|
1
|
Creative Planning
Overland Park,
Kansas
|
$473M
|
+$15.7M
|
+715,178
|
+3%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$358M
|
+$33.5M
|
+1,527,570
|
+10%
|
|
|
3
|
Jones Financial Companies
Des Peres,
Missouri
|
$129M
|
+$4.92M
|
+224,600
|
+4%
|
|
|
4
|
RiverFront Investment Group
Richmond,
Virginia
|
$33.7M
|
-$654K
|
-29,848
|
-2%
|
|
|
5
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$31.7M
|
+$32.5M
|
+1,480,614
|
+29,827%
|
|
|
6
|
|
$28.5M
|
+$1.62M
|
+74,098
|
+6%
|
|
|
7
|
Amica Mutual Insurance
Providence,
Rhode Island
|
$28.4M
|
+$29.2M
|
+1,331,174
|
New
|
|
|
8
|
Amica Pension Fund Board of Trustees
Providence,
Rhode Island
|
$20.8M
|
+$21.4M
|
+976,078
|
New
|
|
|
9
|
Charles Schwab
San Francisco,
California
|
$20.1M
|
+$172K
|
+7,860
|
+0.8%
|
|
|
10
|
|
$19.5M
|
+$3.62M
|
+165,062
|
+22%
|
|
|
11
|
Tradewinds Capital Management
Bellingham,
Washington
|
$18.9M
|
+$53.6K
|
+2,444
|
+0.3%
|
|
|
12
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$17.6M
|
-$97.9K
|
-4,464
|
-0.5%
|
|
|
13
|
Catalyst Capital Advisors
Huntington,
New York
|
$17M
|
+$17.5M
|
+797,054
|
New
|
|
|
14
|
Vigilant Capital Management
Portland,
Maine
|
$15.2M
|
+$12.3K
|
+560
|
+0.1%
|
|
|
15
|
Avalon Capital Management
Port Of Redwood City,
California
|
$11.4M
|
-$2.57M
|
-117,336
|
-18%
|
|
|
16
|
Whitnell & Co
Oak Brook,
Illinois
|
$11.2M
|
-$280K
|
-12,772
|
-2%
|
|
|
17
|
Piershale Financial Group
Barrington,
Illinois
|
$10.8M
|
+$6.62M
|
+301,866
|
+148%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$10.2M
|
+$2.63M
|
+119,778
|
+33%
|
|
|
19
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$9.8M
|
+$2.38M
|
+108,526
|
+31%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$9.58M
|
-$404K
|
-18,424
|
-4%
|
|
|
21
|
Gratus Capital
Atlanta,
Georgia
|
$8.5M
|
-$513K
|
-23,422
|
-6%
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$8.04M
|
+$324K
|
+14,784
|
+4%
|
|
|
23
|
National Planning Corporation
El Segundo,
California
|
$7.68M
|
+$8.53M
|
+388,990
|
New
|
|
|
24
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$6.73M
|
+$83.4K
|
+3,806
|
+1%
|
|
|
25
|
Suntrust Banks
Atlanta,
Georgia
|
$6.73M
|
-$27.6K
|
-1,258
|
-0.4%
|
|
