,777
|
+409%
|
|
|
23
|
Cabot Wealth Management
Salem,
Massachusetts
|
$3.88M
|
+$729K
|
+29,160
|
+22%
|
|
|
24
|
Empirical Wealth Management
Seattle,
Washington
|
$3.54M
|
+$1.31M
|
+52,341
|
+55%
|
|
|
25
|
Bank of New York Mellon
New York
|
$3.23M
|
+$531K
|
+21,256
|
+19%
|
|
