|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$244M
|
+$9.81M
|
+1,295,352
|
+4%
|
|
|
2
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$144M
|
+$18.5M
|
+2,436,750
|
+15%
|
|
|
3
|
Charles Schwab
San Francisco,
California
|
$57.5M
|
+$5.34M
|
+705,384
|
+11%
|
|
|
4
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$30.2M
|
-$2.89M
|
-381,630
|
-9%
|
|
|
5
|
Empirical Wealth Management
Seattle,
Washington
|
$29.4M
|
+$902K
|
+119,130
|
+3%
|
|
|
6
|
Aspiriant Holdings S3
Los Angeles,
California
|
$23.1M
|
+$3.54M
|
+467,370
|
+19%
|
|
|
7
|
Cobblestone Capital Advisors
Rochester,
New York
|
$20.1M
|
+$830K
|
+109,662
|
+4%
|
|
|
8
|
Financial Management Professionals
Austin,
Texas
|
$19.5M
|
+$18.4M
|
+2,425,584
|
+3,289%
|
|
|
9
|
Evermay Wealth Management
Arlington,
Virginia
|
$16.6M
|
+$2.86M
|
+378,294
|
+22%
|
|
|
10
|
|
$16.4M
|
-$748K
|
-98,760
|
-4%
|
|
|
11
|
CWH Capital Management
Spokane,
Washington
|
$16.3M
|
-$2.26M
|
-298,560
|
-13%
|
|
|
12
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$14.4M
|
+$927K
|
+122,406
|
+7%
|
|
|
13
|
Buffington Mohr McNeal
Boise,
Idaho
|
$11.8M
|
+$693K
|
+91,542
|
+6%
|
|
|
14
|
|
$11.4M
|
-$8.61M
|
-1,137,036
|
-44%
|
|
|
15
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$11.4M
|
+$318K
|
+41,946
|
+3%
|
|
|
16
|
Bangor Savings Bank
Bangor,
Maine
|
$11.2M
|
+$89.9K
|
+11,868
|
+0.8%
|
|
|
17
|
Parsec Financial Management
Asheville,
North Carolina
|
$9.83M
|
+$657K
|
+86,712
|
+7%
|
|
|
18
|
Planning Alternatives
Birmingham,
Michigan
|
$8.33M
|
+$6.19M
|
+817,398
|
+328%
|
|
|
19
|
Monetta Financial Services
Wheaton,
Illinois
|
$6.65M
|
–
|
–
|
–
|
|
|
20
|
Piershale Financial Group
Barrington,
Illinois
|
$6.5M
|
+$6.3M
|
+832,290
|
New
|
|
|
21
|
Cabot Wealth Management
Salem,
Massachusetts
|
$5.87M
|
+$565K
|
+74,646
|
+11%
|
|
|
22
|
ProVise Management Group
Clearwater,
Florida
|
$5.85M
|
+$5.68M
|
+750,048
|
New
|
|
|
23
|
SVA Wealth Management
Madison,
Wisconsin
|
$5.14M
|
+$70K
|
+9,240
|
+1%
|
|
|
24
|
|
$5.06M
|
+$4.65M
|
+613,746
|
+1,793%
|
|
|
25
|
AMI Investment Management
Kendallville,
Indiana
|
$4.89M
|
+$112K
|
+14,730
|
+2%
|
|
