|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$226M
|
+$29.5M
|
+1,087,598
|
+15%
|
|
|
2
|
Financial & Investment Management Group
Traverse City,
Michigan
|
$28.9M
|
+$24.8M
|
+916,496
|
+545%
|
|
|
3
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$22.7M
|
+$366K
|
+13,516
|
+2%
|
|
|
4
|
SFMG Wealth Advisors
Plano,
Texas
|
$14.5M
|
-$3.83M
|
-141,398
|
-21%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$10.5M
|
+$387K
|
+14,272
|
+4%
|
|
|
6
|
IndexIQ Advisors
New York
|
$8.37M
|
+$8.51M
|
+313,870
|
New
|
|
|
7
|
Krilogy Financial
St. Louis,
Missouri
|
$8.25M
|
+$2.95M
|
+108,770
|
+54%
|
|
|
8
|
Frontier Wealth Management
Kansas City,
Missouri
|
$7.23M
|
-$266K
|
-9,810
|
-3%
|
|
|
9
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$6.63M
|
+$519K
|
+19,160
|
+8%
|
|
|
10
|
Pring Turner Capital Group
Alamo,
California
|
$5.91M
|
-$35.5K
|
-1,310
|
-0.6%
|
|
|
11
|
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
|
$5.38M
|
+$42.1K
|
+1,552
|
+0.8%
|
|
|
12
|
Financial Consulate
Hunt Valley,
Maryland
|
$5.31M
|
-$903K
|
-33,330
|
-14%
|
|
|
13
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$5.29M
|
-$404K
|
-14,898
|
-7%
|
|
|
14
|
Cardan Capital Partners
Denver,
Colorado
|
$4.26M
|
+$246K
|
+9,066
|
+6%
|
|
|
15
|
Cetera Advisors
Denver,
Colorado
|
$3.92M
|
+$1.2M
|
+44,336
|
+43%
|
|
|
16
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$3.77M
|
+$254K
|
+9,368
|
+7%
|
|
|
17
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$3.49M
|
-$984K
|
-36,290
|
-22%
|
|
|
18
|
Kernodle & Katon Asset Management Group
Searcy,
Arkansas
|
$2.74M
|
-$51.1K
|
-1,886
|
-2%
|
|
|
19
|
Sequoia Financial Advisors
Akron,
Ohio
|
$2.66M
|
+$148K
|
+5,468
|
+6%
|
|
|
20
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$2.57M
|
+$2.61M
|
+96,226
|
New
|
|
|
21
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$2.35M
|
+$2.11M
|
+77,718
|
+751%
|
|
|
22
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.98M
|
+$1.91M
|
+70,488
|
+1,948%
|
|
|
23
|
Bangor Savings Bank
Bangor,
Maine
|
$1.85M
|
+$101K
|
+3,730
|
+6%
|
|
|
24
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$1.79M
|
+$142K
|
+5,250
|
+8%
|
|
|
25
|
Peak Asset Management
Louisville,
Colorado
|
$1.63M
|
+$2.17K
|
+80
|
+0.1%
|
|
