|
1
|
Charles Schwab
San Francisco,
California
|
$179M
|
+$158M
|
+1,572,396
|
+686%
|
|
|
2
|
|
$19.2M
|
+$13.1M
|
+130,477
|
+210%
|
|
|
3
|
Old Mission Capital
Chicago,
Illinois
|
$6.76M
|
+$6.81M
|
+67,867
|
New
|
|
|
4
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$5.46M
|
-$51.9K
|
-517
|
-0.9%
|
|
|
5
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$4.88M
|
+$4.39M
|
+43,708
|
+826%
|
|
|
6
|
Financial Management Network
Mission Viejo,
California
|
$3.21M
|
+$1.4M
|
+13,909
|
+76%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$3.16M
|
+$3.1M
|
+30,843
|
+3,247%
|
|
|
8
|
SteelPeak Wealth
Woodland Hills,
California
|
$2.73M
|
+$2.75M
|
+27,394
|
New
|
|
|
9
|
PFG Advisors
Phoenix,
Arizona
|
$2.64M
|
+$2.66M
|
+26,531
|
New
|
|
|
10
|
|
$1.99M
|
+$2.01M
|
+19,991
|
New
|
|
|
11
|
FLC Capital Advisors
Palm Desert,
California
|
$1.77M
|
+$17.7K
|
+176
|
+1%
|
|
|
12
|
Fort Point Capital Partners
San Francisco,
California
|
$1.73M
|
+$14.4K
|
+143
|
+0.8%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.61M
|
-$99.3K
|
-989
|
-6%
|
|
|
14
|
Raymond James Financial
St Petersburg,
Florida
|
$1.58M
|
+$1.6M
|
+15,896
|
New
|
|
|
15
|
Creative Planning
Overland Park,
Kansas
|
$1.55M
|
+$469K
|
+4,675
|
+43%
|
|
|
16
|
Eclectic Associates
Fullerton,
California
|
$1.52M
|
+$1.54M
|
+15,295
|
New
|
|
|
17
|
Wedbush Securities
Los Angeles,
California
|
$1.34M
|
+$323K
|
+3,213
|
+31%
|
|
|
18
|
Bridgewealth Advisory Group
Fresno,
California
|
$1.17M
|
+$304K
|
+3,024
|
+35%
|
|
|
19
|
Beacon Pointe Advisors
Newport Beach,
California
|
$1M
|
+$161K
|
+1,604
|
+19%
|
|
|
20
|
Diversify Advisory Services
Sandy,
Utah
|
$896K
|
-$425K
|
-4,237
|
-32%
|
|
|
21
|
|
$844K
|
+$852K
|
+8,485
|
New
|
|
|
22
|
Brio Consultants
San Francisco,
California
|
$842K
|
+$849K
|
+8,457
|
New
|
|
|
23
|
North Berkeley Wealth Management
Berkeley,
California
|
$828K
|
+$835K
|
+8,322
|
New
|
|
|
24
|
Ariston Services Group
San Diego,
California
|
$808K
|
+$815K
|
+8,117
|
New
|
|
|
25
|
LPL Financial
San Diego,
California
|
$780K
|
+$315K
|
+3,136
|
+67%
|
|
