|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$335M
|
+$55.7M
|
+2,060,208
|
+20%
|
|
|
2
|
Madison Investment Holdings
Madison,
Wisconsin
|
$33.7M
|
+$33.7M
|
+1,248,090
|
New
|
|
|
3
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$26.3M
|
+$543K
|
+20,090
|
+2%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$13.1M
|
+$48.6K
|
+1,800
|
+0.4%
|
|
|
5
|
Krilogy Financial
St. Louis,
Missouri
|
$10.1M
|
+$1.71M
|
+63,380
|
+20%
|
|
|
6
|
Freedom Investment Management
Hartford,
Connecticut
|
$8.8M
|
+$1.11M
|
+41,192
|
+14%
|
|
|
7
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$8.6M
|
+$1.39M
|
+51,562
|
+19%
|
|
|
8
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$7.55M
|
+$565K
|
+20,896
|
+8%
|
|
|
9
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$6.69M
|
+$2.58M
|
+95,332
|
+63%
|
|
|
10
|
Pring Turner Capital Group
Alamo,
California
|
$5.89M
|
-$39.4K
|
-1,460
|
-0.7%
|
|
|
11
|
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
|
$5.05M
|
+$80.3K
|
+2,972
|
+2%
|
|
|
12
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$4.84M
|
+$132K
|
+4,876
|
+3%
|
|
|
13
|
Cetera Advisors
Denver,
Colorado
|
$4.32M
|
+$152K
|
+5,634
|
+4%
|
|
|
14
|
Cardan Capital Partners
Denver,
Colorado
|
$3.69M
|
+$489K
|
+18,112
|
+15%
|
|
|
15
|
Financial & Investment Management Group
Traverse City,
Michigan
|
$3.36M
|
-$33.9M
|
-1,255,954
|
-91%
|
|
|
16
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$3.18M
|
+$1.39M
|
+51,540
|
+78%
|
|
|
17
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$3.1M
|
+$478K
|
+17,676
|
+18%
|
|
|
18
|
Frontier Wealth Management
Kansas City,
Missouri
|
$3M
|
-$904K
|
-33,456
|
-23%
|
|
|
19
|
Courage Miller Partners
Norfolk,
Virginia
|
$2.79M
|
+$146K
|
+5,416
|
+6%
|
|
|
20
|
Bangor Savings Bank
Bangor,
Maine
|
$2.65M
|
+$363K
|
+13,418
|
+16%
|
|
|
21
|
Sequoia Financial Advisors
Akron,
Ohio
|
$2.59M
|
-$1.24M
|
-45,884
|
-32%
|
|
|
22
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$2.54M
|
+$447K
|
+16,528
|
+21%
|
|
|
23
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$2.43M
|
+$75K
|
+2,776
|
+3%
|
|
|
24
|
|
$2.31M
|
-$3.21M
|
-118,630
|
-58%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.14M
|
+$424K
|
+15,676
|
+25%
|
|
