|
1
|
BCWM LLC
Overland Park,
Kansas
|
$104M
|
-$65.5K
|
-2,698
|
-0.6%
|
|
|
2
|
Charles Schwab
San Francisco,
California
|
$18.1M
|
+$680K
|
+28,013
|
+4%
|
|
|
3
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$18M
|
+$235K
|
+9,678
|
+1%
|
|
|
4
|
JMG Financial Group
Downers Grove,
Illinois
|
$16.1M
|
+$4.04M
|
+166,385
|
+34%
|
|
|
5
|
FutureAdvisor
San Francisco,
California
|
$13.4M
|
+$6.71M
|
+276,247
|
+101%
|
|
|
6
|
Bouchey Financial Group
Troy,
New York
|
$12.1M
|
+$211K
|
+8,705
|
+2%
|
|
|
7
|
Shine Investment Advisory Services
Lone Tree,
Colorado
|
$11.9M
|
+$11.9M
|
+488,740
|
New
|
|
|
8
|
Kays Financial Advisory
Atlanta,
Georgia
|
$9.04M
|
+$327K
|
+13,454
|
+4%
|
|
|
9
|
Valentine Ventures
Bend,
Oregon
|
$8.91M
|
+$124K
|
+5,104
|
+1%
|
|
|
10
|
United Capital Financial Advisors
Irving,
Texas
|
$8.55M
|
+$235K
|
+9,695
|
+3%
|
|
|
11
|
Emery Howard Portfolio Management
Burlingame,
California
|
$7.43M
|
+$3.08M
|
+126,844
|
+71%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.1M
|
+$226K
|
+9,287
|
+3%
|
|
|
13
|
Frontier Wealth Management
Kansas City,
Missouri
|
$6.57M
|
+$536K
|
+22,052
|
+9%
|
|
|
14
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$6.11M
|
-$2.55M
|
-105,013
|
-30%
|
|
|
15
|
Ironwood Financial
Tucson,
Arizona
|
$5.44M
|
+$320K
|
+13,184
|
+6%
|
|
|
16
|
Brouwer & Janachowski
Mill Valley,
California
|
$5.28M
|
+$758K
|
+31,207
|
+17%
|
|
|
17
|
North Star Asset Management
Neenah,
Wisconsin
|
$5.13M
|
+$54.2K
|
+2,230
|
+1%
|
|
|
18
|
Bank of New York Mellon
New York
|
$4.38M
|
+$1.09M
|
+44,969
|
+33%
|
|
|
19
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$4.36M
|
+$63.9K
|
+2,629
|
+1%
|
|
|
20
|
Cabot Wealth Management
Salem,
Massachusetts
|
$4.35M
|
+$394K
|
+16,221
|
+10%
|
|
|
21
|
Old Mission Capital
Chicago,
Illinois
|
$4.24M
|
+$4.23M
|
+174,231
|
New
|
|
|
22
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$3.87M
|
+$3.14M
|
+129,385
|
+437%
|
|
|
23
|
Courage Miller Partners
Norfolk,
Virginia
|
$3.85M
|
+$1.19M
|
+48,911
|
+45%
|
|
|
24
|
Empirical Wealth Management
Seattle,
Washington
|
$3.65M
|
+$35.2K
|
+1,451
|
+1%
|
|
|
25
|
Sequoia Financial Advisors
Akron,
Ohio
|
$3.34M
|
+$3.33M
|
+137,057
|
New
|
|
