|
1
|
Charles Schwab
San Francisco,
California
|
$379M
|
+$157M
|
+1,617,459
|
+72%
|
|
|
2
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$22M
|
+$21.7M
|
+223,283
|
+10,448%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$21.4M
|
+$13.8M
|
+142,189
|
+186%
|
|
|
4
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$15.1M
|
+$3.75M
|
+38,668
|
+33%
|
|
|
5
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$6.89M
|
+$351K
|
+3,614
|
+5%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$6.67M
|
+$6.63M
|
+68,306
|
New
|
|
|
7
|
LPL Financial
San Diego,
California
|
$6.31M
|
+$5.41M
|
+55,754
|
+628%
|
|
|
8
|
Brio Consultants
San Francisco,
California
|
$5.8M
|
+$626K
|
+6,455
|
+12%
|
|
|
9
|
Eclectic Associates
Fullerton,
California
|
$5.18M
|
+$1.85M
|
+19,053
|
+56%
|
|
|
10
|
Creative Planning
Overland Park,
Kansas
|
$5.14M
|
+$3.56M
|
+36,723
|
+231%
|
|
|
11
|
Corient Private Wealth
Miami,
Florida
|
$3.87M
|
+$3.85M
|
+39,696
|
New
|
|
|
12
|
Gotham Asset Management
New York
|
$3.87M
|
–
|
–
|
–
|
|
|
13
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$3.81M
|
+$3.78M
|
+39,000
|
New
|
|
|
14
|
Bell Investment Advisors
Oakland,
California
|
$3.62M
|
+$3.48M
|
+35,821
|
+2,783%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.92M
|
+$1.17M
|
+12,104
|
+68%
|
|
|
16
|
Evoke Wealth
Los Angeles,
California
|
$2.54M
|
+$490K
|
+5,047
|
+24%
|
|
|
17
|
NDWM LLC
La Jolla,
California
|
$2.44M
|
+$2.42M
|
+24,955
|
New
|
|
|
18
|
SteelPeak Wealth
Woodland Hills,
California
|
$2.17M
|
-$500K
|
-5,149
|
-19%
|
|
|
19
|
Raymond James Financial
St Petersburg,
Florida
|
$2.09M
|
+$253K
|
+2,604
|
+14%
|
|
|
20
|
Financial Management Network
Mission Viejo,
California
|
$2.03M
|
-$790K
|
-8,143
|
-28%
|
|
|
21
|
FLC Capital Advisors
Palm Desert,
California
|
$1.98M
|
-$54.6K
|
-563
|
-3%
|
|
|
22
|
Diversify Advisory Services
Sandy,
Utah
|
$1.93M
|
+$1.92M
|
+19,805
|
New
|
|
|
23
|
Blue Oak Capital
Menlo Park,
California
|
$1.86M
|
+$138K
|
+1,426
|
+8%
|
|
|
24
|
|
$1.86M
|
+$138K
|
+1,426
|
+8%
|
|
|
25
|
Fort Point Capital Partners
San Francisco,
California
|
$1.8M
|
+$99.9K
|
+1,030
|
+6%
|
|
