|
1
|
Charles Schwab
San Francisco,
California
|
$223M
|
+$45.7M
|
+460,429
|
+26%
|
|
|
2
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$11.4M
|
+$6.61M
|
+66,549
|
+136%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$7.54M
|
+$4.45M
|
+44,804
|
+141%
|
|
|
4
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$6.44M
|
+$1.19M
|
+11,935
|
+22%
|
|
|
5
|
Brio Consultants
San Francisco,
California
|
$5.21M
|
+$4.42M
|
+44,472
|
+526%
|
|
|
6
|
|
$4.73M
|
-$14.4M
|
-144,566
|
-75%
|
|
|
7
|
PFG Advisors
Phoenix,
Arizona
|
$3.9M
|
+$1.3M
|
+13,126
|
+49%
|
|
|
8
|
Gotham Asset Management
New York
|
$3.9M
|
+$3.93M
|
+39,612
|
New
|
|
|
9
|
Eclectic Associates
Fullerton,
California
|
$3.35M
|
+$1.86M
|
+18,744
|
+123%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.91M
|
+$2.39M
|
+24,096
|
+438%
|
|
|
11
|
Financial Management Network
Mission Viejo,
California
|
$2.8M
|
-$321K
|
-3,229
|
-10%
|
|
|
12
|
SteelPeak Wealth
Woodland Hills,
California
|
$2.7M
|
–
|
–
|
–
|
|
|
13
|
|
$2.17M
|
+$209K
|
+2,105
|
+11%
|
|
|
14
|
Evoke Wealth
Los Angeles,
California
|
$2.07M
|
+$1.78M
|
+17,972
|
+595%
|
|
|
15
|
FLC Capital Advisors
Palm Desert,
California
|
$2.05M
|
+$305K
|
+3,067
|
+17%
|
|
|
16
|
Raymond James Financial
St Petersburg,
Florida
|
$1.85M
|
+$285K
|
+2,869
|
+18%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.75M
|
+$160K
|
+1,610
|
+10%
|
|
|
18
|
Blue Oak Capital
Menlo Park,
California
|
$1.74M
|
+$1.75M
|
+17,665
|
New
|
|
|
19
|
|
$1.73M
|
+$1.75M
|
+17,605
|
New
|
|
|
20
|
Fort Point Capital Partners
San Francisco,
California
|
$1.72M
|
+$8.64K
|
+87
|
+0.5%
|
|
|
21
|
Creative Planning
Overland Park,
Kansas
|
$1.57M
|
+$31.6K
|
+318
|
+2%
|
|
|
22
|
Concurrent Investment Advisors
Tampa,
Florida
|
$1.39M
|
+$1.41M
|
+14,147
|
New
|
|
|
23
|
Old Mission Capital
Chicago,
Illinois
|
$1.39M
|
-$5.34M
|
-53,770
|
-79%
|
|
|
24
|
Wedbush Securities
Los Angeles,
California
|
$1.33M
|
–
|
–
|
–
|
|
|
25
|
Jones Financial Companies
Des Peres,
Missouri
|
$1M
|
+$654K
|
+6,581
|
+183%
|
|
