|
1
|
Charles Schwab
San Francisco,
California
|
$34.3M
|
+$117K
|
+4,506
|
+0.3%
|
|
|
2
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$5.99M
|
+$698K
|
+26,904
|
+13%
|
|
|
3
|
MYeCFO
La Jolla,
California
|
$3.53M
|
+$324K
|
+12,490
|
+10%
|
|
|
4
|
O'Rourke & Company
Boston,
Massachusetts
|
$1.74M
|
+$489K
|
+18,872
|
+39%
|
|
|
5
|
|
$1.74M
|
+$1.74M
|
+67,116
|
New
|
|
|
6
|
|
$1.68M
|
-$7.98M
|
-307,614
|
-83%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.49M
|
+$3.42K
|
+132
|
+0.2%
|
|
|
8
|
TrinityPoint Wealth
Milford,
Connecticut
|
$1.29M
|
+$14.6K
|
+564
|
+1%
|
|
|
9
|
Sequoia Financial Advisors
Akron,
Ohio
|
$1.23M
|
+$345K
|
+13,298
|
+39%
|
|
|
10
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$785K
|
-$27.4K
|
-1,058
|
-3%
|
|
|
11
|
Column Capital Advisors
Indianapolis,
Indiana
|
$719K
|
–
|
–
|
–
|
|
|
12
|
Advisornet Financial
Minnetonka,
Minnesota
|
$537K
|
+$450K
|
+17,360
|
+515%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$518K
|
+$519K
|
+20,000
|
New
|
|
|
14
|
Cetera Advisors
Denver,
Colorado
|
$362K
|
+$43.6K
|
+1,682
|
+14%
|
|
|
15
|
Koshinski Asset Management
Decatur,
Illinois
|
$342K
|
-$251K
|
-9,670
|
-42%
|
|
|
16
|
Cetera Advisor Networks
El Segundo,
California
|
$304K
|
+$4.41K
|
+170
|
+1%
|
|
|
17
|
Columbus Macro
New Castle,
Pennsylvania
|
$246K
|
-$18.4K
|
-710
|
-7%
|
|
|
18
|
RWA Wealth Partners
Newton,
Massachusetts
|
$221K
|
–
|
–
|
–
|
|
|
19
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$205K
|
–
|
–
|
–
|
|
|
20
|
Element Wealth
Ridgeland,
Mississippi
|
$116K
|
–
|
–
|
–
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$85.6K
|
+$75.6K
|
+2,914
|
+747%
|
|
|
22
|
Creative Financial Designs
Kokomo,
Indiana
|
$84.5K
|
+$49.3K
|
+1,900
|
+140%
|
|
|
23
|
CVA Family Office
Denver,
Colorado
|
$43.7K
|
+$33.3K
|
+1,284
|
+319%
|
|
|
24
|
VitalStone Financial
Shavano Park,
Texas
|
$35K
|
+$35.1K
|
+1,352
|
New
|
|
|
25
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$20.7K
|
+$20.7K
|
+800
|
New
|
|
