|
26
|
Charles Schwab
San Francisco,
California
|
$14.7M
|
+$14.7M
|
+517,396
|
New
|
|
|
27
|
Franklin Resources
San Mateo,
California
|
$14.2M
|
-$948K
|
-33,408
|
-6%
|
|
|
28
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$13.9M
|
+$1.06M
|
+37,480
|
+8%
|
|
|
29
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$13.9M
|
-$1.32M
|
-46,380
|
-9%
|
|
|
30
|
Seneca Financial Advisors
Rochester,
New York
|
$12.6M
|
+$659K
|
+23,202
|
+6%
|
|
|
31
|
AE Wealth Management
Topeka,
Kansas
|
$11.5M
|
-$1.48M
|
-52,148
|
-11%
|
|
|
32
|
CreativeOne Wealth
Overland Park,
Kansas
|
$10.7M
|
+$2.56M
|
+90,166
|
+31%
|
|
|
33
|
Harvest Group Wealth Management
Waltham,
Massachusetts
|
$10.2M
|
+$427K
|
+15,036
|
+4%
|
|
|
34
|
Financial Consulate
Hunt Valley,
Maryland
|
$10M
|
+$300K
|
+10,558
|
+3%
|
|
|
35
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$9.57M
|
+$1.15M
|
+40,478
|
+14%
|
|
|
36
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$9.47M
|
+$831K
|
+29,262
|
+10%
|
|
|
37
|
Galvin Gaustad & Stein
Scottsdale,
Arizona
|
$9.13M
|
+$1.64M
|
+57,644
|
+22%
|
|
|
38
|
IndexIQ Advisors
New York
|
$8.11M
|
+$3.17M
|
+111,528
|
+64%
|
|
|
39
|
Beacon Wealthcare LLC
Raleigh,
North Carolina
|
$8M
|
-$170K
|
-6,000
|
-2%
|
|
|
40
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$7.94M
|
+$271K
|
+9,544
|
+4%
|
|
|
41
|
Bangor Savings Bank
Bangor,
Maine
|
$7.53M
|
-$2.35M
|
-82,780
|
-24%
|
|
|
42
|
Bank of America
Charlotte,
North Carolina
|
$7.4M
|
+$1.1M
|
+38,738
|
+17%
|
|
|
43
|
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
|
$7.28M
|
+$568
|
+20
|
+0%
|
|
|
44
|
Sterling Investment Management
Tucson,
Arizona
|
$6.61M
|
-$781K
|
-27,504
|
-11%
|
|
|
45
|
West Coast Financial
Santa Barbara,
California
|
$6.3M
|
+$463K
|
+16,312
|
+8%
|
|
|
46
|
Spire Wealth Management
Mclean,
Virginia
|
$5.94M
|
+$449K
|
+15,808
|
+8%
|
|
|
47
|
Oakwell Private Wealth Management
Austin,
Texas
|
$5.73M
|
+$774K
|
+27,274
|
+16%
|
|
|
48
|
Cetera Advisors
Denver,
Colorado
|
$5.69M
|
+$305K
|
+10,746
|
+6%
|
|
|
49
|
Perigon Wealth Management
San Francisco,
California
|
$5.53M
|
+$1.38M
|
+48,446
|
+33%
|
|
|
50
|
Seascape Capital Management
Portsmouth,
New Hampshire
|
$5.48M
|
-$204K
|
-7,204
|
-4%
|
|
