|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$221M
|
+$10M
|
+623,404
|
+5%
|
|
|
2
|
Personal Capital Advisors
Redwood City,
California
|
$79.3M
|
+$19.1M
|
+1,184,062
|
+33%
|
|
|
3
|
Charles Schwab
San Francisco,
California
|
$42M
|
+$2.89M
|
+179,298
|
+8%
|
|
|
4
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$24.9M
|
-$9.47K
|
-588
|
-0%
|
|
|
5
|
Cobblestone Capital Advisors
Rochester,
New York
|
$24.5M
|
+$163K
|
+10,108
|
+0.7%
|
|
|
6
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$20M
|
+$16.7M
|
+1,040,406
|
+604%
|
|
|
7
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$18.2M
|
+$8.03M
|
+499,038
|
+82%
|
|
|
8
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$17.3M
|
+$2.97M
|
+184,278
|
+21%
|
|
|
9
|
Apriem Advisors
Irvine,
California
|
$12.7M
|
+$1.02M
|
+63,440
|
+9%
|
|
|
10
|
Vector Wealth Management
Minneapolis,
Minnesota
|
$11.4M
|
+$193K
|
+11,968
|
+2%
|
|
|
11
|
Flow Traders U.S.
New York
|
$10.2M
|
+$9.95M
|
+618,226
|
New
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$10.1M
|
+$515
|
+32
|
+0%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.88M
|
+$273K
|
+16,928
|
+3%
|
|
|
14
|
Summit Asset Management
Memphis,
Tennessee
|
$8.7M
|
+$222K
|
+13,762
|
+3%
|
|
|
15
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$8.61M
|
+$217K
|
+13,470
|
+3%
|
|
|
16
|
United Capital Financial Advisors
Irving,
Texas
|
$7.96M
|
+$65.7K
|
+4,078
|
+0.9%
|
|
|
17
|
Gateway Advisory
Westfield,
New Jersey
|
$7.58M
|
+$244K
|
+15,178
|
+3%
|
|
|
18
|
3D Asset Management
Hartford,
Connecticut
|
$7.5M
|
-$11K
|
-682
|
-0.1%
|
|
|
19
|
BBVA USA Bancshares
Houston,
Texas
|
$7.48M
|
-$179K
|
-11,088
|
-2%
|
|
|
20
|
Condor Capital Management
Martinsville,
New Jersey
|
$7.15M
|
+$333K
|
+20,654
|
+5%
|
|
|
21
|
|
$6.78M
|
+$375K
|
+23,310
|
+6%
|
|
|
22
|
Gemmer Asset Management
Walnut Creek,
California
|
$6.5M
|
+$81.3K
|
+5,050
|
+1%
|
|
|
23
|
Planning Alternatives
Birmingham,
Michigan
|
$6.37M
|
+$1.12M
|
+69,766
|
+22%
|
|
|
24
|
|
$5.96M
|
-$4.18M
|
-259,402
|
-42%
|
|
|
25
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$5.92M
|
+$2.01M
|
+124,570
|
+53%
|
|
