|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$157M
|
+$46.9M
|
+2,237,931
|
+38%
|
|
|
2
|
|
$20.3M
|
+$21.7M
|
+1,038,004
|
New
|
|
|
3
|
Charles Schwab
San Francisco,
California
|
$17.7M
|
+$1.5M
|
+71,710
|
+9%
|
|
|
4
|
JMG Financial Group
Downers Grove,
Illinois
|
$15M
|
+$3.71M
|
+177,318
|
+30%
|
|
|
5
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$13.1M
|
+$11.7M
|
+558,518
|
+490%
|
|
|
6
|
Evensky & Katz
Coral Gables,
Florida
|
$12.4M
|
+$11.3M
|
+537,033
|
+544%
|
|
|
7
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$12.3M
|
+$5.1M
|
+243,657
|
+63%
|
|
|
8
|
Emery Howard Portfolio Management
Burlingame,
California
|
$12M
|
+$1.32M
|
+63,165
|
+11%
|
|
|
9
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$10.5M
|
+$6.95M
|
+331,912
|
+161%
|
|
|
10
|
|
$10.1M
|
+$10.8M
|
+516,478
|
New
|
|
|
11
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$9.97M
|
+$7.97M
|
+380,607
|
+292%
|
|
|
12
|
Bouchey Financial Group
Troy,
New York
|
$9.45M
|
-$2.28M
|
-108,793
|
-18%
|
|
|
13
|
WealthTrust Fairport
Cleveland,
Ohio
|
$8.72M
|
+$9.36M
|
+446,863
|
New
|
|
|
14
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$8.56M
|
+$2.37M
|
+112,905
|
+35%
|
|
|
15
|
BCWM LLC
Overland Park,
Kansas
|
$7.74M
|
+$192K
|
+9,163
|
+2%
|
|
|
16
|
Destination Wealth Management
Walnut Creek,
California
|
$7.45M
|
+$7.5M
|
+357,985
|
+1,493%
|
|
|
17
|
Frontier Investment Management
Dallas,
Texas
|
$6.49M
|
+$4.22M
|
+201,348
|
+153%
|
|
|
18
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$5.75M
|
+$6.16M
|
+293,920
|
+53,440%
|
|
|
19
|
Old Mission Capital
Chicago,
Illinois
|
$5.36M
|
+$1.58M
|
+75,230
|
+38%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$5.15M
|
+$4.64M
|
+221,660
|
+525%
|
|
|
21
|
Sequoia Financial Advisors
Akron,
Ohio
|
$4.76M
|
+$759K
|
+36,247
|
+17%
|
|
|
22
|
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
$4.68M
|
+$5.03M
|
+240,114
|
New
|
|
|
23
|
Valentine Ventures
Bend,
Oregon
|
$4.67M
|
-$2.69M
|
-128,162
|
-35%
|
|
|
24
|
United Capital Financial Advisors
Irving,
Texas
|
$4.66M
|
-$659K
|
-31,449
|
-12%
|
|
|
25
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$4.48M
|
+$4.82M
|
+229,850
|
New
|
|
