|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$123M
|
+$108M
|
+4,110,374
|
+765%
|
|
|
2
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$51.1M
|
+$793K
|
+30,278
|
+2%
|
|
|
3
|
Charles Schwab
San Francisco,
California
|
$9.12M
|
+$3.9M
|
+148,690
|
+75%
|
|
|
4
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$8.6M
|
+$8.07M
|
+307,818
|
+1,730%
|
|
|
5
|
Twele Capital Management
Minnetonka,
Minnesota
|
$3.23M
|
-$7.34K
|
-280
|
-0.2%
|
|
|
6
|
Bluefin Capital Management
New York
|
$2.8M
|
+$2.79M
|
+106,320
|
New
|
|
|
7
|
Vista Capital Partners
Portland,
Oregon
|
$2.3M
|
-$1.23M
|
-46,864
|
-35%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.04M
|
+$1.49M
|
+56,942
|
+278%
|
|
|
9
|
Waverly Advisors
Birmingham,
Alabama
|
$1.21M
|
-$73.6K
|
-2,808
|
-6%
|
|
|
10
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$980K
|
-$16.9K
|
-644
|
-2%
|
|
|
11
|
Optimum Investment Advisors
Chicago,
Illinois
|
$539K
|
+$535K
|
+20,400
|
New
|
|
|
12
|
Autus Asset Management
Scottsdale,
Arizona
|
$503K
|
+$119K
|
+4,560
|
+31%
|
|
|
13
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$473K
|
+$29.4K
|
+1,122
|
+7%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$248K
|
-$126K
|
-4,792
|
-34%
|
|
|
15
|
Quantum Capital Management (California)
San Francisco,
California
|
$243K
|
-$60.2K
|
-2,298
|
-20%
|
|
|
16
|
Regal Investment Advisors
Kentwood,
Michigan
|
$190K
|
+$189K
|
+7,194
|
+359,700%
|
|
|
17
|
|
$83K
|
+$2.25K
|
+86
|
+3%
|
|
|
18
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$66K
|
–
|
–
|
–
|
|
|
19
|
Madden Advisory Services
Jacksonville,
Florida
|
$52K
|
-$11.3K
|
-430
|
-18%
|
|
|
20
|
Bartlett & Co
Cincinnati,
Ohio
|
$48K
|
–
|
–
|
–
|
|
|
21
|
Trutina Financial
Bellevue,
Washington
|
$31K
|
+$31.2K
|
+1,190
|
New
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
$4K
|
-$16.1K
|
-614
|
-81%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$4K
|
–
|
–
|
–
|
|
|
24
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3K
|
+$2.88K
|
+110
|
New
|
|
|
25
|
Leavell Investment Management
Mobile,
Alabama
|
–
|
-$1.58M
|
-60,000
|
Closed
|
|
