|
1
|
Empirical Wealth Management
Seattle,
Washington
|
$20.9M
|
-$441K
|
-16,452
|
-2%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$19M
|
-$20.3M
|
-756,550
|
-52%
|
|
|
3
|
Virtu KCG Holdings
New York
|
$2.82M
|
+$2.8M
|
+104,180
|
New
|
|
|
4
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$2.67M
|
-$1.19M
|
-44,254
|
-31%
|
|
|
5
|
|
$2.62M
|
-$513K
|
-19,110
|
-16%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.51M
|
+$387K
|
+14,418
|
+18%
|
|
|
7
|
Callahan Advisors
Houston,
Texas
|
$2.42M
|
-$241K
|
-8,970
|
-9%
|
|
|
8
|
Roffman Miller Associates
Philadelphia,
Pennsylvania
|
$2.41M
|
-$87.4K
|
-3,256
|
-4%
|
|
|
9
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.38M
|
+$687K
|
+25,600
|
+41%
|
|
|
10
|
Kingfisher Capital
Charlotte,
North Carolina
|
$2.08M
|
-$3.48M
|
-129,800
|
-63%
|
|
|
11
|
3D Asset Management
Hartford,
Connecticut
|
$1.74M
|
-$11M
|
-411,022
|
-86%
|
|
|
12
|
Charles Schwab
San Francisco,
California
|
$1.67M
|
+$629K
|
+23,442
|
+61%
|
|
|
13
|
Vista Capital Partners
Portland,
Oregon
|
$1.42M
|
-$18K
|
-670
|
-1%
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.37M
|
+$445K
|
+16,594
|
+49%
|
|
|
15
|
Bangor Savings Bank
Bangor,
Maine
|
$887K
|
-$118K
|
-4,396
|
-12%
|
|
|
16
|
Bluefin Capital Management
New York
|
$800K
|
+$810K
|
+30,176
|
New
|
|
|
17
|
BlackRock Institutional Trust
San Francisco,
California
|
$484K
|
+$82.2K
|
+3,062
|
+21%
|
|
|
18
|
Bar Harbor Trust Services
Ellsworth,
Maine
|
$444K
|
+$34.1K
|
+1,270
|
+8%
|
|
|
19
|
Twele Capital Management
Minnetonka,
Minnesota
|
$425K
|
–
|
–
|
–
|
|
|
20
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$363K
|
-$27.8K
|
-1,036
|
-7%
|
|
|
21
|
Alesco Advisors
Pittsford,
New York
|
$358K
|
+$36.3K
|
+1,352
|
+11%
|
|
|
22
|
SignalPoint Asset Management
Springfield,
Missouri
|
$343K
|
-$380K
|
-14,168
|
-53%
|
|
|
23
|
Waverly Advisors
Birmingham,
Alabama
|
$272K
|
-$14.9K
|
-554
|
-5%
|
|
|
24
|
Atria Investments
Charlotte,
North Carolina
|
$225K
|
-$113K
|
-4,206
|
-34%
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$176K
|
+$45.4K
|
+1,692
|
+35%
|
|
