|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$360M
|
+$24.9M
|
+1,101,834
|
+8%
|
|
|
2
|
WealthTrust Fairport
Cleveland,
Ohio
|
$30.1M
|
+$1.32M
|
+58,538
|
+5%
|
|
|
3
|
|
$28.1M
|
-$764K
|
-33,813
|
-3%
|
|
|
4
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$24.2M
|
+$3.28M
|
+145,366
|
+16%
|
|
|
5
|
Charles Schwab
San Francisco,
California
|
$21.9M
|
+$443K
|
+19,600
|
+2%
|
|
|
6
|
Emery Howard Portfolio Management
Burlingame,
California
|
$20.2M
|
+$681K
|
+30,177
|
+4%
|
|
|
7
|
Krilogy Financial
St. Louis,
Missouri
|
$13.2M
|
+$1.54M
|
+68,157
|
+13%
|
|
|
8
|
JMG Financial Group
Downers Grove,
Illinois
|
$10.3M
|
+$243K
|
+10,776
|
+2%
|
|
|
9
|
Bouchey Financial Group
Troy,
New York
|
$9.28M
|
-$954K
|
-42,250
|
-9%
|
|
|
10
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$9.16M
|
+$961K
|
+42,538
|
+12%
|
|
|
11
|
Apriem Advisors
Irvine,
California
|
$8.62M
|
+$8.36M
|
+370,142
|
+10,542%
|
|
|
12
|
Frontier Investment Management
Dallas,
Texas
|
$7.93M
|
-$308K
|
-13,638
|
-4%
|
|
|
13
|
Valentine Ventures
Bend,
Oregon
|
$7.89M
|
-$419K
|
-18,543
|
-5%
|
|
|
14
|
Premier Asset Management
Chicago,
Illinois
|
$7.25M
|
+$108K
|
+4,780
|
+2%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$6.74M
|
+$187K
|
+8,269
|
+3%
|
|
|
16
|
Appleton Group
Appleton,
Wisconsin
|
$6.7M
|
+$6.56M
|
+290,309
|
New
|
|
|
17
|
Merriman Wealth Management
Seattle,
Washington
|
$6.51M
|
+$6.38M
|
+282,460
|
New
|
|
|
18
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$5.95M
|
+$324K
|
+14,339
|
+6%
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$5.93M
|
+$1.58M
|
+70,116
|
+38%
|
|
|
20
|
North Star Asset Management
Neenah,
Wisconsin
|
$5.31M
|
-$76K
|
-3,364
|
-1%
|
|
|
21
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$5.31M
|
+$171K
|
+7,553
|
+3%
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.43M
|
+$224K
|
+9,903
|
+5%
|
|
|
23
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$4.38M
|
+$1.78M
|
+78,712
|
+71%
|
|
|
24
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$4.16M
|
+$947K
|
+41,942
|
+30%
|
|
|
25
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$4.05M
|
+$176K
|
+7,791
|
+5%
|
|
