|
1
|
Charles Schwab
San Francisco,
California
|
$31.8M
|
-$1.05M
|
-40,982
|
-3%
|
|
|
2
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$5.57M
|
+$5.83M
|
+228,582
|
New
|
|
|
3
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$5.54M
|
-$161K
|
-6,318
|
-3%
|
|
|
4
|
Charles Schwab Trust
Henderson,
Nevada
|
$4.36M
|
+$4.48M
|
+175,720
|
New
|
|
|
5
|
MYeCFO
La Jolla,
California
|
$4.22M
|
+$862K
|
+33,760
|
+25%
|
|
|
6
|
|
$2.38M
|
+$801K
|
+31,394
|
+48%
|
|
|
7
|
O'Rourke & Company
Boston,
Massachusetts
|
$1.65M
|
-$19.4K
|
-760
|
-1%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.42M
|
-$408
|
-16
|
-0%
|
|
|
9
|
TrinityPoint Wealth
Milford,
Connecticut
|
$1.21M
|
-$15.9K
|
-624
|
-1%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$1.14M
|
+$666K
|
+26,114
|
+131%
|
|
|
11
|
RWA Wealth Partners
Newton,
Massachusetts
|
$991K
|
+$802K
|
+31,438
|
+368%
|
|
|
12
|
Sequoia Financial Advisors
Akron,
Ohio
|
$990K
|
-$188K
|
-7,360
|
-16%
|
|
|
13
|
Advisornet Financial
Minnetonka,
Minnesota
|
$787K
|
+$281K
|
+11,018
|
+53%
|
|
|
14
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$754K
|
+$3.22K
|
+126
|
+0.4%
|
|
|
15
|
Column Capital Advisors
Indianapolis,
Indiana
|
$688K
|
–
|
–
|
–
|
|
|
16
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$446K
|
+$459K
|
+18,000
|
New
|
|
|
17
|
Gleason Group
Prospect,
Kentucky
|
$370K
|
+$381K
|
+14,916
|
New
|
|
|
18
|
Cetera Advisors
Denver,
Colorado
|
$363K
|
+$17.3K
|
+676
|
+5%
|
|
|
19
|
Cetera Advisor Networks
El Segundo,
California
|
$270K
|
-$20.7K
|
-812
|
-7%
|
|
|
20
|
Columbus Macro
New Castle,
Pennsylvania
|
$236K
|
-$153
|
-6
|
-0.1%
|
|
|
21
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$227K
|
+$234K
|
+9,150
|
New
|
|
|
22
|
|
$172K
|
+$177K
|
+6,952
|
New
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$166K
|
+$171K
|
+6,698
|
New
|
|
|
24
|
Creative Financial Designs
Kokomo,
Indiana
|
$130K
|
+$51K
|
+2,000
|
+61%
|
|
|
25
|
Element Wealth
Ridgeland,
Mississippi
|
$111K
|
–
|
–
|
–
|
|
