|
1
|
Charles Schwab
San Francisco,
California
|
$29.9M
|
-$2.96M
|
-114,312
|
-9%
|
|
|
2
|
Charles Schwab Trust
Henderson,
Nevada
|
$20.9M
|
+$6.89M
|
+265,858
|
+48%
|
|
|
3
|
Fort Point Capital Partners
San Francisco,
California
|
$20.4M
|
+$20.6M
|
+796,024
|
New
|
|
|
4
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$13.9M
|
-$10.9M
|
-422,616
|
-44%
|
|
|
5
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$12.7M
|
+$56.7K
|
+2,190
|
+0.4%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$11.3M
|
+$3.69M
|
+142,396
|
+48%
|
|
|
7
|
CGN Advisors
Manhattan,
Kansas
|
$7.86M
|
+$2.15M
|
+83,033
|
+37%
|
|
|
8
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$5.86M
|
-$306K
|
-11,800
|
-5%
|
|
|
9
|
RWA Wealth Partners
Newton,
Massachusetts
|
$3.62M
|
+$49.7K
|
+1,920
|
+1%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.23M
|
+$995K
|
+38,400
|
+44%
|
|
|
11
|
MYeCFO
La Jolla,
California
|
$3.23M
|
+$18.9K
|
+730
|
+0.6%
|
|
|
12
|
|
$2.45M
|
+$504K
|
+19,440
|
+26%
|
|
|
13
|
O'Rourke & Company
Boston,
Massachusetts
|
$2.27M
|
+$128K
|
+4,960
|
+6%
|
|
|
14
|
VanderPol Investments
Caledonia,
Michigan
|
$2.06M
|
-$66.9K
|
-2,582
|
-3%
|
|
|
15
|
Jones Financial Companies
Des Peres,
Missouri
|
$2.05M
|
+$2.07M
|
+79,761
|
New
|
|
|
16
|
Northeast Financial Group
Tannersville,
Pennsylvania
|
$1.67M
|
+$1.69M
|
+65,185
|
New
|
|
|
17
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.63M
|
+$14.9K
|
+577
|
+0.9%
|
|
|
18
|
United Capital Financial Advisors
Irving,
Texas
|
$1.49M
|
+$780K
|
+30,114
|
+108%
|
|
|
19
|
Columbus Macro
New Castle,
Pennsylvania
|
$1.46M
|
+$670K
|
+25,848
|
+83%
|
|
|
20
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.44M
|
-$13.1K
|
-507
|
-0.9%
|
|
|
21
|
Carl Stuart Investment Advisor
Austin,
Texas
|
$1.42M
|
+$1.44M
|
+55,424
|
New
|
|
|
22
|
Meridian Wealth Management
Lexington,
Kentucky
|
$1.42M
|
+$1.02M
|
+39,311
|
+247%
|
|
|
23
|
TrinityPoint Wealth
Milford,
Connecticut
|
$1.2M
|
-$855
|
-33
|
-0.1%
|
|
|
24
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$1.19M
|
+$548K
|
+21,171
|
+85%
|
|
|
25
|
Citadel Advisors
Miami,
Florida
|
$1.1M
|
+$66.4K
|
+2,563
|
+6%
|
|
