|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$455M
|
+$62.9M
|
+2,346,468
|
+16%
|
|
|
2
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$27.3M
|
+$1.75M
|
+65,340
|
+7%
|
|
|
3
|
Financial & Investment Management Group
Traverse City,
Michigan
|
$25.8M
|
-$4.86M
|
-181,150
|
-16%
|
|
|
4
|
Madison Investment Holdings
Madison,
Wisconsin
|
$22.9M
|
-$23.7M
|
-883,296
|
-51%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$14.3M
|
+$1.12M
|
+41,746
|
+8%
|
|
|
6
|
Krilogy Financial
St. Louis,
Missouri
|
$11.2M
|
+$1.2M
|
+44,776
|
+12%
|
|
|
7
|
Freedom Investment Management
Hartford,
Connecticut
|
$10.5M
|
+$743K
|
+27,710
|
+8%
|
|
|
8
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$10.3M
|
+$1.2M
|
+44,618
|
+13%
|
|
|
9
|
Cobblestone Capital Advisors
Rochester,
New York
|
$9.42M
|
+$9.48M
|
+353,458
|
New
|
|
|
10
|
SWS Partners
Columbus,
Ohio
|
$7.29M
|
+$7.34M
|
+273,582
|
New
|
|
|
11
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$6.3M
|
-$107K
|
-3,980
|
-2%
|
|
|
12
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$6.26M
|
-$11.4M
|
-423,298
|
-64%
|
|
|
13
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$6.14M
|
+$6.18M
|
+230,268
|
New
|
|
|
14
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$5.79M
|
+$915K
|
+34,132
|
+19%
|
|
|
15
|
Pring Turner Capital Group
Alamo,
California
|
$5.66M
|
-$80.5K
|
-3,000
|
-1%
|
|
|
16
|
|
$5.65M
|
+$5.69M
|
+212,026
|
New
|
|
|
17
|
Cetera Advisors
Denver,
Colorado
|
$5.47M
|
+$1.3M
|
+48,306
|
+31%
|
|
|
18
|
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
|
$5.31M
|
+$300K
|
+11,202
|
+6%
|
|
|
19
|
Atria Investments
Charlotte,
North Carolina
|
$4.45M
|
+$422K
|
+15,730
|
+10%
|
|
|
20
|
Cardan Capital Partners
Denver,
Colorado
|
$4.31M
|
+$260K
|
+9,708
|
+6%
|
|
|
21
|
Frontier Wealth Management
Kansas City,
Missouri
|
$4.22M
|
-$2.86M
|
-106,530
|
-40%
|
|
|
22
|
|
$3.91M
|
+$3.94M
|
+146,780
|
New
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$3.9M
|
+$65.5K
|
+2,444
|
+2%
|
|
|
24
|
SeaCrest Wealth Management
Purchase,
New York
|
$3.7M
|
+$3.72M
|
+138,752
|
New
|
|
|
25
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$3.5M
|
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|
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|
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|
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