|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$207M
|
-$8.65M
|
-1,227,414
|
-4%
|
|
|
2
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$112M
|
+$108M
|
+15,285,366
|
New
|
|
|
3
|
Charles Schwab
San Francisco,
California
|
$42.8M
|
+$9.25M
|
+1,312,272
|
+29%
|
|
|
4
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$31M
|
+$775K
|
+109,980
|
+3%
|
|
|
5
|
Empirical Wealth Management
Seattle,
Washington
|
$25.9M
|
+$2.39M
|
+338,784
|
+11%
|
|
|
6
|
Cobblestone Capital Advisors
Rochester,
New York
|
$17.9M
|
+$1.12M
|
+159,534
|
+7%
|
|
|
7
|
|
$16M
|
+$895K
|
+127,038
|
+6%
|
|
|
8
|
CWH Capital Management
Spokane,
Washington
|
$14.7M
|
+$14.1M
|
+1,999,116
|
New
|
|
|
9
|
Financial Management Professionals
Austin,
Texas
|
$12.7M
|
+$455K
|
+64,500
|
+4%
|
|
|
10
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$10.5M
|
+$789K
|
+111,954
|
+8%
|
|
|
11
|
|
$10.4M
|
-$10M
|
-1,420,428
|
-50%
|
|
|
12
|
Buffington Mohr McNeal
Boise,
Idaho
|
$9.99M
|
-$143K
|
-20,310
|
-1%
|
|
|
13
|
Bangor Savings Bank
Bangor,
Maine
|
$9.94M
|
+$595K
|
+84,372
|
+7%
|
|
|
14
|
Parsec Financial Management
Asheville,
North Carolina
|
$7.09M
|
+$1.4M
|
+198,474
|
+26%
|
|
|
15
|
Avalon Capital Management
Port Of Redwood City,
California
|
$6.32M
|
+$2.28M
|
+323,748
|
+60%
|
|
|
16
|
Monetta Financial Services
Wheaton,
Illinois
|
$6.26M
|
+$1.65M
|
+234,000
|
+38%
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$5.97M
|
+$5.73M
|
+812,856
|
New
|
|
|
18
|
Destination Wealth Management
Walnut Creek,
California
|
$5.93M
|
+$4.98M
|
+706,836
|
+707%
|
|
|
19
|
Cabot Wealth Management
Salem,
Massachusetts
|
$4.58M
|
+$2M
|
+283,524
|
+83%
|
|
|
20
|
Leavell Investment Management
Mobile,
Alabama
|
$4.55M
|
+$4.15M
|
+588,594
|
+1,949%
|
|
|
21
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$4.38M
|
-$726K
|
-103,020
|
-15%
|
|
|
22
|
AMI Investment Management
Kendallville,
Indiana
|
$4.06M
|
+$698K
|
+99,060
|
+22%
|
|
|
23
|
Avior Wealth Management
Omaha,
Nebraska
|
$4.06M
|
+$3.89M
|
+552,684
|
New
|
|
|
24
|
Bouchey Financial Group
Troy,
New York
|
$3.99M
|
+$3.83M
|
+542,952
|
New
|
|
|
25
|
SVA Wealth Management
Madison,
Wisconsin
|
$3.66M
|
+$3.51M
|
+498,636
|
New
|
|
