|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$174M
|
+$5.64M
|
+385,830
|
+3%
|
|
|
2
|
Charles Schwab
San Francisco,
California
|
$22.7M
|
+$9.11M
|
+623,824
|
+72%
|
|
|
3
|
Cobblestone Capital Advisors
Rochester,
New York
|
$16.3M
|
+$9.82M
|
+672,566
|
+167%
|
|
|
4
|
HighTower Advisors
Chicago,
Illinois
|
$12.8M
|
+$841K
|
+57,566
|
+7%
|
|
|
5
|
Vector Wealth Management
Minneapolis,
Minnesota
|
$9.94M
|
+$209K
|
+14,336
|
+2%
|
|
|
6
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$9.38M
|
+$5.84M
|
+399,646
|
+184%
|
|
|
7
|
Apriem Advisors
Irvine,
California
|
$8.69M
|
+$5.85M
|
+400,212
|
+233%
|
|
|
8
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$8.66M
|
-$8.2M
|
-561,720
|
-50%
|
|
|
9
|
BBVA USA Bancshares
Houston,
Texas
|
$7.35M
|
+$98.3K
|
+6,730
|
+1%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.07M
|
+$853K
|
+58,394
|
+14%
|
|
|
11
|
3D Asset Management
Hartford,
Connecticut
|
$6.69M
|
-$771K
|
-52,800
|
-11%
|
|
|
12
|
Gateway Advisory
Westfield,
New Jersey
|
$6.17M
|
+$360K
|
+24,646
|
+6%
|
|
|
13
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$6.16M
|
+$642K
|
+43,980
|
+12%
|
|
|
14
|
Condor Capital Management
Martinsville,
New Jersey
|
$5.44M
|
+$201K
|
+13,750
|
+4%
|
|
|
15
|
United Capital Financial Advisors
Irving,
Texas
|
$4.8M
|
+$768K
|
+52,586
|
+20%
|
|
|
16
|
Piershale Financial Group
Barrington,
Illinois
|
$4.6M
|
+$119K
|
+8,146
|
+3%
|
|
|
17
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$4.1M
|
+$3.27M
|
+223,632
|
+485%
|
|
|
18
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$4.01M
|
-$107K
|
-7,350
|
-3%
|
|
|
19
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$3.98M
|
-$17.6K
|
-1,206
|
-0.5%
|
|
|
20
|
Avalon Capital Management
Port Of Redwood City,
California
|
$3.92M
|
+$3.77M
|
+258,280
|
New
|
|
|
21
|
BCWM LLC
Overland Park,
Kansas
|
$3.92M
|
-$125K
|
-8,536
|
-3%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$3.82M
|
+$46.3K
|
+3,170
|
+1%
|
|
|
23
|
Mosaic Financial Partners
San Francisco,
California
|
$3.79M
|
-$288K
|
-19,686
|
-7%
|
|
|
24
|
White Pine Investment Company
Livonia,
Michigan
|
$3.28M
|
+$517K
|
+35,372
|
+20%
|
|
|
25
|
GHP Investment Advisors
Denver,
Colorado
|
$3.09M
|
+$142K
|
+9,730
|
+5%
|
|
