|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$118M
|
+$24.9M
|
+1,136,854
|
+24%
|
|
|
2
|
FutureAdvisor
San Francisco,
California
|
$17.8M
|
+$728K
|
+33,263
|
+4%
|
|
|
3
|
Charles Schwab
San Francisco,
California
|
$16.9M
|
+$1.36M
|
+62,111
|
+8%
|
|
|
4
|
Bouchey Financial Group
Troy,
New York
|
$12M
|
+$1.18M
|
+54,090
|
+10%
|
|
|
5
|
JMG Financial Group
Downers Grove,
Illinois
|
$12M
|
-$2.42M
|
-110,566
|
-16%
|
|
|
6
|
Brouwer & Janachowski
Mill Valley,
California
|
$11.5M
|
+$6.65M
|
+303,797
|
+115%
|
|
|
7
|
Emery Howard Portfolio Management
Burlingame,
California
|
$11.2M
|
+$4.72M
|
+215,735
|
+64%
|
|
|
8
|
Krilogy Financial
St. Louis,
Missouri
|
$9.63M
|
+$10.4M
|
+476,211
|
New
|
|
|
9
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$8.5M
|
-$2.77M
|
-126,792
|
-25%
|
|
|
10
|
BCWM LLC
Overland Park,
Kansas
|
$7.83M
|
-$864K
|
-39,496
|
-9%
|
|
|
11
|
|
$7.53M
|
+$2.22M
|
+101,541
|
+37%
|
|
|
12
|
Valentine Ventures
Bend,
Oregon
|
$7.43M
|
+$54K
|
+2,467
|
+0.7%
|
|
|
13
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$6.58M
|
+$7.12M
|
+325,668
|
New
|
|
|
14
|
LPL Financial
San Diego,
California
|
$5.58M
|
+$2.74M
|
+125,100
|
+91%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$5.55M
|
+$4.5M
|
+205,563
|
+297%
|
|
|
16
|
United Capital Financial Advisors
Irving,
Texas
|
$5.46M
|
-$951K
|
-43,492
|
-14%
|
|
|
17
|
Frontier Wealth Management
Kansas City,
Missouri
|
$5.31M
|
-$112K
|
-5,137
|
-2%
|
|
|
18
|
North Star Asset Management
Neenah,
Wisconsin
|
$5.08M
|
+$667K
|
+30,481
|
+14%
|
|
|
19
|
Ironwood Financial
Tucson,
Arizona
|
$4.87M
|
+$409K
|
+18,705
|
+8%
|
|
|
20
|
Bank of New York Mellon
New York
|
$4.87M
|
+$789K
|
+36,050
|
+18%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.66M
|
-$918K
|
-41,962
|
-15%
|
|
|
22
|
Sequoia Financial Advisors
Akron,
Ohio
|
$4.2M
|
+$688K
|
+31,430
|
+18%
|
|
|
23
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$4.17M
|
+$1.1M
|
+50,166
|
+32%
|
|
|
24
|
Old Mission Capital
Chicago,
Illinois
|
$4.03M
|
-$157K
|
-7,161
|
-3%
|
|
|
25
|
Rand Wealth
Baltimore,
Maryland
|
$3.67M
|
+$3.97M
|
+181,451
|
New
|
|
