|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$81.1M
|
-$4.07M
|
-199,482
|
-5%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$52.6M
|
+$49.4M
|
+2,419,096
|
+1,393%
|
|
|
3
|
Charles Schwab
San Francisco,
California
|
$16.5M
|
+$272K
|
+13,338
|
+2%
|
|
|
4
|
Vigilant Capital Management
Portland,
Maine
|
$15.1M
|
+$508K
|
+24,884
|
+3%
|
|
|
5
|
3D Asset Management
Hartford,
Connecticut
|
$14M
|
-$423K
|
-20,702
|
-3%
|
|
|
6
|
Whitnell & Co
Oak Brook,
Illinois
|
$12.6M
|
-$482K
|
-23,596
|
-4%
|
|
|
7
|
RiverFront Investment Group
Richmond,
Virginia
|
$12.2M
|
-$81.4M
|
-3,986,748
|
-87%
|
|
|
8
|
Piershale Financial Group
Barrington,
Illinois
|
$11.9M
|
+$12M
|
+588,766
|
New
|
|
|
9
|
Valentine Ventures
Bend,
Oregon
|
$8.68M
|
-$83.2K
|
-4,078
|
-0.9%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.4M
|
+$1.46M
|
+71,432
|
+24%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$7.36M
|
+$3.91M
|
+191,648
|
+112%
|
|
|
12
|
Suntrust Banks
Atlanta,
Georgia
|
$6.57M
|
+$646K
|
+31,664
|
+11%
|
|
|
13
|
Atria Investments
Charlotte,
North Carolina
|
$5.22M
|
-$157K
|
-7,710
|
-3%
|
|
|
14
|
Tradewinds Capital Management
Bellingham,
Washington
|
$5.08M
|
-$10M
|
-491,904
|
-66%
|
|
|
15
|
FutureAdvisor
San Francisco,
California
|
$4.76M
|
+$4.13M
|
+202,462
|
+622%
|
|
|
16
|
Apriem Advisors
Irvine,
California
|
$4.62M
|
+$32.5K
|
+1,592
|
+0.7%
|
|
|
17
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$4.6M
|
+$2.06M
|
+100,982
|
+80%
|
|
|
18
|
JMG Financial Group
Downers Grove,
Illinois
|
$3.61M
|
-$526K
|
-25,776
|
-13%
|
|
|
19
|
Financial Management Professionals
Austin,
Texas
|
$3.6M
|
-$120K
|
-5,870
|
-3%
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
$3.55M
|
+$3.58M
|
+175,186
|
New
|
|
|
21
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$3.52M
|
+$140K
|
+6,874
|
+4%
|
|
|
22
|
Courage Miller Partners
Norfolk,
Virginia
|
$3.37M
|
-$78.9K
|
-3,866
|
-2%
|
|
|
23
|
Frontier Wealth Management
Kansas City,
Missouri
|
$3.34M
|
+$93.8K
|
+4,596
|
+3%
|
|
|
24
|
Interactive Financial Advisors
New Lenox,
Illinois
|
$2.99M
|
+$379K
|
+18,588
|
+14%
|
|
|
25
|
Pring Turner Capital Group
Alamo,
California
|
$2.96M
|
-$219K
|
-10,740
|
-7%
|
|
