|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$64.5M
|
+$3.12M
|
+117,618
|
+5%
|
|
|
2
|
Charles Schwab
San Francisco,
California
|
$17.1M
|
+$1.38M
|
+51,946
|
+9%
|
|
|
3
|
Twele Capital Management
Minnetonka,
Minnesota
|
$3.24M
|
–
|
–
|
–
|
|
|
4
|
|
$2.71M
|
+$269K
|
+10,140
|
+11%
|
|
|
5
|
Waverly Advisors
Birmingham,
Alabama
|
$2.27M
|
+$633K
|
+23,898
|
+39%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.03M
|
+$7.26K
|
+274
|
+0.4%
|
|
|
7
|
Vista Capital Partners
Portland,
Oregon
|
$1.85M
|
-$76.3K
|
-2,878
|
-4%
|
|
|
8
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$1.64M
|
-$65.4K
|
-2,466
|
-4%
|
|
|
9
|
|
$1.46M
|
+$803K
|
+30,282
|
+122%
|
|
|
10
|
Virtu KCG Holdings
New York
|
$1.44M
|
+$1.45M
|
+54,516
|
New
|
|
|
11
|
Tuttle Capital Management
Riverside,
Connecticut
|
$1.27M
|
+$1.27M
|
+47,906
|
New
|
|
|
12
|
D. Scott Neal
Lexington,
Kentucky
|
$1.22M
|
-$22.4K
|
-846
|
-2%
|
|
|
13
|
Perigon Wealth Management
San Francisco,
California
|
$1.02M
|
+$191K
|
+7,206
|
+23%
|
|
|
14
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$547K
|
-$240K
|
-9,046
|
-30%
|
|
|
15
|
Bangor Savings Bank
Bangor,
Maine
|
$473K
|
+$474K
|
+17,876
|
New
|
|
|
16
|
Optimum Investment Advisors
Chicago,
Illinois
|
$457K
|
-$15.9K
|
-600
|
-3%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$409K
|
-$29.5K
|
-1,114
|
-7%
|
|
|
18
|
VSR Financial Services
Overland Park,
Kansas
|
$305K
|
+$87.8K
|
+3,314
|
+40%
|
|
|
19
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$283K
|
+$2.17K
|
+82
|
+0.8%
|
|
|
20
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$278K
|
+$278K
|
+10,490
|
New
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$265K
|
+$266K
|
+10,022
|
New
|
|
|
22
|
Friedenthal Financial
Marlton,
New Jersey
|
$257K
|
-$2.07K
|
-78
|
-0.8%
|
|
|
23
|
United Capital Financial Advisors
Irving,
Texas
|
$249K
|
+$250K
|
+9,422
|
New
|
|
|
24
|
Wealthcare Capital Management
Richmond,
Virginia
|
$90K
|
–
|
–
|
–
|
|
|
25
|
Bartlett & Co
Cincinnati,
Ohio
|
$48K
|
–
|
–
|
–
|
|
