|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$397M
|
+$62.6M
|
+2,312,566
|
+19%
|
|
|
2
|
Madison Investment Holdings
Madison,
Wisconsin
|
$46.9M
|
+$13.3M
|
+492,976
|
+39%
|
|
|
3
|
Financial & Investment Management Group
Traverse City,
Michigan
|
$30.9M
|
+$27.7M
|
+1,022,874
|
+821%
|
|
|
4
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$25.9M
|
-$377K
|
-13,914
|
-1%
|
|
|
5
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$17.7M
|
+$10.3M
|
+378,770
|
+135%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$13.3M
|
+$263K
|
+9,716
|
+2%
|
|
|
7
|
Krilogy Financial
St. Louis,
Missouri
|
$10.2M
|
+$122K
|
+4,490
|
+1%
|
|
|
8
|
Freedom Investment Management
Hartford,
Connecticut
|
$9.9M
|
+$1.12M
|
+41,180
|
+13%
|
|
|
9
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$9.19M
|
+$595K
|
+21,974
|
+7%
|
|
|
10
|
Frontier Wealth Management
Kansas City,
Missouri
|
$7.14M
|
+$4.16M
|
+153,794
|
+139%
|
|
|
11
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$6.48M
|
-$205K
|
-7,556
|
-3%
|
|
|
12
|
Pring Turner Capital Group
Alamo,
California
|
$5.8M
|
-$79.6K
|
-2,938
|
-1%
|
|
|
13
|
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
|
$5.07M
|
+$28.1K
|
+1,036
|
+0.6%
|
|
|
14
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$4.94M
|
+$100K
|
+3,696
|
+2%
|
|
|
15
|
Cetera Advisors
Denver,
Colorado
|
$4.23M
|
-$90.5K
|
-3,342
|
-2%
|
|
|
16
|
Cardan Capital Partners
Denver,
Colorado
|
$4.1M
|
+$418K
|
+15,438
|
+11%
|
|
|
17
|
Atria Investments
Charlotte,
North Carolina
|
$4.08M
|
+$2.44M
|
+90,224
|
+148%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$3.88M
|
+$3.82M
|
+141,016
|
+5,040%
|
|
|
19
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$3.5M
|
+$399K
|
+14,718
|
+13%
|
|
|
20
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$3.12M
|
-$54.7K
|
-2,020
|
-2%
|
|
|
21
|
Bangor Savings Bank
Bangor,
Maine
|
$3.02M
|
+$378K
|
+13,964
|
+14%
|
|
|
22
|
Courage Miller Partners
Norfolk,
Virginia
|
$2.8M
|
+$16.8K
|
+620
|
+0.6%
|
|
|
23
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$2.54M
|
+$5.04K
|
+186
|
+0.2%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.52M
|
+$387K
|
+14,302
|
+18%
|
|
|
25
|
Sequoia Financial Advisors
Akron,
Ohio
|
$2.52M
|
-$68.2K
|
-2,520
|
-3%
|
|
