|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$278M
|
+$50.2M
|
+1,877,834
|
+22%
|
|
|
2
|
Financial & Investment Management Group
Traverse City,
Michigan
|
$37M
|
+$7.91M
|
+296,008
|
+27%
|
|
|
3
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$25.6M
|
+$2.79M
|
+104,512
|
+12%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$12.9M
|
+$2.39M
|
+89,342
|
+23%
|
|
|
5
|
Krilogy Financial
St. Louis,
Missouri
|
$8.25M
|
–
|
–
|
–
|
|
|
6
|
Freedom Investment Management
Hartford,
Connecticut
|
$7.63M
|
+$7.61M
|
+284,790
|
New
|
|
|
7
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$7.22M
|
+$534K
|
+19,966
|
+8%
|
|
|
8
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$6.97M
|
+$6.92M
|
+258,828
|
New
|
|
|
9
|
Pring Turner Capital Group
Alamo,
California
|
$5.89M
|
-$48.1K
|
-1,800
|
-0.8%
|
|
|
10
|
|
$5.47M
|
+$5.46M
|
+204,116
|
New
|
|
|
11
|
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
|
$4.93M
|
-$472K
|
-17,668
|
-9%
|
|
|
12
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$4.68M
|
+$888K
|
+33,202
|
+23%
|
|
|
13
|
Cetera Advisors
Denver,
Colorado
|
$4.15M
|
+$203K
|
+7,580
|
+5%
|
|
|
14
|
Financial Consulate
Hunt Valley,
Maryland
|
$4.12M
|
-$1.22M
|
-45,654
|
-23%
|
|
|
15
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$4.09M
|
-$1.22M
|
-45,698
|
-23%
|
|
|
16
|
Frontier Wealth Management
Kansas City,
Missouri
|
$3.87M
|
-$3.39M
|
-126,712
|
-47%
|
|
|
17
|
Sequoia Financial Advisors
Akron,
Ohio
|
$3.8M
|
+$1.13M
|
+42,338
|
+43%
|
|
|
18
|
Cardan Capital Partners
Denver,
Colorado
|
$3.17M
|
-$1.1M
|
-41,256
|
-26%
|
|
|
19
|
Courage Miller Partners
Norfolk,
Virginia
|
$2.62M
|
+$1.03M
|
+38,578
|
+65%
|
|
|
20
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$2.61M
|
+$30.7K
|
+1,148
|
+1%
|
|
|
21
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$2.34M
|
-$17.7K
|
-662
|
-0.8%
|
|
|
22
|
Kernodle & Katon Asset Management Group
Searcy,
Arkansas
|
$2.34M
|
-$415K
|
-15,520
|
-15%
|
|
|
23
|
Bangor Savings Bank
Bangor,
Maine
|
$2.27M
|
+$407K
|
+15,228
|
+22%
|
|
|
24
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$2.08M
|
+$89.1K
|
+3,334
|
+4%
|
|
|
25
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1.91M
|
+$664K
|
+24,826
|
+54%
|
|
