|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$253M
|
+$7.97M
|
+1,011,618
|
+3%
|
|
|
2
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$146M
|
+$1.83M
|
+232,680
|
+1%
|
|
|
3
|
Charles Schwab
San Francisco,
California
|
$59.7M
|
+$2.02M
|
+256,962
|
+3%
|
|
|
4
|
Empirical Wealth Management
Seattle,
Washington
|
$30.9M
|
+$1.41M
|
+179,310
|
+5%
|
|
|
5
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$30M
|
-$307K
|
-38,928
|
-1%
|
|
|
6
|
Cobblestone Capital Advisors
Rochester,
New York
|
$26.9M
|
+$6.75M
|
+857,076
|
+33%
|
|
|
7
|
Aspiriant Holdings S3
Los Angeles,
California
|
$24.3M
|
+$1.14M
|
+144,510
|
+5%
|
|
|
8
|
Financial Management Professionals
Austin,
Texas
|
$19.8M
|
+$269K
|
+34,164
|
+1%
|
|
|
9
|
CWH Capital Management
Spokane,
Washington
|
$18.4M
|
+$2.09M
|
+265,260
|
+13%
|
|
|
10
|
Evermay Wealth Management
Arlington,
Virginia
|
$18.2M
|
+$1.59M
|
+201,888
|
+10%
|
|
|
11
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$14.5M
|
-$12.1K
|
-1,536
|
-0.1%
|
|
|
12
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$12.1M
|
+$717K
|
+91,038
|
+6%
|
|
|
13
|
Bangor Savings Bank
Bangor,
Maine
|
$11.8M
|
+$525K
|
+66,666
|
+5%
|
|
|
14
|
Buffington Mohr McNeal
Boise,
Idaho
|
$11.7M
|
-$94.5K
|
-12,000
|
-0.8%
|
|
|
15
|
Hollencrest Capital Management
Newport Beach,
California
|
$11.7M
|
+$11.7M
|
+1,487,730
|
New
|
|
|
16
|
|
$11.3M
|
-$193K
|
-24,528
|
-2%
|
|
|
17
|
Parsec Financial Management
Asheville,
North Carolina
|
$10.8M
|
+$912K
|
+115,866
|
+9%
|
|
|
18
|
Planning Alternatives
Birmingham,
Michigan
|
$9.25M
|
+$902K
|
+114,600
|
+11%
|
|
|
19
|
Tuttle Capital Management
Riverside,
Connecticut
|
$7.96M
|
+$8M
|
+1,015,980
|
New
|
|
|
20
|
Cabot Wealth Management
Salem,
Massachusetts
|
$6.92M
|
+$1.03M
|
+130,980
|
+17%
|
|
|
21
|
Monetta Financial Services
Wheaton,
Illinois
|
$6.67M
|
–
|
–
|
–
|
|
|
22
|
Piershale Financial Group
Barrington,
Illinois
|
$6.18M
|
-$343K
|
-43,602
|
-5%
|
|
|
23
|
JMG Financial Group
Downers Grove,
Illinois
|
$5.99M
|
+$1.85M
|
+234,486
|
+44%
|
|
|
24
|
SVA Wealth Management
Madison,
Wisconsin
|
$5.66M
|
+$503K
|
+63,906
|
+10%
|
|
|
25
|
Bouchey Financial Group
Troy,
New York
|
$5.27M
|
+$404K
|
+51,282
|
+8%
|
|
