|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$223M
|
+$13.3M
|
+1,816,290
|
+6%
|
|
|
2
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$119M
|
+$5.24M
|
+715,386
|
+5%
|
|
|
3
|
Charles Schwab
San Francisco,
California
|
$49.6M
|
+$6.1M
|
+832,338
|
+14%
|
|
|
4
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$31.7M
|
+$244K
|
+33,354
|
+0.8%
|
|
|
5
|
Empirical Wealth Management
Seattle,
Washington
|
$27.1M
|
+$861K
|
+117,612
|
+3%
|
|
|
6
|
|
$19.4M
|
+$8.68M
|
+1,185,894
|
+84%
|
|
|
7
|
Aspiriant Holdings S3
Los Angeles,
California
|
$18.6M
|
+$18.2M
|
+2,491,800
|
New
|
|
|
8
|
Cobblestone Capital Advisors
Rochester,
New York
|
$18.4M
|
+$292K
|
+39,846
|
+2%
|
|
|
9
|
CWH Capital Management
Spokane,
Washington
|
$17.7M
|
+$2.8M
|
+382,620
|
+19%
|
|
|
10
|
|
$16.4M
|
+$230K
|
+31,458
|
+1%
|
|
|
11
|
Evermay Wealth Management
Arlington,
Virginia
|
$13M
|
+$12.8M
|
+1,743,678
|
New
|
|
|
12
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$12.9M
|
+$2.14M
|
+292,644
|
+20%
|
|
|
13
|
Bangor Savings Bank
Bangor,
Maine
|
$10.7M
|
+$560K
|
+76,536
|
+6%
|
|
|
14
|
Buffington Mohr McNeal
Boise,
Idaho
|
$10.6M
|
+$446K
|
+60,852
|
+4%
|
|
|
15
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$10.6M
|
+$10.4M
|
+1,417,038
|
New
|
|
|
16
|
Parsec Financial Management
Asheville,
North Carolina
|
$8.74M
|
+$1.52M
|
+207,360
|
+21%
|
|
|
17
|
Bowling Portfolio Management
Cincinnati,
Ohio
|
$7.36M
|
+$5.55M
|
+758,454
|
+331%
|
|
|
18
|
Monetta Financial Services
Wheaton,
Illinois
|
$6.35M
|
–
|
–
|
–
|
|
|
19
|
Cabot Wealth Management
Salem,
Massachusetts
|
$5.05M
|
+$392K
|
+53,472
|
+9%
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.9M
|
-$1.14M
|
-155,376
|
-19%
|
|
|
21
|
SVA Wealth Management
Madison,
Wisconsin
|
$4.84M
|
+$1.1M
|
+150,768
|
+30%
|
|
|
22
|
Bouchey Financial Group
Troy,
New York
|
$4.63M
|
+$578K
|
+78,912
|
+15%
|
|
|
23
|
AMI Investment Management
Kendallville,
Indiana
|
$4.56M
|
+$430K
|
+58,770
|
+11%
|
|
|
24
|
Avior Wealth Management
Omaha,
Nebraska
|
$4.17M
|
+$53.1K
|
+7,254
|
+1%
|
|
|
25
|
Destination Wealth Management
Walnut Creek,
California
|
$4.15M
|
-$1.83M
|
-249,942
|
-31%
|
|
