|
1
|
Charles Schwab
San Francisco,
California
|
US$ 34,6 mi
|
+US$ 34,3 mi
|
+1.320.512
|
Nova
|
|
|
2
|
|
US$ 9,8 mi
|
+US$ 6,24 mi
|
+240.094
|
+181%
|
|
|
3
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
US$ 5,37 mi
|
+US$ 1,94 mi
|
+74.720
|
+58%
|
|
|
4
|
MYeCFO
La Jolla,
California
|
US$ 3,24 mi
|
+US$ 2,1 mi
|
+80.890
|
+188%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
US$ 1,5 mi
|
-US$ 9,15 mil
|
-352
|
-0,6%
|
|
|
6
|
Bank of Montreal
Toronto,
Ontario, Canada
|
US$ 1,38 mi
|
+US$ 1,37 mi
|
+52.774
|
Nova
|
|
|
7
|
TrinityPoint Wealth
Milford,
Connecticut
|
US$ 1,28 mi
|
+US$ 422 mil
|
+16.232
|
+49%
|
|
|
8
|
O'Rourke & Company
Boston,
Massachusetts
|
US$ 1,27 mi
|
+US$ 62 mil
|
+2.386
|
+5%
|
|
|
9
|
Sequoia Financial Advisors
Akron,
Ohio
|
US$ 890 mil
|
-US$ 191 mil
|
-7.342
|
-18%
|
|
|
10
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
US$ 821 mil
|
-US$ 10,4 mil
|
-400
|
-1%
|
|
|
11
|
Column Capital Advisors
Indianapolis,
Indiana
|
US$ 727 mil
|
+US$ 721 mil
|
+27.752
|
Nova
|
|
|
12
|
Koshinski Asset Management
Decatur,
Illinois
|
US$ 598 mil
|
+US$ 594 mil
|
+22.854
|
Nova
|
|
|
13
|
Cetera Advisors
Denver,
Colorado
|
US$ 321 mil
|
+US$ 22,3 mil
|
+858
|
+8%
|
|
|
14
|
Cetera Advisor Networks
El Segundo,
California
|
US$ 302 mil
|
-US$ 31,1 mil
|
-1.198
|
-9%
|
|
|
15
|
Columbus Macro
New Castle,
Pennsylvania
|
US$ 267 mil
|
-US$ 416
|
-16
|
-0,2%
|
|
|
16
|
RWA Wealth Partners
Newton,
Massachusetts
|
US$ 224 mil
|
+US$ 222 mil
|
+8.540
|
Nova
|
|
|
17
|
Old Mission Capital
Chicago,
Illinois
|
US$ 215 mil
|
+US$ 214 mil
|
+8.224
|
Nova
|
|
|
18
|
IFP Advisors
Tampa,
Florida
|
US$ 214 mil
|
+US$ 40 mil
|
+1.540
|
+22%
|
|
|
19
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
US$ 207 mil
|
+US$ 206 mil
|
+7.924
|
Nova
|
|
|
20
|
Element Wealth
Ridgeland,
Mississippi
|
US$ 117 mil
|
+US$ 116 mil
|
+4.480
|
Nova
|
|
|
21
|
Advisornet Financial
Minnetonka,
Minnesota
|
US$ 88,2 mil
|
+US$ 87,6 mil
|
+3.370
|
Nova
|
|
|
22
|
Creative Financial Designs
Kokomo,
Indiana
|
US$ 35,6 mil
|
+US$ 35,3 mil
|
+1.360
|
Nova
|
|
|
23
|
EPG Wealth Management
Atlanta,
Georgia
|
US$ 19,6 mil
|
+US$ 19,5 mil
|
+750
|
Nova
|
|
|
24
|
CVA Family Office
Denver,
Colorado
|
US$ 10,5 mil
|
+US$ 10,4 mil
|
+402
|
Nova
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
US$ 10,2 mil
|
-US$ 120 mil
|
-4.614
|
-92%
|
|
