|
1
|
Charles Schwab
San Francisco,
California
|
$33.6M
|
-$74.2K
|
-2,850
|
-0.2%
|
|
|
2
|
Charles Schwab Trust
Henderson,
Nevada
|
$14.4M
|
+$246K
|
+9,442
|
+2%
|
|
|
3
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$12.9M
|
-$93.2K
|
-3,580
|
-0.7%
|
|
|
4
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$12.4M
|
+$17.2M
|
+661,596
|
+220%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$7.82M
|
+$970K
|
+37,294
|
+14%
|
|
|
6
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$6.31M
|
–
|
–
|
–
|
|
|
7
|
CGN Advisors
Manhattan,
Kansas
|
$5.86M
|
-$97.4K
|
-3,744
|
-2%
|
|
|
8
|
RWA Wealth Partners
Newton,
Massachusetts
|
$3.65M
|
+$34.1K
|
+1,310
|
+1%
|
|
|
9
|
MYeCFO
La Jolla,
California
|
$3.28M
|
+$196K
|
+7,518
|
+6%
|
|
|
10
|
|
$3.05M
|
+$937K
|
+36,028
|
+45%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.3M
|
+$256K
|
+9,820
|
+13%
|
|
|
12
|
O'Rourke & Company
Boston,
Massachusetts
|
$2.19M
|
-$86.4K
|
-3,322
|
-4%
|
|
|
13
|
VanderPol Investments
Caledonia,
Michigan
|
$2.17M
|
-$11.1K
|
-428
|
-0.5%
|
|
|
14
|
|
$1.99M
|
-$1.54M
|
-59,152
|
-44%
|
|
|
15
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.66M
|
+$86.9K
|
+3,340
|
+6%
|
|
|
16
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.49M
|
-$32K
|
-1,228
|
-2%
|
|
|
17
|
TrinityPoint Wealth
Milford,
Connecticut
|
$1.23M
|
-$1.35K
|
-52
|
-0.1%
|
|
|
18
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.1M
|
+$36.4K
|
+1,400
|
+3%
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
$1.06M
|
+$847K
|
+32,536
|
+416%
|
|
|
20
|
Creative Planning
Overland Park,
Kansas
|
$1M
|
+$992K
|
+38,134
|
New
|
|
|
21
|
Donaldson Capital Management
Evansville,
Indiana
|
$927K
|
+$348K
|
+13,370
|
+61%
|
|
|
22
|
Savvy Advisors Inc
New York
|
$900K
|
–
|
–
|
–
|
|
|
23
|
Advisornet Financial
Minnetonka,
Minnesota
|
$810K
|
+$42.9K
|
+1,650
|
+6%
|
|
|
24
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$777K
|
+$150K
|
+5,750
|
+24%
|
|
|
25
|
TSA Wealth Management
Houston,
Texas
|
$750K
|
+$383K
|
+14,732
|
+107%
|
|
