|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$3.97億
|
+$6262万
|
+2,312,566
|
+19%
|
|
|
2
|
Madison Investment Holdings
Madison,
Wisconsin
|
$4694万
|
+$1335万
|
+492,976
|
+39%
|
|
|
3
|
Financial & Investment Management Group
Traverse City,
Michigan
|
$3094万
|
+$2770万
|
+1,022,874
|
+821%
|
|
|
4
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$2588万
|
-$37.7万
|
-13,914
|
-1%
|
|
|
5
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$1775万
|
+$1026万
|
+378,770
|
+135%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$1330万
|
+$26.3万
|
+9,716
|
+2%
|
|
|
7
|
Krilogy Financial
St. Louis,
Missouri
|
$1017万
|
+$12.2万
|
+4,490
|
+1%
|
|
|
8
|
Freedom Investment Management
Hartford,
Connecticut
|
$990万
|
+$112万
|
+41,180
|
+13%
|
|
|
9
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$919万
|
+$59.5万
|
+21,974
|
+7%
|
|
|
10
|
Frontier Wealth Management
Kansas City,
Missouri
|
$714万
|
+$416万
|
+153,794
|
+139%
|
|
|
11
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$648万
|
-$20.5万
|
-7,556
|
-3%
|
|
|
12
|
Pring Turner Capital Group
Alamo,
California
|
$580万
|
-$7.96万
|
-2,938
|
-1%
|
|
|
13
|
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
|
$507万
|
+$2.81万
|
+1,036
|
+0.6%
|
|
|
14
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$494万
|
+$10万
|
+3,696
|
+2%
|
|
|
15
|
Cetera Advisors
Denver,
Colorado
|
$423万
|
-$9.05万
|
-3,342
|
-2%
|
|
|
16
|
Cardan Capital Partners
Denver,
Colorado
|
$410万
|
+$41.8万
|
+15,438
|
+11%
|
|
|
17
|
Atria Investments
Charlotte,
North Carolina
|
$408万
|
+$244万
|
+90,224
|
+148%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$388万
|
+$382万
|
+141,016
|
+5,040%
|
|
|
19
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$350万
|
+$39.9万
|
+14,718
|
+13%
|
|
|
20
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$312万
|
-$5.47万
|
-2,020
|
-2%
|
|
|
21
|
Bangor Savings Bank
Bangor,
Maine
|
$302万
|
+$37.8万
|
+13,964
|
+14%
|
|
|
22
|
Courage Miller Partners
Norfolk,
Virginia
|
$280万
|
+$1.68万
|
+620
|
+0.6%
|
|
|
23
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$254万
|
+$5,036
|
+186
|
+0.2%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$252万
|
+$38.7万
|
+14,302
|
+18%
|
|
|
25
|
Sequoia Financial Advisors
Akron,
Ohio
|
$252万
|
-$6.82万
|
-2,520
|
-3%
|
|
