|
1
|
Charles Schwab
San Francisco,
California
|
$31.2M
|
-$2.49M
|
-98,512
|
-8%
|
|
|
2
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$13M
|
+$6.77M
|
+267,926
|
+119%
|
|
|
3
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$6.64M
|
+$603K
|
+23,862
|
+10%
|
|
|
4
|
Charles Schwab Trust
Henderson,
Nevada
|
$6.56M
|
+$1.86M
|
+73,838
|
+42%
|
|
|
5
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$6.32M
|
+$6.07M
|
+240,182
|
New
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$5.67M
|
+$4.28M
|
+169,616
|
+368%
|
|
|
7
|
MYeCFO
La Jolla,
California
|
$4.82M
|
+$339K
|
+13,440
|
+8%
|
|
|
8
|
RWA Wealth Partners
Newton,
Massachusetts
|
$3.42M
|
+$2.28M
|
+90,216
|
+226%
|
|
|
9
|
O'Rourke & Company
Boston,
Massachusetts
|
$2.26M
|
+$490K
|
+19,394
|
+29%
|
|
|
10
|
Carl Stuart Investment Advisor
Austin,
Texas
|
$2.08M
|
+$2M
|
+79,254
|
New
|
|
|
11
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.92M
|
+$1.84M
|
+72,930
|
New
|
|
|
12
|
SageView Advisory Group
Newport Beach,
California
|
$1.79M
|
–
|
–
|
–
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.71M
|
+$194K
|
+7,666
|
+13%
|
|
|
14
|
Lindenwold Advisors
Reading,
Pennsylvania
|
$1.49M
|
+$1.43M
|
+56,500
|
New
|
|
|
15
|
TrinityPoint Wealth
Milford,
Connecticut
|
$1.3M
|
+$7.22K
|
+286
|
+0.6%
|
|
|
16
|
|
$1.23M
|
-$1.25M
|
-49,386
|
-51%
|
|
|
17
|
Boothbay Fund Management
New York
|
$1.02M
|
+$983K
|
+38,928
|
New
|
|
|
18
|
Sequoia Financial Advisors
Akron,
Ohio
|
$1.02M
|
-$30.6K
|
-1,210
|
-3%
|
|
|
19
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$996K
|
+$188K
|
+7,430
|
+24%
|
|
|
20
|
Advisornet Financial
Minnetonka,
Minnesota
|
$835K
|
–
|
–
|
–
|
|
|
21
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$558K
|
+$81.3K
|
+3,220
|
+18%
|
|
|
22
|
Columbus Macro
New Castle,
Pennsylvania
|
$540K
|
+$279K
|
+11,044
|
+116%
|
|
|
23
|
Altiora Financial Group
Lebanon,
Ohio
|
$526K
|
+$505K
|
+20,000
|
New
|
|
|
24
|
AE Wealth Management
Topeka,
Kansas
|
$473K
|
+$459K
|
+18,184
|
New
|
|
|
25
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$430K
|
+$182K
|
+7,200
|
+79%
|
|
