|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$121M
|
+$14.4M
|
+526,238
|
+14%
|
|
|
2
|
Charles Schwab
San Francisco,
California
|
$23.5M
|
+$418K
|
+15,276
|
+2%
|
|
|
3
|
SFMG Wealth Advisors
Plano,
Texas
|
$21.2M
|
+$21M
|
+769,030
|
New
|
|
|
4
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$10.6M
|
+$10.2M
|
+372,100
|
+2,935%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$9.93M
|
-$160K
|
-5,866
|
-2%
|
|
|
6
|
Apriem Advisors
Irvine,
California
|
$9.65M
|
+$9.27M
|
+338,686
|
+3,192%
|
|
|
7
|
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
|
$8M
|
+$108K
|
+3,954
|
+1%
|
|
|
8
|
Financial Consulate
Hunt Valley,
Maryland
|
$6.44M
|
-$118K
|
-4,314
|
-2%
|
|
|
9
|
Pring Turner Capital Group
Alamo,
California
|
$6.23M
|
+$6.17M
|
+225,480
|
New
|
|
|
10
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$6.21M
|
+$6.15M
|
+224,942
|
New
|
|
|
11
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$5.85M
|
-$601K
|
-21,974
|
-9%
|
|
|
12
|
Frontier Wealth Management
Kansas City,
Missouri
|
$5.16M
|
-$2.84M
|
-103,862
|
-36%
|
|
|
13
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$5.09M
|
+$940K
|
+34,362
|
+23%
|
|
|
14
|
Cardan Capital Partners
Denver,
Colorado
|
$3.59M
|
+$2M
|
+73,008
|
+128%
|
|
|
15
|
Kernodle & Katon Asset Management Group
Searcy,
Arkansas
|
$3.38M
|
-$613K
|
-22,410
|
-15%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$3.19M
|
+$890K
|
+32,548
|
+39%
|
|
|
17
|
|
$3.08M
|
+$3.05M
|
+111,638
|
New
|
|
|
18
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$3.02M
|
+$469K
|
+17,140
|
+19%
|
|
|
19
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$2.04M
|
-$194K
|
-7,074
|
-9%
|
|
|
20
|
Krilogy Financial
St. Louis,
Missouri
|
$1.9M
|
+$1.88M
|
+68,732
|
New
|
|
|
21
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$1.89M
|
+$78.5K
|
+2,870
|
+4%
|
|
|
22
|
Bangor Savings Bank
Bangor,
Maine
|
$1.71M
|
+$18.1K
|
+662
|
+1%
|
|
|
23
|
Asset Dedication LLC
San Francisco,
California
|
$1.62M
|
+$1.6M
|
+58,614
|
+2,930,700%
|
|
|
24
|
Vista Capital Partners
Portland,
Oregon
|
$1.38M
|
-$25.4K
|
-930
|
-2%
|
|
|
25
|
Waverly Advisors
Birmingham,
Alabama
|
$1.3M
|
-$1.22M
|
-44,710
|
-49%
|
|
