|
1
|
Charles Schwab
San Francisco,
California
|
$91.2M
|
+$2.67M
|
+108,108
|
+3%
|
|
|
2
|
|
$42.5M
|
+$20.7M
|
+838,734
|
+92%
|
|
|
3
|
Client 1st Advisory Group
Dunedin,
Florida
|
$10.6M
|
-$3.4M
|
-137,296
|
-24%
|
|
|
4
|
FLC Capital Advisors
Palm Desert,
California
|
$8.76M
|
+$992K
|
+40,106
|
+13%
|
|
|
5
|
Copperleaf Capital
Raleigh,
North Carolina
|
$7.08M
|
+$131K
|
+5,300
|
+2%
|
|
|
6
|
Citadel Advisors
Miami,
Florida
|
$6.09M
|
+$4.17M
|
+168,714
|
+205%
|
|
|
7
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$4.78M
|
-$32.8K
|
-1,328
|
-0.7%
|
|
|
8
|
TAP Consulting
Kirkwood,
Missouri
|
$4.24M
|
+$1.76M
|
+71,216
|
+69%
|
|
|
9
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.48M
|
-$995K
|
-40,250
|
-22%
|
|
|
10
|
Kaizen Financial Strategies
Campbell,
California
|
$3.44M
|
-$643K
|
-26,018
|
-16%
|
|
|
11
|
First National Corp
Rockland,
Massachusetts
|
$2.74M
|
+$1.15M
|
+46,660
|
+71%
|
|
|
12
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$2.74M
|
+$102K
|
+4,118
|
+4%
|
|
|
13
|
Mercer Global Advisors
Denver,
Colorado
|
$2.55M
|
-$86.7K
|
-3,506
|
-3%
|
|
|
14
|
Van Strum & Towne
San Francisco,
California
|
$2.07M
|
+$6.28K
|
+254
|
+0.3%
|
|
|
15
|
Schaper Benz & Wise Investment Counsel
Neenah,
Wisconsin
|
$2.01M
|
-$49.5K
|
-2,000
|
-2%
|
|
|
16
|
Charles Schwab Trust
Henderson,
Nevada
|
$1.81M
|
+$326K
|
+13,164
|
+21%
|
|
|
17
|
AE Wealth Management
Topeka,
Kansas
|
$1.76M
|
-$5.09M
|
-205,796
|
-74%
|
|
|
18
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$1.67M
|
-$2.35M
|
-95,118
|
-58%
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.64M
|
+$639K
|
+25,852
|
+62%
|
|
|
20
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$1.59M
|
+$1.62M
|
+65,614
|
New
|
|
|
21
|
Old Mission Capital
Chicago,
Illinois
|
$1.5M
|
+$120K
|
+4,838
|
+8%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.41M
|
+$657K
|
+26,576
|
+84%
|
|
|
23
|
Cahill Financial Advisors
Edina,
Minnesota
|
$1.31M
|
-$52.4K
|
-2,118
|
-4%
|
|
|
24
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$1.27M
|
–
|
–
|
–
|
|
|
25
|
Lederer & Associates Investment Counsel
Long Beach,
California
|
$1.25M
|
-$83.4K
|
-3,374
|
-6%
|
|
