|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$309M
|
+$38M
|
+1,850,183
|
+15%
|
|
|
2
|
|
$26.7M
|
+$320K
|
+15,582
|
+1%
|
|
|
3
|
WealthTrust Fairport
Cleveland,
Ohio
|
$26.6M
|
+$917K
|
+44,590
|
+4%
|
|
|
4
|
Charles Schwab
San Francisco,
California
|
$19.8M
|
-$126K
|
-6,135
|
-0.7%
|
|
|
5
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$19M
|
+$2.22M
|
+107,846
|
+14%
|
|
|
6
|
Emery Howard Portfolio Management
Burlingame,
California
|
$18M
|
+$661K
|
+32,169
|
+4%
|
|
|
7
|
Krilogy Financial
St. Louis,
Missouri
|
$10.8M
|
-$308K
|
-15,007
|
-3%
|
|
|
8
|
Bouchey Financial Group
Troy,
New York
|
$9.47M
|
-$533K
|
-25,910
|
-6%
|
|
|
9
|
JMG Financial Group
Downers Grove,
Illinois
|
$9.3M
|
-$1.06M
|
-51,511
|
-11%
|
|
|
10
|
Valentine Ventures
Bend,
Oregon
|
$7.68M
|
-$39.6K
|
-1,926
|
-0.5%
|
|
|
11
|
Frontier Investment Management
Dallas,
Texas
|
$7.61M
|
-$151K
|
-7,325
|
-2%
|
|
|
12
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$7.55M
|
+$1.51M
|
+73,491
|
+26%
|
|
|
13
|
Premier Asset Management
Chicago,
Illinois
|
$6.59M
|
+$6.36M
|
+309,654
|
New
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$6.05M
|
+$377K
|
+18,354
|
+7%
|
|
|
15
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$5.19M
|
+$35.6K
|
+1,733
|
+0.7%
|
|
|
16
|
North Star Asset Management
Neenah,
Wisconsin
|
$4.98M
|
-$196K
|
-9,524
|
-4%
|
|
|
17
|
Frontier Wealth Management
Kansas City,
Missouri
|
$4.94M
|
-$85.5K
|
-4,159
|
-2%
|
|
|
18
|
Garde Capital
Seattle,
Washington
|
$4.88M
|
+$37.5K
|
+1,822
|
+0.8%
|
|
|
19
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$4.74M
|
+$274K
|
+13,309
|
+6%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.25M
|
+$3.63M
|
+176,486
|
+765%
|
|
|
21
|
Virtu KCG Holdings
New York
|
$4.18M
|
+$4.03M
|
+196,258
|
New
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
$3.98M
|
-$935K
|
-45,507
|
-20%
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.88M
|
+$244K
|
+11,850
|
+7%
|
|
|
24
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$3.57M
|
+$28.1K
|
+1,366
|
+0.8%
|
|
|
25
|
BCWM LLC
Overland Park,
Kansas
|
$3.48M
|
-$4.39M
|
-213,463
|
-57%
|
|
