|
1
|
Charles Schwab
San Francisco,
California
|
$33.2M
|
+$2.33M
|
+89,382
|
+8%
|
|
|
2
|
Charles Schwab Trust
Henderson,
Nevada
|
$14.4M
|
+$7.96M
|
+304,848
|
+122%
|
|
|
3
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$12.8M
|
+$33.4K
|
+1,278
|
+0.3%
|
|
|
4
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$7.34M
|
+$769K
|
+29,450
|
+12%
|
|
|
5
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$6.25M
|
–
|
–
|
–
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$6.01M
|
+$399K
|
+15,268
|
+7%
|
|
|
7
|
MYeCFO
La Jolla,
California
|
$4.5M
|
-$276K
|
-10,560
|
-6%
|
|
|
8
|
CGN Advisors
Manhattan,
Kansas
|
$4.46M
|
+$4.47M
|
+171,274
|
New
|
|
|
9
|
RWA Wealth Partners
Newton,
Massachusetts
|
$3.55M
|
+$165K
|
+6,322
|
+5%
|
|
|
10
|
O'Rourke & Company
Boston,
Massachusetts
|
$2.32M
|
+$84.6K
|
+3,238
|
+4%
|
|
|
11
|
VanderPol Investments
Caledonia,
Michigan
|
$2.19M
|
+$2.2M
|
+84,294
|
New
|
|
|
12
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.89M
|
+$913K
|
+34,956
|
+92%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.71M
|
+$9.98K
|
+382
|
+0.6%
|
|
|
14
|
Bank of New York Mellon
New York
|
$1.48M
|
+$1.48M
|
+56,800
|
New
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.43M
|
+$1.44M
|
+54,946
|
New
|
|
|
16
|
TrinityPoint Wealth
Milford,
Connecticut
|
$1.3M
|
+$16K
|
+614
|
+1%
|
|
|
17
|
Cetera Advisors
Denver,
Colorado
|
$1.22M
|
+$834K
|
+31,938
|
+215%
|
|
|
18
|
|
$1.19M
|
-$24.7K
|
-946
|
-2%
|
|
|
19
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.1M
|
+$881K
|
+33,740
|
+391%
|
|
|
20
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.04M
|
-$860K
|
-32,942
|
-45%
|
|
|
21
|
Advisornet Financial
Minnetonka,
Minnesota
|
$879K
|
+$52.5K
|
+2,010
|
+6%
|
|
|
22
|
Berger Financial Group
Plymouth,
Minnesota
|
$649K
|
+$652K
|
+24,948
|
New
|
|
|
23
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$555K
|
+$3.13K
|
+120
|
+0.6%
|
|
|
24
|
Columbus Macro
New Castle,
Pennsylvania
|
$530K
|
-$4.54K
|
-174
|
-0.8%
|
|
|
25
|
Altiora Financial Group
Lebanon,
Ohio
|
$521K
|
–
|
–
|
–
|
|
