|
1
|
Charles Schwab
San Francisco,
California
|
$32.9M
|
+$182K
|
+7,078
|
+0.6%
|
|
|
2
|
Charles Schwab Trust
Henderson,
Nevada
|
$13.9M
|
-$370K
|
-14,366
|
-3%
|
|
|
3
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$12.9M
|
+$90.5K
|
+3,516
|
+0.7%
|
|
|
4
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$9.57M
|
+$8.17M
|
+317,572
|
+578%
|
|
|
5
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$7.78M
|
+$484K
|
+18,828
|
+7%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$6.69M
|
+$758K
|
+29,466
|
+13%
|
|
|
7
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$6.17M
|
–
|
–
|
–
|
|
|
8
|
CGN Advisors
Manhattan,
Kansas
|
$5.83M
|
+$1.43M
|
+55,572
|
+32%
|
|
|
9
|
RWA Wealth Partners
Newton,
Massachusetts
|
$3.54M
|
+$30.9K
|
+1,200
|
+0.9%
|
|
|
10
|
|
$3.47M
|
+$2.29M
|
+89,122
|
+194%
|
|
|
11
|
MYeCFO
La Jolla,
California
|
$3.01M
|
-$1.44M
|
-55,960
|
-32%
|
|
|
12
|
O'Rourke & Company
Boston,
Massachusetts
|
$2.23M
|
-$60.9K
|
-2,368
|
-3%
|
|
|
13
|
VanderPol Investments
Caledonia,
Michigan
|
$2.14M
|
-$28.4K
|
-1,102
|
-1%
|
|
|
14
|
|
$2.06M
|
+$1.86M
|
+72,104
|
+882%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$2M
|
+$313K
|
+12,164
|
+19%
|
|
|
16
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.53M
|
+$445K
|
+17,294
|
+41%
|
|
|
17
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.49M
|
-$386K
|
-15,002
|
-21%
|
|
|
18
|
Bank of New York Mellon
New York
|
$1.47M
|
+$8.75K
|
+340
|
+0.6%
|
|
|
19
|
TrinityPoint Wealth
Milford,
Connecticut
|
$1.2M
|
-$81.7K
|
-3,174
|
-6%
|
|
|
20
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.04M
|
+$9.98K
|
+388
|
+1%
|
|
|
21
|
United Capital Financial Advisors
Irving,
Texas
|
$976K
|
+$977K
|
+37,990
|
New
|
|
|
22
|
Savvy Advisors Inc
New York
|
$881K
|
+$882K
|
+34,268
|
New
|
|
|
23
|
Advisornet Financial
Minnetonka,
Minnesota
|
$751K
|
-$117K
|
-4,550
|
-13%
|
|
|
24
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$683K
|
+$684K
|
+26,592
|
New
|
|
|
25
|
Berger Financial Group
Plymouth,
Minnesota
|
$631K
|
-$9.98K
|
-388
|
-2%
|
|
