|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$450M
|
+$33.4M
|
+4,129,578
|
+8%
|
|
|
2
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$159M
|
+$12.9M
|
+1,598,706
|
+8%
|
|
|
3
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$74.4M
|
+$27M
|
+3,337,176
|
+52%
|
|
|
4
|
Charles Schwab
San Francisco,
California
|
$64M
|
+$2.68M
|
+331,386
|
+4%
|
|
|
5
|
Cobblestone Capital Advisors
Rochester,
New York
|
$38.6M
|
+$883K
|
+109,188
|
+2%
|
|
|
6
|
Evermay Wealth Management
Arlington,
Virginia
|
$37.7M
|
+$9.04M
|
+1,118,064
|
+29%
|
|
|
7
|
Empirical Wealth Management
Seattle,
Washington
|
$31.4M
|
+$782K
|
+96,624
|
+2%
|
|
|
8
|
Financial Management Professionals
Austin,
Texas
|
$27.5M
|
-$26.7M
|
-3,301,224
|
-48%
|
|
|
9
|
Mariner
Overland Park,
Kansas
|
$20.9M
|
+$18.1M
|
+2,239,476
|
+451%
|
|
|
10
|
|
$20.5M
|
+$16.2M
|
+1,999,158
|
+290%
|
|
|
11
|
Creative Planning
Overland Park,
Kansas
|
$16.2M
|
+$16.2M
|
+2,008,164
|
+1,830%
|
|
|
12
|
Courage Miller Partners
Norfolk,
Virginia
|
$16.1M
|
+$3.26M
|
+402,924
|
+24%
|
|
|
13
|
United Capital Financial Advisors
Irving,
Texas
|
$15.6M
|
+$5.89M
|
+727,716
|
+55%
|
|
|
14
|
Buffington Mohr McNeal
Boise,
Idaho
|
$14.6M
|
+$1.59M
|
+196,356
|
+11%
|
|
|
15
|
Financial Consulate
Hunt Valley,
Maryland
|
$14.3M
|
-$4.16M
|
-514,518
|
-22%
|
|
|
16
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$14.3M
|
+$525K
|
+64,860
|
+4%
|
|
|
17
|
Planning Alternatives
Birmingham,
Michigan
|
$14M
|
-$626K
|
-77,412
|
-4%
|
|
|
18
|
CWH Capital Management
Spokane,
Washington
|
$13.6M
|
-$3.18M
|
-392,640
|
-18%
|
|
|
19
|
Parsec Financial Management
Asheville,
North Carolina
|
$13.2M
|
+$497K
|
+61,464
|
+4%
|
|
|
20
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$12.8M
|
+$2.22M
|
+274,998
|
+21%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$12.2M
|
+$3.33M
|
+411,204
|
+35%
|
|
|
22
|
WealthTrust-Arizona
Scottsdale,
Arizona
|
$11.5M
|
+$846K
|
+104,550
|
+7%
|
|
|
23
|
Bangor Savings Bank
Bangor,
Maine
|
$11.3M
|
+$364K
|
+44,982
|
+3%
|
|
|
24
|
|
$10.7M
|
+$7.79M
|
+962,958
|
+216%
|
|
|
25
|
Ironwood Financial
Tucson,
Arizona
|
$9.9M
|
+$736K
|
+90,978
|
+8%
|
|
