|
1
|
Charles Schwab
San Francisco,
California
|
$244M
|
+$9.79M
|
+439,120
|
+4%
|
|
|
2
|
Campbell Wealth Management
Alexandria,
Virginia
|
$11.6M
|
+$12.3M
|
+552,136
|
New
|
|
|
3
|
|
$10.5M
|
-$5.85M
|
-262,378
|
-34%
|
|
|
4
|
WestHill Financial Advisors
San Rafael,
California
|
$8.97M
|
+$382K
|
+17,108
|
+4%
|
|
|
5
|
Adams Wealth Management
Logan,
Utah
|
$4.75M
|
+$5.04M
|
+225,916
|
New
|
|
|
6
|
Charles Schwab Trust
Henderson,
Nevada
|
$2.95M
|
-$6.15M
|
-275,588
|
-66%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.36M
|
+$1.3M
|
+58,514
|
+109%
|
|
|
8
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.02M
|
-$151K
|
-6,752
|
-12%
|
|
|
9
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$797K
|
+$846K
|
+37,932
|
New
|
|
|
10
|
Copperleaf Capital
Raleigh,
North Carolina
|
$659K
|
-$1.69M
|
-75,586
|
-71%
|
|
|
11
|
Austin Private Wealth
Austin,
Texas
|
$594K
|
+$631K
|
+28,280
|
New
|
|
|
12
|
Old Mission Capital
Chicago,
Illinois
|
$562K
|
+$396K
|
+17,758
|
+197%
|
|
|
13
|
West Wealth Group
Irvine,
California
|
$486K
|
+$516K
|
+23,140
|
New
|
|
|
14
|
One Wealth Advisors
San Francisco,
California
|
$448K
|
+$476K
|
+21,336
|
New
|
|
|
15
|
|
$414K
|
+$442K
|
+19,838
|
New
|
|
|
16
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$393K
|
-$13.6K
|
-610
|
-3%
|
|
|
17
|
Ridgewood Investments
Springfield,
New Jersey
|
$378K
|
+$13.4K
|
+600
|
+3%
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$353K
|
+$47.9K
|
+2,146
|
+15%
|
|
|
19
|
Clearview Wealth Advisors
Salem,
Oregon
|
$338K
|
+$350K
|
+15,686
|
+4,106%
|
|
|
20
|
FC Advisory
West Chester,
Pennsylvania
|
$338K
|
+$358K
|
+16,072
|
New
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$321K
|
+$6.47K
|
+290
|
+2%
|
|
|
22
|
TownSquare Capital
Provo,
Utah
|
$320K
|
+$340K
|
+15,240
|
New
|
|
|
23
|
Creative Financial Designs
Kokomo,
Indiana
|
$303K
|
+$213K
|
+9,558
|
+197%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$280K
|
+$297K
|
+13,318
|
New
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$278K
|
+$88.2K
|
+3,954
|
+43%
|
|
