|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$44.4M
|
+$800K
|
+29,538
|
+2%
|
|
|
2
|
Charles Schwab
San Francisco,
California
|
$19.6M
|
+$1.08M
|
+39,726
|
+6%
|
|
|
3
|
Financial Consulate
Hunt Valley,
Maryland
|
$8.71M
|
-$5.23M
|
-193,098
|
-38%
|
|
|
4
|
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
|
$8.54M
|
-$105K
|
-3,862
|
-1%
|
|
|
5
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$6.14M
|
-$5.4M
|
-199,574
|
-47%
|
|
|
6
|
Frontier Wealth Management
Kansas City,
Missouri
|
$5.47M
|
-$4.98M
|
-183,952
|
-48%
|
|
|
7
|
Twele Capital Management
Minnetonka,
Minnesota
|
$3.33M
|
–
|
–
|
–
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$2.77M
|
+$339K
|
+12,510
|
+14%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.7M
|
+$2.69M
|
+99,440
|
New
|
|
|
10
|
Waverly Advisors
Birmingham,
Alabama
|
$2.4M
|
-$7.25K
|
-268
|
-0.3%
|
|
|
11
|
Tuttle Capital Management
Riverside,
Connecticut
|
$1.94M
|
-$1.53M
|
-56,526
|
-44%
|
|
|
12
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.91M
|
+$545K
|
+20,130
|
+40%
|
|
|
13
|
|
$1.85M
|
+$1.85M
|
+68,232
|
New
|
|
|
14
|
Bangor Savings Bank
Bangor,
Maine
|
$1.7M
|
+$55.6K
|
+2,054
|
+3%
|
|
|
15
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$1.5M
|
-$19.4K
|
-718
|
-1%
|
|
|
16
|
Vista Capital Partners
Portland,
Oregon
|
$1.49M
|
-$21K
|
-774
|
-1%
|
|
|
17
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$1.29M
|
+$665K
|
+24,562
|
+108%
|
|
|
18
|
D. Scott Neal
Lexington,
Kentucky
|
$1.18M
|
-$30.6K
|
-1,132
|
-3%
|
|
|
19
|
|
$1.03M
|
-$932K
|
-34,428
|
-48%
|
|
|
20
|
Perigon Wealth Management
San Francisco,
California
|
$1.02M
|
-$21.1K
|
-780
|
-2%
|
|
|
21
|
Friedenthal Financial
Marlton,
New Jersey
|
$846K
|
+$70.4K
|
+2,600
|
+9%
|
|
|
22
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$817K
|
+$344K
|
+12,714
|
+73%
|
|
|
23
|
ProVise Management Group
Clearwater,
Florida
|
$531K
|
-$160K
|
-5,902
|
-23%
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$448K
|
-$3.91M
|
-144,608
|
-90%
|
|
|
25
|
Virtu KCG Holdings
New York
|
$429K
|
+$427K
|
+15,790
|
New
|
|
