|
1
|
Charles Schwab
San Francisco,
California
|
$1.53B
|
+$181M
|
+7,180,523
|
+14%
|
|
|
2
|
Jones Financial Companies
Des Peres,
Missouri
|
$45.4M
|
-$29.6M
|
-1,175,390
|
-40%
|
|
|
3
|
Avidian Wealth Enterprises
Houston,
Texas
|
$39.6M
|
+$37.1M
|
+1,470,600
|
+1,901%
|
|
|
4
|
|
$23.1M
|
+$19.5M
|
+773,503
|
+600%
|
|
|
5
|
Charles Schwab Trust
Henderson,
Nevada
|
$20.5M
|
+$1.74M
|
+69,029
|
+9%
|
|
|
6
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$20M
|
+$641K
|
+25,421
|
+3%
|
|
|
7
|
Fort Point Capital Partners
San Francisco,
California
|
$18.4M
|
-$13.2M
|
-522,031
|
-42%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$15.4M
|
+$3.75M
|
+148,996
|
+33%
|
|
|
9
|
United Capital Financial Advisors
Irving,
Texas
|
$14.6M
|
+$2.71M
|
+107,707
|
+23%
|
|
|
10
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$12.5M
|
-$3.33K
|
-132
|
-0%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$11M
|
+$2.72M
|
+107,943
|
+34%
|
|
|
12
|
CGN Advisors
Manhattan,
Kansas
|
$6.96M
|
+$1.63M
|
+64,497
|
+31%
|
|
|
13
|
|
$6.56M
|
-$6.7M
|
-265,987
|
-51%
|
|
|
14
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$5.4M
|
+$38.1K
|
+1,510
|
+0.7%
|
|
|
15
|
Old Mission Capital
Chicago,
Illinois
|
$5.39M
|
+$5.3M
|
+210,281
|
New
|
|
|
16
|
RWA Wealth Partners
Newton,
Massachusetts
|
$5.09M
|
+$2.52M
|
+100,106
|
+101%
|
|
|
17
|
MML Investors Services
Springfield,
Massachusetts
|
$4.89M
|
+$2.84M
|
+112,738
|
+144%
|
|
|
18
|
Perigon Wealth Management
San Francisco,
California
|
$4.7M
|
+$90.1K
|
+3,576
|
+2%
|
|
|
19
|
Torrey Growth & Income Advisors
Del Mar,
California
|
$4.52M
|
+$4.45M
|
+176,462
|
New
|
|
|
20
|
MYeCFO
La Jolla,
California
|
$3.83M
|
+$114K
|
+4,540
|
+3%
|
|
|
21
|
Natixis Advisors
Boston,
Massachusetts
|
$3.64M
|
+$562K
|
+22,307
|
+19%
|
|
|
22
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$3.63M
|
+$179K
|
+7,107
|
+5%
|
|
|
23
|
|
$3.13M
|
+$3.08M
|
+122,094
|
New
|
|
|
24
|
Pure Portfolios Holdings
Lake Oswego,
Oregon
|
$3.08M
|
+$819K
|
+32,515
|
+37%
|
|
|
25
|
Smith, Moore & Co
Clayton,
Missouri
|
$2.39M
|
+$1.22M
|
+48,580
|
+108%
|
|
