|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$236M
|
-$32.9M
|
-3,997,248
|
-12%
|
|
|
2
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$156M
|
-$612K
|
-74,376
|
-0.4%
|
|
|
3
|
Charles Schwab
San Francisco,
California
|
$62.1M
|
+$245K
|
+29,766
|
+0.4%
|
|
|
4
|
Financial Management Professionals
Austin,
Texas
|
$54.2M
|
+$34.9M
|
+4,234,902
|
+182%
|
|
|
5
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$51.1M
|
+$11.4M
|
+1,387,962
|
+29%
|
|
|
6
|
Cobblestone Capital Advisors
Rochester,
New York
|
$43.2M
|
+$13M
|
+1,582,644
|
+43%
|
|
|
7
|
Empirical Wealth Management
Seattle,
Washington
|
$33.3M
|
+$846K
|
+102,798
|
+3%
|
|
|
8
|
HT Partners
Centerbrook,
Connecticut
|
$32.3M
|
+$32.4M
|
+3,932,820
|
New
|
|
|
9
|
Evermay Wealth Management
Arlington,
Virginia
|
$28M
|
+$4.18M
|
+508,140
|
+18%
|
|
|
10
|
CWH Capital Management
Spokane,
Washington
|
$23.3M
|
+$6.19M
|
+752,010
|
+36%
|
|
|
11
|
Planning Alternatives
Birmingham,
Michigan
|
$14.8M
|
+$1.78M
|
+216,150
|
+14%
|
|
|
12
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$14.4M
|
+$1.27M
|
+154,704
|
+10%
|
|
|
13
|
Buffington Mohr McNeal
Boise,
Idaho
|
$13.2M
|
+$334K
|
+40,524
|
+3%
|
|
|
14
|
|
$13M
|
-$70.8K
|
-8,604
|
-0.5%
|
|
|
15
|
Parsec Financial Management
Asheville,
North Carolina
|
$12.9M
|
+$874K
|
+106,116
|
+7%
|
|
|
16
|
Corrado Advisors
Ramsey,
New Jersey
|
$12.6M
|
-$4.46M
|
-541,614
|
-26%
|
|
|
17
|
Bangor Savings Bank
Bangor,
Maine
|
$12.3M
|
-$344K
|
-41,778
|
-3%
|
|
|
18
|
Piershale Financial Group
Barrington,
Illinois
|
$11.9M
|
-$2.31M
|
-280,554
|
-16%
|
|
|
19
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$11.7M
|
-$3.13M
|
-380,052
|
-21%
|
|
|
20
|
WealthTrust-Arizona
Scottsdale,
Arizona
|
$10.5M
|
+$5.86M
|
+712,170
|
+126%
|
|
|
21
|
Courage Miller Partners
Norfolk,
Virginia
|
$10.1M
|
+$8.26M
|
+1,003,182
|
+450%
|
|
|
22
|
JMG Financial Group
Downers Grove,
Illinois
|
$9.85M
|
+$2.37M
|
+287,556
|
+32%
|
|
|
23
|
Ironwood Financial
Tucson,
Arizona
|
$9.85M
|
-$333K
|
-40,470
|
-3%
|
|
|
24
|
Fidelity Investments
Boston,
Massachusetts
|
$9.37M
|
-$200K
|
-24,264
|
-2%
|
|
|
25
|
Leavell Investment Management
Mobile,
Alabama
|
$8.8M
|
+$621K
|
+75,462
|
+8%
|
|
