|
1
|
Charles Schwab
San Francisco,
California
|
$34.6M
|
+$34.3M
|
+1,320,512
|
New
|
|
|
2
|
|
$9.75M
|
+$6.24M
|
+240,094
|
+181%
|
|
|
3
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$5.37M
|
+$1.94M
|
+74,720
|
+58%
|
|
|
4
|
MYeCFO
La Jolla,
California
|
$3.24M
|
+$2.1M
|
+80,890
|
+188%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.5M
|
-$9.15K
|
-352
|
-0.6%
|
|
|
6
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.38M
|
+$1.37M
|
+52,774
|
New
|
|
|
7
|
TrinityPoint Wealth
Milford,
Connecticut
|
$1.28M
|
+$422K
|
+16,232
|
+49%
|
|
|
8
|
O'Rourke & Company
Boston,
Massachusetts
|
$1.27M
|
+$62K
|
+2,386
|
+5%
|
|
|
9
|
Sequoia Financial Advisors
Akron,
Ohio
|
$890K
|
-$191K
|
-7,342
|
-18%
|
|
|
10
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$821K
|
-$10.4K
|
-400
|
-1%
|
|
|
11
|
Column Capital Advisors
Indianapolis,
Indiana
|
$727K
|
+$721K
|
+27,752
|
New
|
|
|
12
|
Koshinski Asset Management
Decatur,
Illinois
|
$598K
|
+$594K
|
+22,854
|
New
|
|
|
13
|
Cetera Advisors
Denver,
Colorado
|
$321K
|
+$22.3K
|
+858
|
+8%
|
|
|
14
|
Cetera Advisor Networks
El Segundo,
California
|
$302K
|
-$31.1K
|
-1,198
|
-9%
|
|
|
15
|
Columbus Macro
New Castle,
Pennsylvania
|
$267K
|
-$416
|
-16
|
-0.2%
|
|
|
16
|
RWA Wealth Partners
Newton,
Massachusetts
|
$224K
|
+$222K
|
+8,540
|
New
|
|
|
17
|
Old Mission Capital
Chicago,
Illinois
|
$215K
|
+$214K
|
+8,224
|
New
|
|
|
18
|
IFP Advisors
Tampa,
Florida
|
$214K
|
+$40K
|
+1,540
|
+22%
|
|
|
19
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$207K
|
+$206K
|
+7,924
|
New
|
|
|
20
|
Element Wealth
Ridgeland,
Mississippi
|
$117K
|
+$116K
|
+4,480
|
New
|
|
|
21
|
Advisornet Financial
Minnetonka,
Minnesota
|
$88.2K
|
+$87.6K
|
+3,370
|
New
|
|
|
22
|
Creative Financial Designs
Kokomo,
Indiana
|
$35.6K
|
+$35.3K
|
+1,360
|
New
|
|
|
23
|
EPG Wealth Management
Atlanta,
Georgia
|
$19.6K
|
+$19.5K
|
+750
|
New
|
|
|
24
|
CVA Family Office
Denver,
Colorado
|
$10.5K
|
+$10.4K
|
+402
|
New
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$10.2K
|
-$120K
|
-4,614
|
-92%
|
|
