|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$735M
|
-$14.1M
|
-582,176
|
-2%
|
|
|
2
|
Hamilton Capital
Columbus,
Ohio
|
$135M
|
+$30.6M
|
+1,263,917
|
+31%
|
|
|
3
|
Financial Engines Advisors
Santa Clara,
California
|
$125M
|
-$9.97M
|
-411,549
|
-7%
|
|
|
4
|
Creative Planning
Overland Park,
Kansas
|
$93.6M
|
+$86.5M
|
+3,567,869
|
+872%
|
|
|
5
|
Mather Group
Chicago,
Illinois
|
$64.2M
|
+$3.87M
|
+159,691
|
+6%
|
|
|
6
|
WealthTrust Fairport
Cleveland,
Ohio
|
$57.5M
|
+$1.19M
|
+49,062
|
+2%
|
|
|
7
|
Charles Schwab
San Francisco,
California
|
$56.3M
|
+$4.44M
|
+183,039
|
+8%
|
|
|
8
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$51.8M
|
-$4.36M
|
-179,958
|
-8%
|
|
|
9
|
Signature Financial Management
Norfolk,
Virginia
|
$30.4M
|
+$12M
|
+496,500
|
+62%
|
|
|
10
|
United Capital Financial Advisors
Irving,
Texas
|
$28M
|
-$2.71M
|
-111,863
|
-9%
|
|
|
11
|
BCWM LLC
Overland Park,
Kansas
|
$27.7M
|
+$284K
|
+11,710
|
+11%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$27.2M
|
+$18.4M
|
+759,476
|
+191%
|
|
|
13
|
Emery Howard Portfolio Management
Burlingame,
California
|
$26.3M
|
-$515K
|
-21,244
|
-2%
|
|
|
14
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$24.8M
|
-$369K
|
-15,248
|
-1%
|
|
|
15
|
Total Investment Management
Scottsdale,
Arizona
|
$23.4M
|
+$22.1M
|
+911,923
|
New
|
|
|
16
|
|
$22.5M
|
-$424K
|
-17,492
|
-2%
|
|
|
17
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$19.6M
|
+$6.71M
|
+277,005
|
+50%
|
|
|
18
|
Valentine Ventures
Bend,
Oregon
|
$19.2M
|
+$19.8M
|
+817,105
|
New
|
|
|
19
|
Pension Partners
New York
|
$17.1M
|
+$16.3M
|
+673,998
|
+1,310%
|
|
|
20
|
Rafferty Asset Management
New York
|
$16.9M
|
-$2.44M
|
-100,825
|
-12%
|
|
|
21
|
Cooper/Haims Advisors
Victor,
New York
|
$16.8M
|
+$514K
|
+21,225
|
+3%
|
|
|
22
|
Alpha Capital Management
Austin,
Texas
|
$14.5M
|
+$229K
|
+9,432
|
+2%
|
|
|
23
|
QCI Asset Management
Pittsford,
New York
|
$14.4M
|
-$1.36M
|
-55,945
|
-8%
|
|
|
24
|
JMG Financial Group
Downers Grove,
Illinois
|
$13.9M
|
+$4.87M
|
+201,163
|
+51%
|
|
|
25
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$13.7M
|
+$263K
|
+10,842
|
+2%
|
|
