|
1
|
Empirical Wealth Management
Seattle,
Washington
|
$22.1M
|
+$1.75M
|
+65,056
|
+8%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$17.9M
|
-$647K
|
-24,106
|
-3%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.58M
|
+$1.16M
|
+43,124
|
+46%
|
|
|
4
|
|
$2.56M
|
-$107
|
-4
|
-0%
|
|
|
5
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$2.33M
|
-$289K
|
-10,760
|
-11%
|
|
|
6
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.32M
|
–
|
–
|
–
|
|
|
7
|
Roffman Miller Associates
Philadelphia,
Pennsylvania
|
$2.24M
|
-$115K
|
-4,290
|
-5%
|
|
|
8
|
Charles Schwab
San Francisco,
California
|
$2.19M
|
+$570K
|
+21,236
|
+34%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.02M
|
+$702K
|
+26,134
|
+52%
|
|
|
10
|
Callahan Advisors
Houston,
Texas
|
$2.02M
|
-$351K
|
-13,080
|
-15%
|
|
|
11
|
Virtu KCG Holdings
New York
|
$1.9M
|
-$869K
|
-32,362
|
-31%
|
|
|
12
|
Kingfisher Capital
Charlotte,
North Carolina
|
$1.89M
|
-$147K
|
-5,456
|
-7%
|
|
|
13
|
Bluefin Capital Management
New York
|
$1.79M
|
+$1.01M
|
+37,792
|
+125%
|
|
|
14
|
3D Asset Management
Hartford,
Connecticut
|
$1.45M
|
-$249K
|
-9,258
|
-14%
|
|
|
15
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$1.42M
|
+$1.44M
|
+53,716
|
New
|
|
|
16
|
Vista Capital Partners
Portland,
Oregon
|
$1.35M
|
-$33.4K
|
-1,242
|
-2%
|
|
|
17
|
Alesco Advisors
Pittsford,
New York
|
$878K
|
+$538K
|
+20,050
|
+152%
|
|
|
18
|
Bangor Savings Bank
Bangor,
Maine
|
$726K
|
-$142K
|
-5,302
|
-16%
|
|
|
19
|
Twele Capital Management
Minnetonka,
Minnesota
|
$457K
|
+$42.1K
|
+1,568
|
+10%
|
|
|
20
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$406K
|
+$414K
|
+15,400
|
New
|
|
|
21
|
Bar Harbor Trust Services
Ellsworth,
Maine
|
$370K
|
-$64.1K
|
-2,386
|
-15%
|
|
|
22
|
SignalPoint Asset Management
Springfield,
Missouri
|
$364K
|
+$29.2K
|
+1,086
|
+9%
|
|
|
23
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$306K
|
+$311K
|
+11,592
|
New
|
|
|
24
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$299K
|
-$56.9K
|
-2,118
|
-16%
|
|
|
25
|
Perigon Wealth Management
San Francisco,
California
|
$283K
|
+$289K
|
+10,760
|
New
|
|
