|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$197M
|
-$27.1M
|
-4,068,186
|
-12%
|
|
|
2
|
Charles Schwab
San Francisco,
California
|
$30.5M
|
+$12.6M
|
+1,891,386
|
+72%
|
|
|
3
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$27.5M
|
+$1.05M
|
+157,620
|
+4%
|
|
|
4
|
Empirical Wealth Management
Seattle,
Washington
|
$21.4M
|
+$1.24M
|
+186,624
|
+6%
|
|
|
5
|
|
$19M
|
+$15.9M
|
+2,391,144
|
+535%
|
|
|
6
|
Cobblestone Capital Advisors
Rochester,
New York
|
$15.2M
|
-$5.64M
|
-845,166
|
-27%
|
|
|
7
|
|
$13.7M
|
+$1.02M
|
+152,562
|
+8%
|
|
|
8
|
Financial Management Professionals
Austin,
Texas
|
$11.2M
|
+$3.49M
|
+522,714
|
+46%
|
|
|
9
|
Buffington Mohr McNeal
Boise,
Idaho
|
$9.25M
|
+$153K
|
+22,920
|
+2%
|
|
|
10
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$8.87M
|
+$6.4K
|
+960
|
+0.1%
|
|
|
11
|
Bangor Savings Bank
Bangor,
Maine
|
$8.5M
|
+$441K
|
+66,150
|
+6%
|
|
|
12
|
Parsec Financial Management
Asheville,
North Carolina
|
$5.14M
|
+$1.68M
|
+251,340
|
+49%
|
|
|
13
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$4.68M
|
+$3.73M
|
+559,074
|
+400%
|
|
|
14
|
Monetta Financial Services
Wheaton,
Illinois
|
$4.14M
|
+$960K
|
+144,000
|
+30%
|
|
|
15
|
Avalon Capital Management
Port Of Redwood City,
California
|
$3.6M
|
+$2.22M
|
+332,628
|
+163%
|
|
|
16
|
AMI Investment Management
Kendallville,
Indiana
|
$3.04M
|
+$325K
|
+48,690
|
+12%
|
|
|
17
|
Phocas Financial Corp
Alameda,
California
|
$2.84M
|
+$484K
|
+72,606
|
+21%
|
|
|
18
|
Mariner
Overland Park,
Kansas
|
$2.64M
|
+$1K
|
+150
|
+0%
|
|
|
19
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$2.59M
|
+$2.58M
|
+386,574
|
New
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.57M
|
+$2.56M
|
+383,358
|
+56,542%
|
|
|
21
|
Cabot Wealth Management
Salem,
Massachusetts
|
$2.28M
|
+$2.27M
|
+340,530
|
New
|
|
|
22
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$2.2M
|
-$215K
|
-32,244
|
-9%
|
|
|
23
|
|
$2.01M
|
+$2M
|
+300,000
|
New
|
|
|
24
|
WESPAC Advisors
Orinda,
California
|
$2M
|
+$117K
|
+17,556
|
+6%
|
|
|
25
|
Carlson Capital Management
Northfield,
Minnesota
|
$1.89M
|
+$84.5K
|
+12,666
|
+5%
|
|
