|
1
|
Charles Schwab
San Francisco,
California
|
$1.69B
|
+$17.8M
|
+688,774
|
+1%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$560M
|
+$551M
|
+21,323,660
|
+3,354%
|
|
|
3
|
Jones Financial Companies
Des Peres,
Missouri
|
$75.4M
|
+$22.6M
|
+874,762
|
+42%
|
|
|
4
|
Avidian Wealth Enterprises
Houston,
Texas
|
$38.2M
|
-$235K
|
-9,075
|
-0.6%
|
|
|
5
|
Charles Schwab Trust
Henderson,
Nevada
|
$24.2M
|
+$864K
|
+33,436
|
+4%
|
|
|
6
|
|
$22.1M
|
+$22.4M
|
+868,526
|
New
|
|
|
7
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$21.5M
|
-$1.26M
|
-48,909
|
-5%
|
|
|
8
|
United Capital Financial Advisors
Irving,
Texas
|
$19.9M
|
+$3.44M
|
+133,098
|
+21%
|
|
|
9
|
Creative Planning
Overland Park,
Kansas
|
$19.1M
|
+$18.3M
|
+706,273
|
+1,659%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$18.5M
|
+$15M
|
+581,349
|
+401%
|
|
|
11
|
Fort Point Capital Partners
San Francisco,
California
|
$17.9M
|
-$1.5M
|
-58,206
|
-8%
|
|
|
12
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$12.7M
|
+$45.6K
|
+1,766
|
+0.4%
|
|
|
13
|
Old Mission Capital
Chicago,
Illinois
|
$10.1M
|
+$10.3M
|
+396,938
|
New
|
|
|
14
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$8.38M
|
-$4.18M
|
-161,603
|
-33%
|
|
|
15
|
Quantinno Capital Management
New York
|
$7.66M
|
+$5.3M
|
+205,015
|
+214%
|
|
|
16
|
MML Investors Services
Springfield,
Massachusetts
|
$7.17M
|
+$1.89M
|
+73,097
|
+35%
|
|
|
17
|
CGN Advisors
Manhattan,
Kansas
|
$6.94M
|
-$564K
|
-21,825
|
-7%
|
|
|
18
|
RWA Wealth Partners
Newton,
Massachusetts
|
$6.13M
|
-$19.4K
|
-750
|
-0.3%
|
|
|
19
|
Smith, Moore & Co
Clayton,
Missouri
|
$5.98M
|
+$1.98M
|
+76,705
|
+49%
|
|
|
20
|
Perigon Wealth Management
San Francisco,
California
|
$5.4M
|
+$415K
|
+16,053
|
+8%
|
|
|
21
|
Natixis Advisors
Boston,
Massachusetts
|
$4.91M
|
+$969K
|
+37,509
|
+24%
|
|
|
22
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$4.9M
|
-$310K
|
-12,000
|
-6%
|
|
|
23
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$4.55M
|
+$4.62M
|
+178,654
|
New
|
|
|
24
|
MYeCFO
La Jolla,
California
|
$4.49M
|
+$96.7K
|
+3,740
|
+2%
|
|
|
25
|
Waverly Advisors
Birmingham,
Alabama
|
$3.67M
|
+$3.2M
|
+123,744
|
+607%
|
|
