|
1
|
Charles Schwab
San Francisco,
California
|
US$ 1,53 bi
|
+US$ 181 mi
|
+7.180.523
|
+14%
|
|
|
2
|
Jones Financial Companies
Des Peres,
Missouri
|
US$ 45,4 mi
|
-US$ 29,6 mi
|
-1.175.390
|
-40%
|
|
|
3
|
Avidian Wealth Enterprises
Houston,
Texas
|
US$ 39,6 mi
|
+US$ 37,1 mi
|
+1.470.600
|
+1.901%
|
|
|
4
|
|
US$ 23,1 mi
|
+US$ 19,5 mi
|
+773.503
|
+600%
|
|
|
5
|
Charles Schwab Trust
Henderson,
Nevada
|
US$ 20,5 mi
|
+US$ 1,74 mi
|
+69.029
|
+9%
|
|
|
6
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
US$ 20 mi
|
+US$ 641 mil
|
+25.421
|
+3%
|
|
|
7
|
Fort Point Capital Partners
San Francisco,
California
|
US$ 18,4 mi
|
-US$ 13,2 mi
|
-522.031
|
-42%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
US$ 15,4 mi
|
+US$ 3,75 mi
|
+148.996
|
+33%
|
|
|
9
|
United Capital Financial Advisors
Irving,
Texas
|
US$ 14,6 mi
|
+US$ 2,71 mi
|
+107.707
|
+23%
|
|
|
10
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
US$ 12,5 mi
|
-US$ 3,33 mil
|
-132
|
-0%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
US$ 11 mi
|
+US$ 2,72 mi
|
+107.943
|
+34%
|
|
|
12
|
CGN Advisors
Manhattan,
Kansas
|
US$ 6,96 mi
|
+US$ 1,63 mi
|
+64.497
|
+31%
|
|
|
13
|
|
US$ 6,56 mi
|
-US$ 6,7 mi
|
-265.987
|
-51%
|
|
|
14
|
Beaird Harris Wealth Management
Dallas,
Texas
|
US$ 5,4 mi
|
+US$ 38,1 mil
|
+1.510
|
+0,7%
|
|
|
15
|
Old Mission Capital
Chicago,
Illinois
|
US$ 5,39 mi
|
+US$ 5,3 mi
|
+210.281
|
Nova
|
|
|
16
|
RWA Wealth Partners
Newton,
Massachusetts
|
US$ 5,09 mi
|
+US$ 2,52 mi
|
+100.106
|
+101%
|
|
|
17
|
MML Investors Services
Springfield,
Massachusetts
|
US$ 4,89 mi
|
+US$ 2,84 mi
|
+112.738
|
+144%
|
|
|
18
|
Perigon Wealth Management
San Francisco,
California
|
US$ 4,7 mi
|
+US$ 90,1 mil
|
+3.576
|
+2%
|
|
|
19
|
Torrey Growth & Income Advisors
Del Mar,
California
|
US$ 4,52 mi
|
+US$ 4,45 mi
|
+176.462
|
Nova
|
|
|
20
|
MYeCFO
La Jolla,
California
|
US$ 3,83 mi
|
+US$ 114 mil
|
+4.540
|
+3%
|
|
|
21
|
Natixis Advisors
Boston,
Massachusetts
|
US$ 3,64 mi
|
+US$ 562 mil
|
+22.307
|
+19%
|
|
|
22
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
US$ 3,63 mi
|
+US$ 179 mil
|
+7.107
|
+5%
|
|
|
23
|
|
US$ 3,13 mi
|
+US$ 3,08 mi
|
+122.094
|
Nova
|
|
|
24
|
Pure Portfolios Holdings
Lake Oswego,
Oregon
|
US$ 3,08 mi
|
+US$ 819 mil
|
+32.515
|
+37%
|
|
|
25
|
Smith, Moore & Co
Clayton,
Missouri
|
US$ 2,39 mi
|
+US$ 1,22 mi
|
+48.580
|
+108%
|
|
