|
1
|
Charles Schwab
San Francisco,
California
|
$1.69B
|
+$149M
|
+5,793,290
|
+10%
|
|
|
2
|
Jones Financial Companies
Des Peres,
Missouri
|
$54.1M
|
+$8.39M
|
+325,435
|
+18%
|
|
|
3
|
Avidian Wealth Enterprises
Houston,
Texas
|
$38.8M
|
-$1.07M
|
-41,555
|
-3%
|
|
|
4
|
Charles Schwab Trust
Henderson,
Nevada
|
$23.6M
|
+$2.94M
|
+113,942
|
+14%
|
|
|
5
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$23M
|
+$2.92M
|
+113,208
|
+14%
|
|
|
6
|
Fort Point Capital Partners
San Francisco,
California
|
$19.8M
|
+$1.1M
|
+42,573
|
+6%
|
|
|
7
|
United Capital Financial Advisors
Irving,
Texas
|
$16.7M
|
+$1.98M
|
+76,770
|
+13%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$16.4M
|
+$844K
|
+32,741
|
+5%
|
|
|
9
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$12.7M
|
+$78.1K
|
+3,031
|
+0.6%
|
|
|
10
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$12.7M
|
+$8.97M
|
+348,114
|
+246%
|
|
|
11
|
CGN Advisors
Manhattan,
Kansas
|
$7.58M
|
+$580K
|
+22,520
|
+8%
|
|
|
12
|
RWA Wealth Partners
Newton,
Massachusetts
|
$6.21M
|
+$1.09M
|
+42,297
|
+21%
|
|
|
13
|
MML Investors Services
Springfield,
Massachusetts
|
$5.37M
|
+$448K
|
+17,385
|
+9%
|
|
|
14
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$5.27M
|
-$160K
|
-6,200
|
-3%
|
|
|
15
|
Perigon Wealth Management
San Francisco,
California
|
$5.04M
|
+$316K
|
+12,270
|
+7%
|
|
|
16
|
MYeCFO
La Jolla,
California
|
$4.44M
|
+$586K
|
+22,740
|
+15%
|
|
|
17
|
Smith, Moore & Co
Clayton,
Missouri
|
$4.07M
|
+$1.66M
|
+64,425
|
+69%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.04M
|
+$1.92M
|
+74,540
|
+91%
|
|
|
19
|
Natixis Advisors
Boston,
Massachusetts
|
$3.99M
|
+$335K
|
+12,992
|
+9%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.74M
|
-$7.3M
|
-283,148
|
-66%
|
|
|
21
|
|
$3.51M
|
-$19.7M
|
-766,247
|
-85%
|
|
|
22
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$3.33M
|
+$1.13M
|
+44,037
|
+52%
|
|
|
23
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3.28M
|
+$2.35M
|
+91,233
|
+253%
|
|
|
24
|
Pure Portfolios Holdings
Lake Oswego,
Oregon
|
$3.16M
|
+$60.4K
|
+2,345
|
+2%
|
|
|
25
|
Torrey Growth & Income Advisors
Del Mar,
California
|
$2.89M
|
-$1.65M
|
-64,170
|
-36%
|
|
