|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$54.1M
|
-$67.7M
|
-2,567,748
|
-55%
|
|
|
2
|
Charles Schwab
San Francisco,
California
|
$11.8M
|
+$2.86M
|
+108,366
|
+31%
|
|
|
3
|
Twele Capital Management
Minnetonka,
Minnesota
|
$3.18M
|
-$6.59K
|
-250
|
-0.2%
|
|
|
4
|
Vista Capital Partners
Portland,
Oregon
|
$1.91M
|
-$360K
|
-13,650
|
-16%
|
|
|
5
|
Waverly Advisors
Birmingham,
Alabama
|
$1.26M
|
+$65K
|
+2,464
|
+5%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.18M
|
-$7.39M
|
-280,232
|
-86%
|
|
|
7
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$1.17M
|
+$208K
|
+7,878
|
+21%
|
|
|
8
|
D. Scott Neal
Lexington,
Kentucky
|
$815K
|
+$825K
|
+31,292
|
New
|
|
|
9
|
Perigon Wealth Management
San Francisco,
California
|
$684K
|
+$693K
|
+26,278
|
New
|
|
|
10
|
Bluefin Capital Management
New York
|
$681K
|
-$2.11M
|
-80,170
|
-75%
|
|
|
11
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$582K
|
+$118K
|
+4,464
|
+25%
|
|
|
12
|
United Capital Financial Advisors
Irving,
Texas
|
$526K
|
+$532K
|
+20,194
|
New
|
|
|
13
|
Optimum Investment Advisors
Chicago,
Illinois
|
$479K
|
-$52.7K
|
-2,000
|
-10%
|
|
|
14
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$303K
|
+$307K
|
+11,652
|
New
|
|
|
15
|
LPL Financial
San Diego,
California
|
$236K
|
-$10.5K
|
-400
|
-4%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$231K
|
+$229K
|
+8,696
|
+5,504%
|
|
|
17
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$65K
|
–
|
–
|
–
|
|
|
18
|
Madden Advisory Services
Jacksonville,
Florida
|
$47K
|
-$4.75K
|
-180
|
-9%
|
|
|
19
|
Bartlett & Co
Cincinnati,
Ohio
|
$47K
|
–
|
–
|
–
|
|
|
20
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$18K
|
+$18.4K
|
+698
|
New
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
$12K
|
+$8.17K
|
+310
|
+209%
|
|
|
22
|
Founders Bank & Trust
Grand Rapids,
Michigan
|
$9K
|
+$8.8K
|
+334
|
New
|
|
|
23
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$5K
|
+$4.96K
|
+188
|
New
|
|
|
24
|
Vantage Investment Advisors
State College,
Pennsylvania
|
$1K
|
+$527
|
+20
|
New
|
|
|
25
|
Pinnacle Advisory Group
Columbia,
Maryland
|
–
|
-$51.1M
|
-1,934,428
|
Closed
|
|
