|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$103M
|
-$12.1M
|
-447,416
|
-10%
|
|
|
2
|
Charles Schwab
San Francisco,
California
|
$22.4M
|
+$1.47M
|
+54,338
|
+7%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$9.8M
|
+$9.86M
|
+365,580
|
+18,279,000%
|
|
|
4
|
Frontier Wealth Management
Kansas City,
Missouri
|
$7.79M
|
+$1.13M
|
+41,976
|
+17%
|
|
|
5
|
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
|
$7.66M
|
-$937K
|
-34,716
|
-11%
|
|
|
6
|
Financial Consulate
Hunt Valley,
Maryland
|
$6.37M
|
-$1.86M
|
-68,800
|
-22%
|
|
|
7
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$6.27M
|
-$93.7K
|
-3,472
|
-1%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$5.57M
|
+$5.6M
|
+207,644
|
New
|
|
|
9
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$4.02M
|
+$780K
|
+28,914
|
+24%
|
|
|
10
|
Kernodle & Katon Asset Management Group
Searcy,
Arkansas
|
$3.88M
|
+$3.9M
|
+144,694
|
New
|
|
|
11
|
Twele Capital Management
Minnetonka,
Minnesota
|
$3.25M
|
-$40.4K
|
-1,498
|
-1%
|
|
|
12
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$2.47M
|
+$2.49M
|
+92,328
|
New
|
|
|
13
|
Waverly Advisors
Birmingham,
Alabama
|
$2.46M
|
-$38.7K
|
-1,434
|
-2%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$2.23M
|
-$2.95M
|
-109,316
|
-57%
|
|
|
15
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$2.16M
|
+$149K
|
+5,522
|
+7%
|
|
|
16
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$1.76M
|
+$94.5K
|
+3,502
|
+6%
|
|
|
17
|
Bangor Savings Bank
Bangor,
Maine
|
$1.64M
|
-$67.5K
|
-2,500
|
-4%
|
|
|
18
|
Cardan Capital Partners
Denver,
Colorado
|
$1.53M
|
+$1.54M
|
+57,052
|
New
|
|
|
19
|
Vista Capital Partners
Portland,
Oregon
|
$1.36M
|
-$117K
|
-4,322
|
-8%
|
|
|
20
|
First Allied Advisory Services
San Diego,
California
|
$1.03M
|
+$1.03M
|
+38,206
|
New
|
|
|
21
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1.01M
|
+$35.1K
|
+1,300
|
+4%
|
|
|
22
|
Concert Wealth Management
San Jose,
California
|
$990K
|
+$609K
|
+22,554
|
+158%
|
|
|
23
|
Perigon Wealth Management
San Francisco,
California
|
$926K
|
-$382K
|
-14,156
|
-29%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$902K
|
+$908K
|
+33,656
|
New
|
|
|
25
|
Friedenthal Financial
Marlton,
New Jersey
|
$773K
|
-$90.7K
|
-3,360
|
-10%
|
|
