|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.91B
|
+$1.38B
|
+52,845,884
|
+264%
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$77.7M
|
+$30.7M
|
+1,180,490
|
+66%
|
|
|
3
|
Madison Investment Holdings
Madison,
Wisconsin
|
$35.8M
|
+$5.09M
|
+195,322
|
+17%
|
|
|
4
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$29M
|
+$224K
|
+8,586
|
+0.8%
|
|
|
5
|
Access Financial Services
Minneapolis,
Minnesota
|
$28.7M
|
+$2.03M
|
+78,140
|
+8%
|
|
|
6
|
Cardan Capital Partners
Denver,
Colorado
|
$15.1M
|
+$48.2K
|
+1,852
|
+0.3%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$14.9M
|
+$45.6K
|
+1,750
|
+0.3%
|
|
|
8
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$11.8M
|
+$2.16M
|
+82,794
|
+22%
|
|
|
9
|
Freedom Investment Management
Hartford,
Connecticut
|
$11.6M
|
+$555K
|
+21,300
|
+5%
|
|
|
10
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$11.4M
|
+$565K
|
+21,678
|
+5%
|
|
|
11
|
Krilogy Financial
St. Louis,
Missouri
|
$8.24M
|
+$145K
|
+5,558
|
+2%
|
|
|
12
|
Financial & Investment Management Group
Traverse City,
Michigan
|
$7.69M
|
-$7.12M
|
-273,458
|
-48%
|
|
|
13
|
SWS Partners
Columbus,
Ohio
|
$7.12M
|
+$7.08M
|
+272,020
|
New
|
|
|
14
|
|
$6.84M
|
+$9.58K
|
+368
|
+0.1%
|
|
|
15
|
Cobblestone Capital Advisors
Rochester,
New York
|
$6.35M
|
-$1.02M
|
-39,120
|
-14%
|
|
|
16
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$6.24M
|
+$107K
|
+4,108
|
+2%
|
|
|
17
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$6.16M
|
-$144K
|
-5,520
|
-2%
|
|
|
18
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$6.16M
|
+$6.13M
|
+235,386
|
New
|
|
|
19
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$6.11M
|
+$144K
|
+5,534
|
+2%
|
|
|
20
|
Cetera Advisors
Denver,
Colorado
|
$5.65M
|
+$63.4K
|
+2,436
|
+1%
|
|
|
21
|
Pring Turner Capital Group
Alamo,
California
|
$5.4M
|
-$149K
|
-5,718
|
-3%
|
|
|
22
|
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
|
$5.27M
|
-$12.4K
|
-476
|
-0.2%
|
|
|
23
|
Beacon Wealthcare Inc
Raleigh,
North Carolina
|
$4.45M
|
+$3.15M
|
+120,778
|
+246%
|
|
|
24
|
IndexIQ Advisors
New York
|
$4.27M
|
+$238K
|
+9,142
|
+6%
|
|
|
25
|
Bangor Savings Bank
Bangor,
Maine
|
$3.99M
|
+$291K
|
+11,182
|
+8%
|
|
