|
1
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$81.2M
|
+$81.4M
|
+3,091,808
|
New
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$57.2M
|
+$2.58M
|
+98,092
|
+5%
|
|
|
3
|
Charles Schwab
San Francisco,
California
|
$13.6M
|
+$1.69M
|
+64,270
|
+14%
|
|
|
4
|
Twele Capital Management
Minnetonka,
Minnesota
|
$3.21M
|
+$6K
|
+228
|
+0.2%
|
|
|
5
|
|
$2.42M
|
+$2.43M
|
+92,236
|
New
|
|
|
6
|
Bluefin Capital Management
New York
|
$2.1M
|
+$1.45M
|
+55,256
|
+211%
|
|
|
7
|
Vista Capital Partners
Portland,
Oregon
|
$1.78M
|
-$147K
|
-5,596
|
-8%
|
|
|
8
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$1.44M
|
+$257K
|
+9,744
|
+22%
|
|
|
9
|
Waverly Advisors
Birmingham,
Alabama
|
$1.43M
|
+$160K
|
+6,072
|
+13%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.13M
|
+$1.13M
|
+42,848
|
New
|
|
|
11
|
D. Scott Neal
Lexington,
Kentucky
|
$1.09M
|
+$266K
|
+10,120
|
+32%
|
|
|
12
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1.04M
|
+$451K
|
+17,136
|
+77%
|
|
|
13
|
Perigon Wealth Management
San Francisco,
California
|
$721K
|
+$30.8K
|
+1,170
|
+4%
|
|
|
14
|
|
$563K
|
+$565K
|
+21,452
|
New
|
|
|
15
|
Optimum Investment Advisors
Chicago,
Illinois
|
$483K
|
–
|
–
|
–
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$428K
|
+$196K
|
+7,452
|
+84%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$367K
|
+$129K
|
+4,918
|
+54%
|
|
|
18
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$327K
|
+$21.1K
|
+800
|
+7%
|
|
|
19
|
Friedenthal Financial
Marlton,
New Jersey
|
$256K
|
+$256K
|
+9,742
|
New
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$205K
|
+$193K
|
+7,342
|
+1,603%
|
|
|
21
|
|
$93K
|
+$93K
|
+3,532
|
New
|
|
|
22
|
Wealthcare Capital Management
Richmond,
Virginia
|
$90K
|
+$89.9K
|
+3,416
|
New
|
|
|
23
|
Bartlett & Co
Cincinnati,
Ohio
|
$47K
|
–
|
–
|
–
|
|
|
24
|
Madden Advisory Services
Jacksonville,
Florida
|
$38K
|
-$9.21K
|
-350
|
-19%
|
|
|
25
|
Trutina Financial
Bellevue,
Washington
|
$31K
|
+$31.3K
|
+1,190
|
New
|
|
