|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$115M
|
+$101M
|
+3,947,501
|
+533%
|
|
|
2
|
FutureAdvisor
San Francisco,
California
|
$20.7M
|
+$7.63M
|
+298,021
|
+54%
|
|
|
3
|
Charles Schwab
San Francisco,
California
|
$19M
|
+$750K
|
+29,299
|
+4%
|
|
|
4
|
JMG Financial Group
Downers Grove,
Illinois
|
$17.3M
|
+$1.04M
|
+40,522
|
+6%
|
|
|
5
|
Bouchey Financial Group
Troy,
New York
|
$13.3M
|
+$1.05M
|
+41,029
|
+8%
|
|
|
6
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$12.6M
|
+$6.75M
|
+263,477
|
+105%
|
|
|
7
|
Shine Investment Advisory Services
Lone Tree,
Colorado
|
$12.2M
|
+$165K
|
+6,440
|
+1%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$10.8M
|
+$10.9M
|
+426,184
|
+2,994%
|
|
|
9
|
BCWM LLC
Overland Park,
Kansas
|
$10.5M
|
+$4.43K
|
+173
|
+0%
|
|
|
10
|
Kays Financial Advisory
Atlanta,
Georgia
|
$9.28M
|
+$166K
|
+6,466
|
+2%
|
|
|
11
|
Valentine Ventures
Bend,
Oregon
|
$8.97M
|
-$24.8K
|
-970
|
-0.3%
|
|
|
12
|
Emery Howard Portfolio Management
Burlingame,
California
|
$8.32M
|
+$858K
|
+33,527
|
+11%
|
|
|
13
|
United Capital Financial Advisors
Irving,
Texas
|
$7.71M
|
-$338K
|
-13,197
|
-4%
|
|
|
14
|
Tradewinds Capital Management
Bellingham,
Washington
|
$6.71M
|
+$6.93M
|
+270,695
|
+12,288%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.7M
|
-$489K
|
-19,088
|
-7%
|
|
|
16
|
|
$6.66M
|
+$3.75M
|
+146,471
|
+118%
|
|
|
17
|
Frontier Wealth Management
Kansas City,
Missouri
|
$6.58M
|
-$52.4K
|
-2,048
|
-0.8%
|
|
|
18
|
Brouwer & Janachowski
Mill Valley,
California
|
$6.47M
|
+$1.19M
|
+46,342
|
+21%
|
|
|
19
|
Ironwood Financial
Tucson,
Arizona
|
$5.46M
|
-$33.4K
|
-1,305
|
-0.6%
|
|
|
20
|
North Star Asset Management
Neenah,
Wisconsin
|
$5.43M
|
+$258K
|
+10,092
|
+5%
|
|
|
21
|
Old Mission Capital
Chicago,
Illinois
|
$5.08M
|
+$829K
|
+32,364
|
+19%
|
|
|
22
|
Bank of New York Mellon
New York
|
$5.03M
|
+$634K
|
+24,748
|
+14%
|
|
|
23
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$4.54M
|
+$139K
|
+5,430
|
+3%
|
|
|
24
|
Sequoia Financial Advisors
Akron,
Ohio
|
$4.34M
|
+$1.01M
|
+39,359
|
+29%
|
|
|
25
|
Mariner
Overland Park,
Kansas
|
$3.88M
|
+$3.27M
|
+127,674
|
+421%
|
|
