|
1
|
Charles Schwab
San Francisco,
California
|
$1.33B
|
+$1.29B
|
+51,476,356
|
+4,410%
|
|
|
2
|
Jones Financial Companies
Des Peres,
Missouri
|
$74.3M
|
+$9.3M
|
+371,347
|
+14%
|
|
|
3
|
Fort Point Capital Partners
San Francisco,
California
|
$31.3M
|
+$14.8M
|
+588,813
|
+90%
|
|
|
4
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$19M
|
+$2.16M
|
+86,264
|
+13%
|
|
|
5
|
Charles Schwab Trust
Henderson,
Nevada
|
$18.5M
|
+$5.13M
|
+204,665
|
+39%
|
|
|
6
|
|
$13.1M
|
+$7.71M
|
+307,645
|
+144%
|
|
|
7
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$12.3M
|
-$2.13M
|
-84,865
|
-15%
|
|
|
8
|
United Capital Financial Advisors
Irving,
Texas
|
$11.6M
|
+$7.21M
|
+287,789
|
+165%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$11.4M
|
-$131K
|
-5,248
|
-1%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.06M
|
+$2.48M
|
+99,133
|
+45%
|
|
|
11
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$5.27M
|
-$66.4K
|
-2,650
|
-1%
|
|
|
12
|
CGN Advisors
Manhattan,
Kansas
|
$5.22M
|
-$674K
|
-26,889
|
-11%
|
|
|
13
|
Perigon Wealth Management
San Francisco,
California
|
$4.53M
|
+$369K
|
+14,740
|
+9%
|
|
|
14
|
MYeCFO
La Jolla,
California
|
$3.66M
|
+$311K
|
+12,400
|
+9%
|
|
|
15
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$3.38M
|
+$1.94M
|
+77,574
|
+136%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.29M
|
+$3.28M
|
+130,722
|
New
|
|
|
17
|
|
$3.24M
|
+$2.01M
|
+80,303
|
+166%
|
|
|
18
|
Natixis Advisors
Boston,
Massachusetts
|
$3.02M
|
+$2.31M
|
+92,127
|
+334%
|
|
|
19
|
|
$2.52M
|
+$2.51M
|
+100,000
|
New
|
|
|
20
|
RWA Wealth Partners
Newton,
Massachusetts
|
$2.49M
|
-$962K
|
-38,385
|
-28%
|
|
|
21
|
Quantinno Capital Management
New York
|
$2.31M
|
+$2.3M
|
+91,765
|
New
|
|
|
22
|
Pure Portfolios Holdings
Lake Oswego,
Oregon
|
$2.21M
|
+$1.82M
|
+72,663
|
+482%
|
|
|
23
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$2.15M
|
+$102K
|
+4,084
|
+5%
|
|
|
24
|
VanderPol Investments
Caledonia,
Michigan
|
$2.11M
|
-$65.5K
|
-2,614
|
-3%
|
|
|
25
|
MML Investors Services
Springfield,
Massachusetts
|
$1.97M
|
+$968K
|
+38,647
|
+98%
|
|
