|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$61.7M
|
+$3.77M
|
+142,530
|
+7%
|
|
|
2
|
Charles Schwab
San Francisco,
California
|
$15.8M
|
+$1.97M
|
+74,614
|
+14%
|
|
|
3
|
Twele Capital Management
Minnetonka,
Minnesota
|
$3.25M
|
–
|
–
|
–
|
|
|
4
|
|
$2.45M
|
+$528
|
+20
|
+0%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.03M
|
+$2.02M
|
+76,464
|
New
|
|
|
6
|
Vista Capital Partners
Portland,
Oregon
|
$1.93M
|
+$128K
|
+4,854
|
+7%
|
|
|
7
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$1.68M
|
+$227K
|
+8,594
|
+16%
|
|
|
8
|
Waverly Advisors
Birmingham,
Alabama
|
$1.64M
|
+$196K
|
+7,410
|
+14%
|
|
|
9
|
D. Scott Neal
Lexington,
Kentucky
|
$1.25M
|
+$145K
|
+5,500
|
+13%
|
|
|
10
|
DRW Securities
Chicago,
Illinois
|
$977K
|
+$971K
|
+36,762
|
New
|
|
|
11
|
Perigon Wealth Management
San Francisco,
California
|
$830K
|
+$101K
|
+3,804
|
+14%
|
|
|
12
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$790K
|
-$80.9M
|
-3,062,068
|
-99%
|
|
|
13
|
|
$661K
|
+$657K
|
+24,876
|
New
|
|
|
14
|
Optimum Investment Advisors
Chicago,
Illinois
|
$474K
|
-$14.5K
|
-550
|
-3%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$441K
|
+$7.24K
|
+274
|
+2%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$348K
|
-$22.7K
|
-860
|
-6%
|
|
|
17
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$282K
|
-$48.2K
|
-1,824
|
-15%
|
|
|
18
|
Friedenthal Financial
Marlton,
New Jersey
|
$260K
|
+$898
|
+34
|
+0.3%
|
|
|
19
|
VSR Financial Services
Overland Park,
Kansas
|
$218K
|
+$217K
|
+8,210
|
New
|
|
|
20
|
Wealthcare Capital Management
Richmond,
Virginia
|
$91K
|
–
|
–
|
–
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
$53K
|
-$153K
|
-5,790
|
-74%
|
|
|
22
|
Bartlett & Co
Cincinnati,
Ohio
|
$48K
|
–
|
–
|
–
|
|
|
23
|
Madden Advisory Services
Jacksonville,
Florida
|
$39K
|
–
|
–
|
–
|
|
|
24
|
|
$29K
|
-$538K
|
-20,342
|
-95%
|
|
|
25
|
American International Group
New York
|
$24.4K
|
–
|
–
|
–
|
|
