|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$451M
|
+$220M
|
+26,201,334
|
+92%
|
|
|
2
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$158M
|
+$2.86M
|
+340,650
|
+2%
|
|
|
3
|
Charles Schwab
San Francisco,
California
|
$66.2M
|
+$4.54M
|
+541,308
|
+7%
|
|
|
4
|
Financial Management Professionals
Austin,
Texas
|
$56.7M
|
+$2.86M
|
+341,202
|
+5%
|
|
|
5
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$52.7M
|
+$1.98M
|
+235,296
|
+4%
|
|
|
6
|
Cobblestone Capital Advisors
Rochester,
New York
|
$40.7M
|
-$2.34M
|
-279,192
|
-5%
|
|
|
7
|
Empirical Wealth Management
Seattle,
Washington
|
$33.1M
|
-$26.1K
|
-3,114
|
-0.1%
|
|
|
8
|
HT Partners
Centerbrook,
Connecticut
|
$32.8M
|
+$418K
|
+49,800
|
+1%
|
|
|
9
|
Evermay Wealth Management
Arlington,
Virginia
|
$31.4M
|
+$3.61M
|
+429,582
|
+13%
|
|
|
10
|
Financial Consulate
Hunt Valley,
Maryland
|
$19.7M
|
+$20.1M
|
+2,392,332
|
New
|
|
|
11
|
CWH Capital Management
Spokane,
Washington
|
$17.8M
|
-$5.43M
|
-646,350
|
-23%
|
|
|
12
|
Planning Alternatives
Birmingham,
Michigan
|
$15.7M
|
+$1.02M
|
+121,368
|
+7%
|
|
|
13
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$14.9M
|
+$514K
|
+61,212
|
+4%
|
|
|
14
|
Buffington Mohr McNeal
Boise,
Idaho
|
$14.1M
|
+$907K
|
+108,060
|
+7%
|
|
|
15
|
Courage Miller Partners
Norfolk,
Virginia
|
$14M
|
+$4.04M
|
+481,218
|
+39%
|
|
|
16
|
Parsec Financial Management
Asheville,
North Carolina
|
$13.7M
|
+$917K
|
+109,176
|
+7%
|
|
|
17
|
|
$13M
|
+$62.6K
|
+7,458
|
+0.5%
|
|
|
18
|
Bangor Savings Bank
Bangor,
Maine
|
$11.8M
|
-$489K
|
-58,194
|
-4%
|
|
|
19
|
WealthTrust-Arizona
Scottsdale,
Arizona
|
$11.6M
|
+$1.09M
|
+129,510
|
+10%
|
|
|
20
|
JMG Financial Group
Downers Grove,
Illinois
|
$11.1M
|
+$1.3M
|
+155,394
|
+13%
|
|
|
21
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$10.9M
|
+$2.6M
|
+309,492
|
+30%
|
|
|
22
|
United Capital Financial Advisors
Irving,
Texas
|
$10.9M
|
+$2.57M
|
+306,534
|
+30%
|
|
|
23
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$10.4M
|
-$1.34M
|
-159,666
|
-11%
|
|
|
24
|
Ironwood Financial
Tucson,
Arizona
|
$9.92M
|
+$128K
|
+15,276
|
+1%
|
|
|
25
|
Corrado Advisors
Ramsey,
New Jersey
|
$9.78M
|
-$2.82M
|
-336,330
|
-22%
|
|
