|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$43M
|
-$22.3M
|
-834,944
|
-34%
|
|
|
2
|
Charles Schwab
San Francisco,
California
|
$18.2M
|
+$913K
|
+34,102
|
+5%
|
|
|
3
|
Financial Consulate
Hunt Valley,
Maryland
|
$13.8M
|
+$13.7M
|
+513,446
|
New
|
|
|
4
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$11.4M
|
+$11.4M
|
+425,344
|
New
|
|
|
5
|
Frontier Wealth Management
Kansas City,
Missouri
|
$10.3M
|
+$10.3M
|
+385,090
|
New
|
|
|
6
|
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
|
$8.52M
|
+$8.51M
|
+317,882
|
New
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.32M
|
+$4.04M
|
+151,080
|
+1,507%
|
|
|
8
|
Tuttle Capital Management
Riverside,
Connecticut
|
$3.43M
|
+$2.14M
|
+80,062
|
+167%
|
|
|
9
|
Twele Capital Management
Minnetonka,
Minnesota
|
$3.28M
|
–
|
–
|
–
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$2.4M
|
+$2.37M
|
+88,374
|
+7,752%
|
|
|
11
|
Waverly Advisors
Birmingham,
Alabama
|
$2.37M
|
+$71.1K
|
+2,656
|
+3%
|
|
|
12
|
|
$1.94M
|
-$805K
|
-30,062
|
-29%
|
|
|
13
|
Bangor Savings Bank
Bangor,
Maine
|
$1.62M
|
+$1.14M
|
+42,692
|
+239%
|
|
|
14
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$1.52M
|
-$130K
|
-4,842
|
-8%
|
|
|
15
|
Vista Capital Partners
Portland,
Oregon
|
$1.49M
|
-$380K
|
-14,194
|
-20%
|
|
|
16
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.34M
|
+$1.34M
|
+50,122
|
New
|
|
|
17
|
D. Scott Neal
Lexington,
Kentucky
|
$1.19M
|
-$42.2K
|
-1,578
|
-3%
|
|
|
18
|
Perigon Wealth Management
San Francisco,
California
|
$1.03M
|
-$1.82K
|
-68
|
-0.2%
|
|
|
19
|
Friedenthal Financial
Marlton,
New Jersey
|
$765K
|
+$504K
|
+18,846
|
+194%
|
|
|
20
|
ProVise Management Group
Clearwater,
Florida
|
$682K
|
+$681K
|
+25,454
|
New
|
|
|
21
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$612K
|
+$611K
|
+22,846
|
New
|
|
|
22
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$499K
|
-$55.1K
|
-2,060
|
-10%
|
|
|
23
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$465K
|
+$464K
|
+17,352
|
New
|
|
|
24
|
Optimum Investment Advisors
Chicago,
Illinois
|
$409K
|
-$53K
|
-1,980
|
-11%
|
|
|
25
|
VSR Financial Services
Overland Park,
Kansas
|
$276K
|
-$32.7K
|
-1,222
|
-11%
|
|
