|
1
|
Charles Schwab
San Francisco,
California
|
$1.93B
|
+$220M
|
+8,579,053
|
+13%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$602M
|
+$35.3M
|
+1,374,450
|
+6%
|
|
|
3
|
Jones Financial Companies
Des Peres,
Missouri
|
$89.6M
|
+$12.8M
|
+500,632
|
+17%
|
|
|
4
|
Avidian Wealth Enterprises
Houston,
Texas
|
$38.3M
|
-$346K
|
-13,500
|
-0.9%
|
|
|
5
|
Charles Schwab Trust
Henderson,
Nevada
|
$27.2M
|
+$2.71M
|
+105,691
|
+11%
|
|
|
6
|
Fort Point Capital Partners
San Francisco,
California
|
$26.2M
|
+$7.97M
|
+310,752
|
+44%
|
|
|
7
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$23.7M
|
+$1.88M
|
+73,390
|
+9%
|
|
|
8
|
United Capital Financial Advisors
Irving,
Texas
|
$23.4M
|
+$3.17M
|
+123,639
|
+16%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$22.2M
|
+$3.45M
|
+134,613
|
+19%
|
|
|
10
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$12.7M
|
+$10K
|
+391
|
+0.1%
|
|
|
11
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$9.9M
|
+$1.47M
|
+57,477
|
+18%
|
|
|
12
|
Smith, Moore & Co
Clayton,
Missouri
|
$8.52M
|
+$2.44M
|
+95,284
|
+41%
|
|
|
13
|
Quantinno Capital Management
New York
|
$7.91M
|
+$142K
|
+5,530
|
+2%
|
|
|
14
|
RWA Wealth Partners
Newton,
Massachusetts
|
$7.22M
|
+$1M
|
+39,084
|
+16%
|
|
|
15
|
Renaissance Technologies
New York
|
$7.13M
|
+$6.06M
|
+236,300
|
+594%
|
|
|
16
|
CGN Advisors
Manhattan,
Kansas
|
$5.81M
|
-$1.21M
|
-47,263
|
-17%
|
|
|
17
|
Perigon Wealth Management
San Francisco,
California
|
$5.77M
|
+$297K
|
+11,560
|
+5%
|
|
|
18
|
Citadel Advisors
Miami,
Florida
|
$5.72M
|
+$5.15M
|
+200,658
|
+957%
|
|
|
19
|
|
$5.6M
|
+$2.01M
|
+78,255
|
+57%
|
|
|
20
|
MML Investors Services
Springfield,
Massachusetts
|
$4.57M
|
-$2.68M
|
-104,480
|
-37%
|
|
|
21
|
MYeCFO
La Jolla,
California
|
$4.32M
|
-$230K
|
-8,950
|
-5%
|
|
|
22
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$4.3M
|
-$663K
|
-25,850
|
-13%
|
|
|
23
|
Manning & Napier Advisors
Fairport,
New York
|
$4.04M
|
+$1.01M
|
+39,381
|
+34%
|
|
|
24
|
Waverly Advisors
Birmingham,
Alabama
|
$3.97M
|
+$249K
|
+9,712
|
+7%
|
|
|
25
|
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
|
$3.87M
|
+$2.27M
|
+88,602
|
+144%
|
|
