|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$201M
|
+$15.6M
|
+1,007,542
|
+9%
|
|
|
2
|
Personal Capital Advisors
Redwood City,
California
|
$57M
|
+$16.3M
|
+1,051,260
|
+41%
|
|
|
3
|
Charles Schwab
San Francisco,
California
|
$37.3M
|
+$5.74M
|
+371,482
|
+19%
|
|
|
4
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$23.8M
|
+$18.3M
|
+1,184,124
|
+363%
|
|
|
5
|
Cobblestone Capital Advisors
Rochester,
New York
|
$23.2M
|
+$5.4M
|
+348,924
|
+31%
|
|
|
6
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$13.6M
|
+$3.2M
|
+207,040
|
+32%
|
|
|
7
|
Apriem Advisors
Irvine,
California
|
$11.2M
|
+$985K
|
+63,676
|
+10%
|
|
|
8
|
Vector Wealth Management
Minneapolis,
Minnesota
|
$10.7M
|
+$198K
|
+12,778
|
+2%
|
|
|
9
|
|
$9.78M
|
+$2.31M
|
+149,064
|
+32%
|
|
|
10
|
HighTower Advisors
Chicago,
Illinois
|
$9.66M
|
-$7.07M
|
-457,292
|
-43%
|
|
|
11
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$9.55M
|
+$455K
|
+29,400
|
+5%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.22M
|
+$804
|
+52
|
+0%
|
|
|
13
|
Summit Asset Management
Memphis,
Tennessee
|
$8.1M
|
+$375K
|
+24,260
|
+5%
|
|
|
14
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$8.01M
|
+$387K
|
+25,054
|
+5%
|
|
|
15
|
United Capital Financial Advisors
Irving,
Texas
|
$7.54M
|
+$6.94M
|
+448,514
|
+1,489%
|
|
|
16
|
BBVA USA Bancshares
Houston,
Texas
|
$7.32M
|
-$63.3K
|
-4,092
|
-0.9%
|
|
|
17
|
3D Asset Management
Hartford,
Connecticut
|
$7.18M
|
+$81.8K
|
+5,288
|
+1%
|
|
|
18
|
Gateway Advisory
Westfield,
New Jersey
|
$7M
|
+$547K
|
+35,354
|
+9%
|
|
|
19
|
Condor Capital Management
Martinsville,
New Jersey
|
$6.5M
|
+$901K
|
+58,234
|
+16%
|
|
|
20
|
Gemmer Asset Management
Walnut Creek,
California
|
$6.13M
|
+$6.02M
|
+389,070
|
New
|
|
|
21
|
|
$6.11M
|
+$1.66M
|
+107,344
|
+38%
|
|
|
22
|
|
$5M
|
+$4.91M
|
+317,608
|
New
|
|
|
23
|
Planning Alternatives
Birmingham,
Michigan
|
$4.99M
|
+$534K
|
+34,548
|
+12%
|
|
|
24
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$4.47M
|
+$319K
|
+20,652
|
+8%
|
|
|
25
|
White Pine Investment Company
Livonia,
Michigan
|
$4.21M
|
+$558K
|
+36,094
|
+16%
|
|
