|
1
|
Charles Schwab
San Francisco,
California
|
US$ 1,69 bi
|
+US$ 149 mi
|
+5.793.290
|
+10%
|
|
|
2
|
Jones Financial Companies
Des Peres,
Missouri
|
US$ 54,1 mi
|
+US$ 8,39 mi
|
+325.435
|
+18%
|
|
|
3
|
Avidian Wealth Enterprises
Houston,
Texas
|
US$ 38,8 mi
|
-US$ 1,07 mi
|
-41.555
|
-3%
|
|
|
4
|
Charles Schwab Trust
Henderson,
Nevada
|
US$ 23,6 mi
|
+US$ 2,94 mi
|
+113.942
|
+14%
|
|
|
5
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
US$ 23 mi
|
+US$ 2,92 mi
|
+113.208
|
+14%
|
|
|
6
|
Fort Point Capital Partners
San Francisco,
California
|
US$ 19,8 mi
|
+US$ 1,1 mi
|
+42.573
|
+6%
|
|
|
7
|
United Capital Financial Advisors
Irving,
Texas
|
US$ 16,7 mi
|
+US$ 1,98 mi
|
+76.770
|
+13%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
US$ 16,4 mi
|
+US$ 844 mil
|
+32.741
|
+5%
|
|
|
9
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
US$ 12,7 mi
|
+US$ 78,1 mil
|
+3.031
|
+0,6%
|
|
|
10
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
US$ 12,7 mi
|
+US$ 8,97 mi
|
+348.114
|
+246%
|
|
|
11
|
CGN Advisors
Manhattan,
Kansas
|
US$ 7,58 mi
|
+US$ 580 mil
|
+22.520
|
+8%
|
|
|
12
|
RWA Wealth Partners
Newton,
Massachusetts
|
US$ 6,21 mi
|
+US$ 1,09 mi
|
+42.297
|
+21%
|
|
|
13
|
MML Investors Services
Springfield,
Massachusetts
|
US$ 5,37 mi
|
+US$ 448 mil
|
+17.385
|
+9%
|
|
|
14
|
Beaird Harris Wealth Management
Dallas,
Texas
|
US$ 5,27 mi
|
-US$ 160 mil
|
-6.200
|
-3%
|
|
|
15
|
Perigon Wealth Management
San Francisco,
California
|
US$ 5,04 mi
|
+US$ 316 mil
|
+12.270
|
+7%
|
|
|
16
|
MYeCFO
La Jolla,
California
|
US$ 4,44 mi
|
+US$ 586 mil
|
+22.740
|
+15%
|
|
|
17
|
Smith, Moore & Co
Clayton,
Missouri
|
US$ 4,07 mi
|
+US$ 1,66 mi
|
+64.425
|
+69%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
US$ 4,04 mi
|
+US$ 1,92 mi
|
+74.540
|
+91%
|
|
|
19
|
Natixis Advisors
Boston,
Massachusetts
|
US$ 3,99 mi
|
+US$ 335 mil
|
+12.992
|
+9%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
US$ 3,74 mi
|
-US$ 7,3 mi
|
-283.148
|
-66%
|
|
|
21
|
|
US$ 3,51 mi
|
-US$ 19,7 mi
|
-766.247
|
-85%
|
|
|
22
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
US$ 3,33 mi
|
+US$ 1,13 mi
|
+44.037
|
+52%
|
|
|
23
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
US$ 3,28 mi
|
+US$ 2,35 mi
|
+91.233
|
+253%
|
|
|
24
|
Pure Portfolios Holdings
Lake Oswego,
Oregon
|
US$ 3,16 mi
|
+US$ 60,4 mil
|
+2.345
|
+2%
|
|
|
25
|
Torrey Growth & Income Advisors
Del Mar,
California
|
US$ 2,89 mi
|
-US$ 1,65 mi
|
-64.170
|
-36%
|
|
