|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$93.7M
|
+$50.2M
|
+1,863,168
|
+114%
|
|
|
2
|
Charles Schwab
San Francisco,
California
|
$20.3M
|
+$1.04M
|
+38,616
|
+5%
|
|
|
3
|
Frontier Wealth Management
Kansas City,
Missouri
|
$10.3M
|
+$4.99M
|
+184,904
|
+92%
|
|
|
4
|
Financial Consulate
Hunt Valley,
Maryland
|
$8.55M
|
-$36.9K
|
-1,368
|
-0.4%
|
|
|
5
|
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
|
$8.47M
|
+$53.8K
|
+1,994
|
+0.6%
|
|
|
6
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$6.19M
|
+$143K
|
+5,322
|
+2%
|
|
|
7
|
Twele Capital Management
Minnetonka,
Minnesota
|
$3.46M
|
+$187K
|
+6,944
|
+6%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$2.92M
|
+$188K
|
+6,982
|
+7%
|
|
|
9
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$2.68M
|
+$798K
|
+29,598
|
+42%
|
|
|
10
|
Waverly Advisors
Birmingham,
Alabama
|
$2.61M
|
+$248K
|
+9,204
|
+10%
|
|
|
11
|
Bangor Savings Bank
Bangor,
Maine
|
$1.7M
|
+$17.1K
|
+634
|
+1%
|
|
|
12
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$1.61M
|
+$134K
|
+4,958
|
+9%
|
|
|
13
|
Vista Capital Partners
Portland,
Oregon
|
$1.44M
|
-$27K
|
-1,002
|
-2%
|
|
|
14
|
Perigon Wealth Management
San Francisco,
California
|
$1.31M
|
+$305K
|
+11,310
|
+30%
|
|
|
15
|
|
$1.3M
|
-$534K
|
-19,814
|
-29%
|
|
|
16
|
D. Scott Neal
Lexington,
Kentucky
|
$1.29M
|
+$130K
|
+4,834
|
+11%
|
|
|
17
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$1.24M
|
+$439K
|
+16,278
|
+54%
|
|
|
18
|
ProVise Management Group
Clearwater,
Florida
|
$899K
|
+$377K
|
+14,000
|
+72%
|
|
|
19
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$886K
|
+$892K
|
+33,070
|
New
|
|
|
20
|
Friedenthal Financial
Marlton,
New Jersey
|
$863K
|
+$28.3K
|
+1,050
|
+3%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$652K
|
-$2.03M
|
-75,120
|
-76%
|
|
|
22
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$613K
|
-$662K
|
-24,542
|
-52%
|
|
|
23
|
First Allied Advisory Services
San Diego,
California
|
$531K
|
+$530K
|
+19,644
|
New
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$470K
|
+$473K
|
+17,542
|
New
|
|
|
25
|
VSR Financial Services
Overland Park,
Kansas
|
$447K
|
+$137K
|
+5,076
|
+44%
|
|
