|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$117M
|
+$21.4M
|
+792,134
|
+23%
|
|
|
2
|
Charles Schwab
San Francisco,
California
|
$21.3M
|
+$651K
|
+24,138
|
+3%
|
|
|
3
|
Apriem Advisors
Irvine,
California
|
$12.6M
|
+$12.4M
|
+461,406
|
New
|
|
|
4
|
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
|
$8.73M
|
+$118K
|
+4,382
|
+1%
|
|
|
5
|
Financial Consulate
Hunt Valley,
Maryland
|
$8.35M
|
-$341K
|
-12,642
|
-4%
|
|
|
6
|
Frontier Wealth Management
Kansas City,
Missouri
|
$6.78M
|
-$3.7M
|
-137,300
|
-36%
|
|
|
7
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$6.47M
|
+$170K
|
+6,312
|
+3%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$5.24M
|
+$2.25M
|
+83,376
|
+76%
|
|
|
9
|
SFMG Wealth Advisors
Plano,
Texas
|
$4.02M
|
+$3.98M
|
+147,502
|
New
|
|
|
10
|
Twele Capital Management
Minnetonka,
Minnesota
|
$3.35M
|
-$173K
|
-6,400
|
-5%
|
|
|
11
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$3.29M
|
+$570K
|
+21,130
|
+21%
|
|
|
12
|
Waverly Advisors
Birmingham,
Alabama
|
$2.54M
|
-$108K
|
-3,994
|
-4%
|
|
|
13
|
ProVise Management Group
Clearwater,
Florida
|
$2.54M
|
+$1.61M
|
+59,618
|
+178%
|
|
|
14
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$2.05M
|
+$779K
|
+28,896
|
+62%
|
|
|
15
|
Bangor Savings Bank
Bangor,
Maine
|
$1.73M
|
+$10.4K
|
+384
|
+0.6%
|
|
|
16
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$1.69M
|
+$49.2K
|
+1,826
|
+3%
|
|
|
17
|
Vista Capital Partners
Portland,
Oregon
|
$1.5M
|
+$32.5K
|
+1,204
|
+2%
|
|
|
18
|
Perigon Wealth Management
San Francisco,
California
|
$1.33M
|
-$6.09K
|
-226
|
-0.5%
|
|
|
19
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$994K
|
+$91.6K
|
+3,398
|
+10%
|
|
|
20
|
Friedenthal Financial
Marlton,
New Jersey
|
$878K
|
+$485
|
+18
|
+0.1%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$740K
|
+$733K
|
+27,174
|
New
|
|
|
22
|
D. Scott Neal
Lexington,
Kentucky
|
$709K
|
-$598K
|
-22,184
|
-46%
|
|
|
23
|
Argentus Capital Management
Dallas,
Texas
|
$671K
|
+$664K
|
+24,618
|
New
|
|
|
24
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$641K
|
+$18K
|
+666
|
+3%
|
|
|
25
|
|
$638K
|
-$674K
|
-25,000
|
-52%
|
|
