|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$263M
|
+$86.2M
|
+4,584,151
|
+57%
|
|
|
2
|
|
$25.7M
|
+$3.77M
|
+200,690
|
+19%
|
|
|
3
|
WealthTrust Fairport
Cleveland,
Ohio
|
$25M
|
+$14.2M
|
+756,026
|
+169%
|
|
|
4
|
Charles Schwab
San Francisco,
California
|
$19.5M
|
+$548K
|
+29,140
|
+3%
|
|
|
5
|
Emery Howard Portfolio Management
Burlingame,
California
|
$16.9M
|
+$3.71M
|
+197,386
|
+32%
|
|
|
6
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$16.1M
|
+$2.85M
|
+151,416
|
+24%
|
|
|
7
|
Krilogy Financial
St. Louis,
Missouri
|
$10.8M
|
+$9.77M
|
+519,937
|
New
|
|
|
8
|
JMG Financial Group
Downers Grove,
Illinois
|
$10.1M
|
-$5.29M
|
-281,286
|
-37%
|
|
|
9
|
Bouchey Financial Group
Troy,
New York
|
$9.78M
|
-$259K
|
-13,780
|
-3%
|
|
|
10
|
Avidian Wealth Enterprises
Houston,
Texas
|
$7.88M
|
+$7.13M
|
+379,292
|
New
|
|
|
11
|
BCWM LLC
Overland Park,
Kansas
|
$7.83M
|
-$367K
|
-19,541
|
-5%
|
|
|
12
|
Frontier Investment Management
Dallas,
Texas
|
$7.58M
|
+$603K
|
+32,105
|
+10%
|
|
|
13
|
Valentine Ventures
Bend,
Oregon
|
$7.54M
|
+$2.32M
|
+123,619
|
+52%
|
|
|
14
|
Destination Wealth Management
Walnut Creek,
California
|
$7.45M
|
–
|
–
|
–
|
|
|
15
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$5.84M
|
+$2.78M
|
+147,797
|
+111%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$5.52M
|
+$34.3K
|
+1,825
|
+0.7%
|
|
|
17
|
North Star Asset Management
Neenah,
Wisconsin
|
$5.05M
|
+$451K
|
+23,994
|
+11%
|
|
|
18
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$5.03M
|
+$229K
|
+12,174
|
+5%
|
|
|
19
|
Frontier Wealth Management
Kansas City,
Missouri
|
$4.9M
|
+$240K
|
+12,750
|
+6%
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$4.83M
|
+$2.15M
|
+114,569
|
+97%
|
|
|
21
|
Garde Capital
Seattle,
Washington
|
$4.72M
|
+$946K
|
+50,309
|
+28%
|
|
|
22
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$4.35M
|
+$320K
|
+17,025
|
+9%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$3.96M
|
+$257K
|
+13,648
|
+7%
|
|
|
24
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$3.76M
|
-$2.13M
|
-113,564
|
-39%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.54M
|
+$642K
|
+34,150
|
+25%
|
|
