|
1
|
Charles Schwab
San Francisco,
California
|
$409M
|
-$15.6M
|
-156,066
|
-4%
|
|
|
2
|
Miracle Mile Advisors
Los Angeles,
California
|
$56.9M
|
+$1.4M
|
+13,968
|
+3%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$30.4M
|
+$2.26M
|
+22,559
|
+8%
|
|
|
4
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$27.4M
|
+$3.28M
|
+32,710
|
+14%
|
|
|
5
|
|
$26.3M
|
+$13.9M
|
+138,284
|
+112%
|
|
|
6
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$20.4M
|
+$1.73M
|
+17,313
|
+9%
|
|
|
7
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$16.1M
|
+$3.47M
|
+34,671
|
+28%
|
|
|
8
|
Guggenheim Capital
Chicago,
Illinois
|
$11.9M
|
+$6.1M
|
+60,860
|
+105%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$10.6M
|
+$1.99M
|
+19,866
|
+23%
|
|
|
10
|
Evoke Wealth
Los Angeles,
California
|
$10M
|
+$6.28M
|
+62,621
|
+167%
|
|
|
11
|
Corient Private Wealth
Miami,
Florida
|
$9.6M
|
+$5.8M
|
+57,887
|
+153%
|
|
|
12
|
Concurrent Investment Advisors
Tampa,
Florida
|
$8.73M
|
+$4.95M
|
+49,410
|
+131%
|
|
|
13
|
Eclectic Associates
Fullerton,
California
|
$6.37M
|
+$387K
|
+3,864
|
+6%
|
|
|
14
|
Creative Planning
Overland Park,
Kansas
|
$5.93M
|
+$816K
|
+8,145
|
+16%
|
|
|
15
|
Brio Consultants
San Francisco,
California
|
$5.45M
|
+$295K
|
+2,947
|
+6%
|
|
|
16
|
Old Mission Capital
Chicago,
Illinois
|
$5.06M
|
+$4.68M
|
+46,718
|
+1,257%
|
|
|
17
|
Altiora Financial Group
Lebanon,
Ohio
|
$5.01M
|
+$5.01M
|
+50,000
|
New
|
|
|
18
|
Bell Investment Advisors
Oakland,
California
|
$4.53M
|
+$1.25M
|
+12,456
|
+38%
|
|
|
19
|
Shared Vision Wealth Group
Carlsbad,
United States
|
$4.48M
|
+$1.93M
|
+19,280
|
+76%
|
|
|
20
|
PFG Advisors
Phoenix,
Arizona
|
$4.4M
|
+$71.4K
|
+713
|
+2%
|
|
|
21
|
Jones Financial Companies
Des Peres,
Missouri
|
$3.99M
|
+$1.33M
|
+13,278
|
+50%
|
|
|
22
|
Gotham Asset Management
New York
|
$3.97M
|
–
|
–
|
–
|
|
|
23
|
United Capital Financial Advisors
Irving,
Texas
|
$3.83M
|
+$1.19M
|
+11,863
|
+45%
|
|
|
24
|
NDWM LLC
La Jolla,
California
|
$3.52M
|
+$514K
|
+5,132
|
+17%
|
|
|
25
|
Raymond James Financial
St Petersburg,
Florida
|
$3.09M
|
-$203K
|
-2,027
|
-6%
|
|
