|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$527M
|
+$77.7M
|
+2,958,466
|
+17%
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$47M
|
+$47M
|
+1,788,404
|
New
|
|
|
3
|
Madison Investment Holdings
Madison,
Wisconsin
|
$30.9M
|
+$8.3M
|
+316,000
|
+37%
|
|
|
4
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$28.9M
|
+$1.92M
|
+73,256
|
+7%
|
|
|
5
|
Access Financial Services
Minneapolis,
Minnesota
|
$26.8M
|
+$26.7M
|
+1,017,704
|
New
|
|
|
6
|
Cardan Capital Partners
Denver,
Colorado
|
$15.2M
|
+$10.9M
|
+414,998
|
+257%
|
|
|
7
|
Financial & Investment Management Group
Traverse City,
Michigan
|
$14.9M
|
-$10.5M
|
-399,152
|
-41%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$14.9M
|
+$829K
|
+31,570
|
+6%
|
|
|
9
|
Freedom Investment Management
Hartford,
Connecticut
|
$11.1M
|
+$753K
|
+28,670
|
+7%
|
|
|
10
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$10.8M
|
+$720K
|
+27,408
|
+7%
|
|
|
11
|
|
$10M
|
+$6.16M
|
+234,554
|
+160%
|
|
|
12
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$9.72M
|
+$3.66M
|
+139,382
|
+61%
|
|
|
13
|
Krilogy Financial
St. Louis,
Missouri
|
$8.13M
|
-$2.96M
|
-112,640
|
-27%
|
|
|
14
|
SWS Partners
Columbus,
Ohio
|
$7.42M
|
-$7.19M
|
-273,582
|
Closed
|
|
|
15
|
Cobblestone Capital Advisors
Rochester,
New York
|
$7.41M
|
-$1.88M
|
-71,566
|
-20%
|
|
|
16
|
|
$6.87M
|
+$1.29M
|
+49,058
|
+23%
|
|
|
17
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$6.33M
|
+$150K
|
+5,710
|
+2%
|
|
|
18
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$6.16M
|
+$446K
|
+16,970
|
+8%
|
|
|
19
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$5.99M
|
-$220K
|
-8,390
|
-4%
|
|
|
20
|
Cetera Advisors
Denver,
Colorado
|
$5.61M
|
+$218K
|
+8,296
|
+4%
|
|
|
21
|
Pring Turner Capital Group
Alamo,
California
|
$5.58M
|
-$7.14K
|
-272
|
-0.1%
|
|
|
22
|
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
|
$5.3M
|
+$63.8K
|
+2,430
|
+1%
|
|
|
23
|
IndexIQ Advisors
New York
|
$4.05M
|
+$4.05M
|
+154,210
|
New
|
|
|
24
|
Empirical Finance
Havertown,
Pennsylvania
|
$4.04M
|
+$3.95M
|
+150,266
|
New
|
|
|
25
|
Frontier Wealth Management
Kansas City,
Missouri
|
$3.97M
|
-$192K
|
-7,314
|
-5%
|
|
