|
1
|
Jones Financial Companies
Des Peres,
Missouri
|
$65.4M
|
+$64.1M
|
+2,499,136
|
+3,133%
|
|
|
2
|
Charles Schwab
San Francisco,
California
|
$29.6M
|
+$64.8K
|
+2,529
|
+0.2%
|
|
|
3
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$17M
|
+$3.32M
|
+129,549
|
+24%
|
|
|
4
|
Fort Point Capital Partners
San Francisco,
California
|
$16.6M
|
-$3.67M
|
-143,329
|
-18%
|
|
|
5
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$14.2M
|
+$1.99M
|
+77,781
|
+16%
|
|
|
6
|
Charles Schwab Trust
Henderson,
Nevada
|
$13.4M
|
-$7.36M
|
-286,901
|
-35%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$11.7M
|
+$489K
|
+19,083
|
+4%
|
|
|
8
|
Rochester Wealth Strategies
Rochester,
Michigan
|
$6.27M
|
+$6.34M
|
+247,319
|
New
|
|
|
9
|
CGN Advisors
Manhattan,
Kansas
|
$5.94M
|
-$1.85M
|
-72,082
|
-24%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.61M
|
+$2.44M
|
+95,209
|
+76%
|
|
|
11
|
|
$5.44M
|
+$3.05M
|
+119,105
|
+125%
|
|
|
12
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$5.37M
|
-$425K
|
-16,580
|
-7%
|
|
|
13
|
United Capital Financial Advisors
Irving,
Texas
|
$4.43M
|
+$2.98M
|
+116,383
|
+200%
|
|
|
14
|
Perigon Wealth Management
San Francisco,
California
|
$4.19M
|
+$4.23M
|
+165,158
|
New
|
|
|
15
|
RWA Wealth Partners
Newton,
Massachusetts
|
$3.48M
|
-$96.1K
|
-3,749
|
-3%
|
|
|
16
|
MYeCFO
La Jolla,
California
|
$3.36M
|
+$192K
|
+7,472
|
+6%
|
|
|
17
|
O'Rourke & Company
Boston,
Massachusetts
|
$2.25M
|
+$2.23K
|
+87
|
+0.1%
|
|
|
18
|
VanderPol Investments
Caledonia,
Michigan
|
$2.19M
|
+$159K
|
+6,217
|
+8%
|
|
|
19
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$2.06M
|
+$895K
|
+34,924
|
+76%
|
|
|
20
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.65M
|
+$1.67M
|
+65,000
|
New
|
|
|
21
|
Columbus Macro
New Castle,
Pennsylvania
|
$1.52M
|
+$81.5K
|
+3,178
|
+6%
|
|
|
22
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.49M
|
+$73K
|
+2,847
|
+5%
|
|
|
23
|
Creative Financial Designs
Kokomo,
Indiana
|
$1.46M
|
+$657K
|
+25,617
|
+80%
|
|
|
24
|
Meridian Wealth Management
Lexington,
Kentucky
|
$1.45M
|
+$53.6K
|
+2,090
|
+4%
|
|
|
25
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.45M
|
-$169K
|
-6,581
|
-10%
|
|
