|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$206M
|
+$29.6M
|
+1,064,668
|
+17%
|
|
|
2
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$23.2M
|
+$7.48M
|
+269,102
|
+47%
|
|
|
3
|
SFMG Wealth Advisors
Plano,
Texas
|
$19M
|
+$693K
|
+24,924
|
+4%
|
|
|
4
|
Piershale Financial Group
Barrington,
Illinois
|
$17.4M
|
+$17.4M
|
+624,666
|
New
|
|
|
5
|
Apriem Advisors
Irvine,
California
|
$13.1M
|
+$1.46M
|
+52,518
|
+13%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$10.5M
|
+$503K
|
+18,098
|
+5%
|
|
|
7
|
Frontier Wealth Management
Kansas City,
Missouri
|
$7.8M
|
+$251K
|
+9,044
|
+3%
|
|
|
8
|
Financial Consulate
Hunt Valley,
Maryland
|
$6.46M
|
+$80.1K
|
+2,882
|
+1%
|
|
|
9
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$6.33M
|
+$841K
|
+30,260
|
+15%
|
|
|
10
|
Pring Turner Capital Group
Alamo,
California
|
$6.19M
|
-$40K
|
-1,440
|
-0.6%
|
|
|
11
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$5.92M
|
-$7.12K
|
-256
|
-0.1%
|
|
|
12
|
Krilogy Financial
St. Louis,
Missouri
|
$5.57M
|
+$3M
|
+107,822
|
+116%
|
|
|
13
|
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
|
$5.56M
|
-$2.89K
|
-104
|
-0.1%
|
|
|
14
|
Financial & Investment Management Group
Traverse City,
Michigan
|
$4.67M
|
+$4.23M
|
+152,180
|
+957%
|
|
|
15
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$4.64M
|
-$3.23M
|
-116,340
|
-41%
|
|
|
16
|
Cardan Capital Partners
Denver,
Colorado
|
$4.18M
|
+$243K
|
+8,730
|
+6%
|
|
|
17
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$3.67M
|
+$281K
|
+10,110
|
+8%
|
|
|
18
|
Kernodle & Katon Asset Management Group
Searcy,
Arkansas
|
$2.91M
|
-$137K
|
-4,922
|
-4%
|
|
|
19
|
Cetera Advisors
Denver,
Colorado
|
$2.85M
|
+$102K
|
+3,656
|
+4%
|
|
|
20
|
Sequoia Financial Advisors
Akron,
Ohio
|
$2.61M
|
+$2.62M
|
+94,088
|
New
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.57M
|
+$1.95M
|
+69,952
|
+309%
|
|
|
22
|
Bangor Savings Bank
Bangor,
Maine
|
$1.82M
|
+$196K
|
+7,044
|
+12%
|
|
|
23
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$1.72M
|
+$145K
|
+5,200
|
+9%
|
|
|
24
|
Peak Asset Management
Louisville,
Colorado
|
$1.7M
|
+$445K
|
+16,008
|
+36%
|
|
|
25
|
Asset Dedication LLC
San Francisco,
California
|
$1.38M
|
+$54.1K
|
+1,944
|
+4%
|
|
