|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$177M
|
+$54.3M
|
+1,968,440
|
+45%
|
|
|
2
|
SFMG Wealth Advisors
Plano,
Texas
|
$18.4M
|
-$3.03M
|
-109,742
|
-14%
|
|
|
3
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$15.9M
|
+$9.43M
|
+341,692
|
+152%
|
|
|
4
|
Apriem Advisors
Irvine,
California
|
$11.7M
|
+$1.9M
|
+68,872
|
+20%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$10.1M
|
+$12.9K
|
+466
|
+0.1%
|
|
|
6
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$7.93M
|
-$2.8M
|
-101,390
|
-26%
|
|
|
7
|
Frontier Wealth Management
Kansas City,
Missouri
|
$7.61M
|
+$2.35M
|
+85,056
|
+46%
|
|
|
8
|
Financial Consulate
Hunt Valley,
Maryland
|
$6.43M
|
-$98.3K
|
-3,560
|
-2%
|
|
|
9
|
Pring Turner Capital Group
Alamo,
California
|
$6.28M
|
-$33.7K
|
-1,220
|
-0.5%
|
|
|
10
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$5.97M
|
+$39.2K
|
+1,420
|
+0.7%
|
|
|
11
|
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
|
$5.61M
|
-$2.46M
|
-89,292
|
-31%
|
|
|
12
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$5.57M
|
+$409K
|
+14,806
|
+8%
|
|
|
13
|
Knowledge Leaders Capital
Denver,
Colorado
|
$5.46M
|
+$5.39M
|
+195,132
|
New
|
|
|
14
|
Cardan Capital Partners
Denver,
Colorado
|
$3.97M
|
+$327K
|
+11,836
|
+9%
|
|
|
15
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$3.41M
|
+$343K
|
+12,432
|
+11%
|
|
|
16
|
Kernodle & Katon Asset Management Group
Searcy,
Arkansas
|
$3.07M
|
-$350K
|
-12,680
|
-10%
|
|
|
17
|
Cetera Advisors
Denver,
Colorado
|
$2.76M
|
+$2.73M
|
+98,930
|
New
|
|
|
18
|
Krilogy Financial
St. Louis,
Missouri
|
$2.59M
|
+$659K
|
+23,892
|
+35%
|
|
|
19
|
Friedenthal Financial
Marlton,
New Jersey
|
$2.17M
|
+$1.35M
|
+48,832
|
+169%
|
|
|
20
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$2.05M
|
+$136K
|
+4,926
|
+7%
|
|
|
21
|
Bangor Savings Bank
Bangor,
Maine
|
$1.64M
|
-$87.4K
|
-3,166
|
-5%
|
|
|
22
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$1.58M
|
+$1.56M
|
+56,580
|
New
|
|
|
23
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$1.46M
|
-$593K
|
-21,484
|
-29%
|
|
|
24
|
Vista Capital Partners
Portland,
Oregon
|
$1.38M
|
-$10.8K
|
-390
|
-0.8%
|
|
|
25
|
Asset Dedication LLC
San Francisco,
California
|
$1.33M
|
-$305K
|
-11,056
|
-19%
|
|
