|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$2.06億
|
+$2960万
|
+1,064,668
|
+17%
|
|
|
2
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$2322万
|
+$748万
|
+269,102
|
+47%
|
|
|
3
|
SFMG Wealth Advisors
Plano,
Texas
|
$1901万
|
+$69.3万
|
+24,924
|
+4%
|
|
|
4
|
Piershale Financial Group
Barrington,
Illinois
|
$1735万
|
+$1737万
|
+624,666
|
新規
|
|
|
5
|
Apriem Advisors
Irvine,
California
|
$1308万
|
+$146万
|
+52,518
|
+13%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$1051万
|
+$50.3万
|
+18,098
|
+5%
|
|
|
7
|
Frontier Wealth Management
Kansas City,
Missouri
|
$780万
|
+$25.1万
|
+9,044
|
+3%
|
|
|
8
|
Financial Consulate
Hunt Valley,
Maryland
|
$646万
|
+$8.01万
|
+2,882
|
+1%
|
|
|
9
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$633万
|
+$84.1万
|
+30,260
|
+15%
|
|
|
10
|
Pring Turner Capital Group
Alamo,
California
|
$619万
|
-$4万
|
-1,440
|
-0.6%
|
|
|
11
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$592万
|
-$7,118
|
-256
|
-0.1%
|
|
|
12
|
Krilogy Financial
St. Louis,
Missouri
|
$557万
|
+$300万
|
+107,822
|
+116%
|
|
|
13
|
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
|
$556万
|
-$2,892
|
-104
|
-0.1%
|
|
|
14
|
Financial & Investment Management Group
Traverse City,
Michigan
|
$467万
|
+$423万
|
+152,180
|
+957%
|
|
|
15
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$464万
|
-$323万
|
-116,340
|
-41%
|
|
|
16
|
Cardan Capital Partners
Denver,
Colorado
|
$418万
|
+$24.3万
|
+8,730
|
+6%
|
|
|
17
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$367万
|
+$28.1万
|
+10,110
|
+8%
|
|
|
18
|
Kernodle & Katon Asset Management Group
Searcy,
Arkansas
|
$291万
|
-$13.7万
|
-4,922
|
-4%
|
|
|
19
|
Cetera Advisors
Denver,
Colorado
|
$285万
|
+$10.2万
|
+3,656
|
+4%
|
|
|
20
|
Sequoia Financial Advisors
Akron,
Ohio
|
$261万
|
+$262万
|
+94,088
|
新規
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$257万
|
+$195万
|
+69,952
|
+309%
|
|
|
22
|
Bangor Savings Bank
Bangor,
Maine
|
$182万
|
+$19.6万
|
+7,044
|
+12%
|
|
|
23
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$172万
|
+$14.5万
|
+5,200
|
+9%
|
|
|
24
|
Peak Asset Management
Louisville,
Colorado
|
$170万
|
+$44.5万
|
+16,008
|
+36%
|
|
|
25
|
Asset Dedication LLC
San Francisco,
California
|
$138万
|
+$5.41万
|
+1,944
|
+4%
|
|
