|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$185M
|
+$5.35M
|
+344,072
|
+3%
|
|
|
2
|
Personal Capital Advisors
Redwood City,
California
|
$40.5M
|
+$40M
|
+2,570,606
|
New
|
|
|
3
|
Charles Schwab
San Francisco,
California
|
$31.4M
|
+$7.87M
|
+505,594
|
+34%
|
|
|
4
|
Cobblestone Capital Advisors
Rochester,
New York
|
$17.7M
|
+$780K
|
+50,140
|
+5%
|
|
|
5
|
HighTower Advisors
Chicago,
Illinois
|
$16.9M
|
+$3.59M
|
+230,976
|
+28%
|
|
|
6
|
Vector Wealth Management
Minneapolis,
Minnesota
|
$10.5M
|
+$195K
|
+12,562
|
+2%
|
|
|
7
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$10.3M
|
+$599K
|
+38,516
|
+6%
|
|
|
8
|
Apriem Advisors
Irvine,
California
|
$10.2M
|
+$1.14M
|
+73,410
|
+13%
|
|
|
9
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$9.1M
|
+$114K
|
+7,318
|
+1%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.22M
|
+$880K
|
+56,540
|
+12%
|
|
|
11
|
Summit Asset Management
Memphis,
Tennessee
|
$7.72M
|
+$7.35M
|
+472,240
|
+2,699%
|
|
|
12
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$7.63M
|
+$1.22M
|
+78,146
|
+19%
|
|
|
13
|
|
$7.43M
|
+$5.33M
|
+342,268
|
+265%
|
|
|
14
|
BBVA USA Bancshares
Houston,
Texas
|
$7.39M
|
-$236K
|
-15,190
|
-3%
|
|
|
15
|
3D Asset Management
Hartford,
Connecticut
|
$7.1M
|
+$158K
|
+10,150
|
+2%
|
|
|
16
|
Gateway Advisory
Westfield,
New Jersey
|
$6.45M
|
+$49.3K
|
+3,170
|
+0.8%
|
|
|
17
|
Condor Capital Management
Martinsville,
New Jersey
|
$5.59M
|
-$55.7K
|
-3,578
|
-1%
|
|
|
18
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$5.14M
|
+$876K
|
+56,320
|
+21%
|
|
|
19
|
Planning Alternatives
Birmingham,
Michigan
|
$4.44M
|
+$4.39M
|
+282,098
|
New
|
|
|
20
|
|
$4.42M
|
+$1.61M
|
+103,178
|
+58%
|
|
|
21
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$4.15M
|
+$17.1K
|
+1,100
|
+0.4%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$4.03M
|
+$120K
|
+7,708
|
+3%
|
|
|
23
|
BCWM LLC
Overland Park,
Kansas
|
$3.99M
|
-$66.6K
|
-4,282
|
-2%
|
|
|
24
|
Mosaic Financial Partners
San Francisco,
California
|
$3.93M
|
–
|
–
|
–
|
|
|
25
|
White Pine Investment Company
Livonia,
Michigan
|
$3.65M
|
+$241K
|
+15,464
|
+7%
|
|
