|
1
|
Charles Schwab
San Francisco,
California
|
US$ 1,69 bi
|
+US$ 17,8 mi
|
+688.774
|
+1%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
US$ 560 mi
|
+US$ 551 mi
|
+21.323.660
|
+3.354%
|
|
|
3
|
Jones Financial Companies
Des Peres,
Missouri
|
US$ 75,4 mi
|
+US$ 22,6 mi
|
+874.762
|
+42%
|
|
|
4
|
Avidian Wealth Enterprises
Houston,
Texas
|
US$ 38,2 mi
|
-US$ 235 mil
|
-9.075
|
-0,6%
|
|
|
5
|
Charles Schwab Trust
Henderson,
Nevada
|
US$ 24,2 mi
|
+US$ 864 mil
|
+33.436
|
+4%
|
|
|
6
|
|
US$ 22,1 mi
|
+US$ 22,4 mi
|
+868.526
|
Nova
|
|
|
7
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
US$ 21,5 mi
|
-US$ 1,26 mi
|
-48.909
|
-5%
|
|
|
8
|
United Capital Financial Advisors
Irving,
Texas
|
US$ 19,9 mi
|
+US$ 3,44 mi
|
+133.098
|
+21%
|
|
|
9
|
Creative Planning
Overland Park,
Kansas
|
US$ 19,1 mi
|
+US$ 18,3 mi
|
+706.273
|
+1.659%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
US$ 18,5 mi
|
+US$ 15 mi
|
+581.349
|
+401%
|
|
|
11
|
Fort Point Capital Partners
San Francisco,
California
|
US$ 17,9 mi
|
-US$ 1,5 mi
|
-58.206
|
-8%
|
|
|
12
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
US$ 12,7 mi
|
+US$ 45,6 mil
|
+1.766
|
+0,4%
|
|
|
13
|
Old Mission Capital
Chicago,
Illinois
|
US$ 10,1 mi
|
+US$ 10,3 mi
|
+396.938
|
Nova
|
|
|
14
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
US$ 8,38 mi
|
-US$ 4,18 mi
|
-161.603
|
-33%
|
|
|
15
|
Quantinno Capital Management
New York
|
US$ 7,66 mi
|
+US$ 5,3 mi
|
+205.015
|
+214%
|
|
|
16
|
MML Investors Services
Springfield,
Massachusetts
|
US$ 7,17 mi
|
+US$ 1,89 mi
|
+73.097
|
+35%
|
|
|
17
|
CGN Advisors
Manhattan,
Kansas
|
US$ 6,94 mi
|
-US$ 564 mil
|
-21.825
|
-7%
|
|
|
18
|
RWA Wealth Partners
Newton,
Massachusetts
|
US$ 6,13 mi
|
-US$ 19,4 mil
|
-750
|
-0,3%
|
|
|
19
|
Smith, Moore & Co
Clayton,
Missouri
|
US$ 5,98 mi
|
+US$ 1,98 mi
|
+76.705
|
+49%
|
|
|
20
|
Perigon Wealth Management
San Francisco,
California
|
US$ 5,4 mi
|
+US$ 415 mil
|
+16.053
|
+8%
|
|
|
21
|
Natixis Advisors
Boston,
Massachusetts
|
US$ 4,91 mi
|
+US$ 969 mil
|
+37.509
|
+24%
|
|
|
22
|
Beaird Harris Wealth Management
Dallas,
Texas
|
US$ 4,9 mi
|
-US$ 310 mil
|
-12.000
|
-6%
|
|
|
23
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
US$ 4,55 mi
|
+US$ 4,62 mi
|
+178.654
|
Nova
|
|
|
24
|
MYeCFO
La Jolla,
California
|
US$ 4,49 mi
|
+US$ 96,7 mil
|
+3.740
|
+2%
|
|
|
25
|
Waverly Advisors
Birmingham,
Alabama
|
US$ 3,67 mi
|
+US$ 3,2 mi
|
+123.744
|
+607%
|
|
