|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$2.26億
|
+$2948万
|
+1,087,598
|
+15%
|
|
|
2
|
Financial & Investment Management Group
Traverse City,
Michigan
|
$2893万
|
+$2484万
|
+916,496
|
+545%
|
|
|
3
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$2265万
|
+$36.6万
|
+13,516
|
+2%
|
|
|
4
|
SFMG Wealth Advisors
Plano,
Texas
|
$1448万
|
-$383万
|
-141,398
|
-21%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$1047万
|
+$38.7万
|
+14,272
|
+4%
|
|
|
6
|
IndexIQ Advisors
New York
|
$837万
|
+$851万
|
+313,870
|
新規
|
|
|
7
|
Krilogy Financial
St. Louis,
Missouri
|
$825万
|
+$295万
|
+108,770
|
+54%
|
|
|
8
|
Frontier Wealth Management
Kansas City,
Missouri
|
$723万
|
-$26.6万
|
-9,810
|
-3%
|
|
|
9
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$663万
|
+$51.9万
|
+19,160
|
+8%
|
|
|
10
|
Pring Turner Capital Group
Alamo,
California
|
$591万
|
-$3.55万
|
-1,310
|
-0.6%
|
|
|
11
|
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
|
$538万
|
+$4.21万
|
+1,552
|
+0.8%
|
|
|
12
|
Financial Consulate
Hunt Valley,
Maryland
|
$531万
|
-$90.3万
|
-33,330
|
-14%
|
|
|
13
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$529万
|
-$40.4万
|
-14,898
|
-7%
|
|
|
14
|
Cardan Capital Partners
Denver,
Colorado
|
$426万
|
+$24.6万
|
+9,066
|
+6%
|
|
|
15
|
Cetera Advisors
Denver,
Colorado
|
$392万
|
+$120万
|
+44,336
|
+43%
|
|
|
16
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$377万
|
+$25.4万
|
+9,368
|
+7%
|
|
|
17
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$349万
|
-$98.4万
|
-36,290
|
-22%
|
|
|
18
|
Kernodle & Katon Asset Management Group
Searcy,
Arkansas
|
$274万
|
-$5.11万
|
-1,886
|
-2%
|
|
|
19
|
Sequoia Financial Advisors
Akron,
Ohio
|
$266万
|
+$14.8万
|
+5,468
|
+6%
|
|
|
20
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$257万
|
+$261万
|
+96,226
|
新規
|
|
|
21
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$235万
|
+$211万
|
+77,718
|
+751%
|
|
|
22
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$198万
|
+$191万
|
+70,488
|
+1,948%
|
|
|
23
|
Bangor Savings Bank
Bangor,
Maine
|
$185万
|
+$10.1万
|
+3,730
|
+6%
|
|
|
24
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$179万
|
+$14.2万
|
+5,250
|
+8%
|
|
|
25
|
Peak Asset Management
Louisville,
Colorado
|
$163万
|
+$2,168
|
+80
|
+0.1%
|
|
