|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$3.35億
|
+$5566万
|
+2,060,208
|
+20%
|
|
|
2
|
Madison Investment Holdings
Madison,
Wisconsin
|
$3368万
|
+$3372万
|
+1,248,090
|
新規
|
|
|
3
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$2628万
|
+$54.3万
|
+20,090
|
+2%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$1305万
|
+$4.86万
|
+1,800
|
+0.4%
|
|
|
5
|
Krilogy Financial
St. Louis,
Missouri
|
$1005万
|
+$171万
|
+63,380
|
+20%
|
|
|
6
|
Freedom Investment Management
Hartford,
Connecticut
|
$880万
|
+$111万
|
+41,192
|
+14%
|
|
|
7
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$860万
|
+$139万
|
+51,562
|
+19%
|
|
|
8
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$755万
|
+$56.5万
|
+20,896
|
+8%
|
|
|
9
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$669万
|
+$258万
|
+95,332
|
+63%
|
|
|
10
|
Pring Turner Capital Group
Alamo,
California
|
$589万
|
-$3.94万
|
-1,460
|
-0.7%
|
|
|
11
|
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
|
$505万
|
+$8.03万
|
+2,972
|
+2%
|
|
|
12
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$484万
|
+$13.2万
|
+4,876
|
+3%
|
|
|
13
|
Cetera Advisors
Denver,
Colorado
|
$432万
|
+$15.2万
|
+5,634
|
+4%
|
|
|
14
|
Cardan Capital Partners
Denver,
Colorado
|
$368万
|
+$48.9万
|
+18,112
|
+15%
|
|
|
15
|
Financial & Investment Management Group
Traverse City,
Michigan
|
$336万
|
-$3393万
|
-1,255,954
|
-91%
|
|
|
16
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$318万
|
+$139万
|
+51,540
|
+78%
|
|
|
17
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$310万
|
+$47.8万
|
+17,676
|
+18%
|
|
|
18
|
Frontier Wealth Management
Kansas City,
Missouri
|
$300万
|
-$90.4万
|
-33,456
|
-23%
|
|
|
19
|
Courage Miller Partners
Norfolk,
Virginia
|
$279万
|
+$14.6万
|
+5,416
|
+6%
|
|
|
20
|
Bangor Savings Bank
Bangor,
Maine
|
$265万
|
+$36.3万
|
+13,418
|
+16%
|
|
|
21
|
Sequoia Financial Advisors
Akron,
Ohio
|
$259万
|
-$124万
|
-45,884
|
-32%
|
|
|
22
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$254万
|
+$44.7万
|
+16,528
|
+21%
|
|
|
23
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$243万
|
+$7.5万
|
+2,776
|
+3%
|
|
|
24
|
|
$231万
|
-$321万
|
-118,630
|
-58%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$214万
|
+$42.4万
|
+15,676
|
+25%
|
|
