|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$45.2M
|
-$5.85M
|
-375,210
|
-11%
|
|
|
2
|
3D Asset Management
Hartford,
Connecticut
|
$14.3M
|
+$505K
|
+32,386
|
+4%
|
|
|
3
|
Charles Schwab
San Francisco,
California
|
$10.4M
|
+$3.07M
|
+196,896
|
+40%
|
|
|
4
|
Vigilant Capital Management
Portland,
Maine
|
$9.2M
|
+$3.96M
|
+254,180
|
+72%
|
|
|
5
|
Whitnell & Co
Oak Brook,
Illinois
|
$7.58M
|
+$7.81M
|
+501,422
|
New
|
|
|
6
|
Atria Investments
Charlotte,
North Carolina
|
$5.15M
|
-$150K
|
-9,608
|
-3%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.4M
|
-$55K
|
-3,530
|
-2%
|
|
|
8
|
North Star Asset Management
Neenah,
Wisconsin
|
$2.88M
|
+$55.3K
|
+3,550
|
+2%
|
|
|
9
|
Courage Miller Partners
Norfolk,
Virginia
|
$2.21M
|
+$460K
|
+29,508
|
+25%
|
|
|
10
|
Credit Suisse
Zurich,
Switzerland
|
$1.88M
|
+$158K
|
+10,148
|
+9%
|
|
|
11
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$1.68M
|
+$558K
|
+35,812
|
+48%
|
|
|
12
|
Swarthmore Group
Philadelphia,
Pennsylvania
|
$1.63M
|
–
|
–
|
–
|
|
|
13
|
Interactive Financial Advisors
New Lenox,
Illinois
|
$1.6M
|
-$156K
|
-10,012
|
-9%
|
|
|
14
|
Madden Advisory Services
Jacksonville,
Florida
|
$1.56M
|
+$37.1K
|
+2,380
|
+2%
|
|
|
15
|
|
$1.51M
|
+$1.56M
|
+100,000
|
New
|
|
|
16
|
Bouchey Financial Group
Troy,
New York
|
$1.47M
|
+$1.46M
|
+93,406
|
New
|
|
|
17
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$1.45M
|
-$125K
|
-8,036
|
-8%
|
|
|
18
|
Bangor Savings Bank
Bangor,
Maine
|
$1.1M
|
+$124K
|
+7,974
|
+12%
|
|
|
19
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$949K
|
+$978K
|
+62,744
|
New
|
|
|
20
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$806K
|
-$251K
|
-16,084
|
-23%
|
|
|
21
|
Avior Wealth Management
Omaha,
Nebraska
|
$794K
|
+$818K
|
+52,478
|
New
|
|
|
22
|
JMG Financial Group
Downers Grove,
Illinois
|
$663K
|
+$683K
|
+43,856
|
New
|
|
|
23
|
Timber Hill
Greenwich,
Connecticut
|
$634K
|
-$85.8K
|
-5,510
|
-12%
|
|
|
24
|
Cerity Partners OCIO
New York
|
$612K
|
-$299K
|
-19,160
|
-32%
|
|
|
25
|
Alesco Advisors
Pittsford,
New York
|
$612K
|
+$146K
|
+9,352
|
+30%
|
|
