|
1
|
Charles Schwab
San Francisco,
California
|
$439M
|
+$36M
|
+358,231
|
+9%
|
|
|
2
|
Miracle Mile Advisors
Los Angeles,
California
|
$63M
|
+$6.96M
|
+69,127
|
+12%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$33.4M
|
+$3.35M
|
+33,268
|
+11%
|
|
|
4
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$25.1M
|
-$2.08M
|
-20,656
|
-8%
|
|
|
5
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$20.8M
|
+$657K
|
+6,527
|
+3%
|
|
|
6
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$19.4M
|
+$3.47M
|
+34,510
|
+22%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$18.6M
|
+$8.26M
|
+82,095
|
+78%
|
|
|
8
|
Guggenheim Capital
Chicago,
Illinois
|
$17.7M
|
+$6.01M
|
+59,759
|
+50%
|
|
|
9
|
Pasadena Private Wealth
Pasadena,
California
|
$13.8M
|
+$14M
|
+139,033
|
New
|
|
|
10
|
Evoke Wealth
Los Angeles,
California
|
$9.41M
|
-$511K
|
-5,083
|
-5%
|
|
|
11
|
Concurrent Investment Advisors
Tampa,
Florida
|
$9.16M
|
+$541K
|
+5,377
|
+6%
|
|
|
12
|
Corient Private Wealth
Miami,
Florida
|
$6.47M
|
-$3.06M
|
-30,448
|
-32%
|
|
|
13
|
Eclectic Associates
Fullerton,
California
|
$6.39M
|
+$94.7K
|
+941
|
+1%
|
|
|
14
|
Creative Planning
Overland Park,
Kansas
|
$6.38M
|
+$523K
|
+5,200
|
+9%
|
|
|
15
|
|
$6.2M
|
-$20.1M
|
-199,630
|
-76%
|
|
|
16
|
Jones Financial Companies
Des Peres,
Missouri
|
$5.9M
|
+$2.02M
|
+20,086
|
+51%
|
|
|
17
|
Brio Consultants
San Francisco,
California
|
$5.75M
|
+$332K
|
+3,297
|
+6%
|
|
|
18
|
Shared Vision Wealth Group
Carlsbad,
United States
|
$5.69M
|
+$1.3M
|
+12,967
|
+29%
|
|
|
19
|
United Capital Financial Advisors
Irving,
Texas
|
$5.5M
|
+$1.73M
|
+17,243
|
+45%
|
|
|
20
|
Altiora Financial Group
Lebanon,
Ohio
|
$4.95M
|
–
|
–
|
–
|
|
|
21
|
Ballast Rock Private Wealth
Charleston,
South Carolina
|
$4.92M
|
+$4.37M
|
+43,475
|
+704%
|
|
|
22
|
PFG Advisors
Phoenix,
Arizona
|
$4.73M
|
+$384K
|
+3,816
|
+9%
|
|
|
23
|
Bell Investment Advisors
Oakland,
California
|
$4.58M
|
+$108K
|
+1,072
|
+2%
|
|
|
24
|
Luminvest Wealth Management
Scottsdale,
Arizona
|
$4.52M
|
+$3.15M
|
+31,272
|
+218%
|
|
|
25
|
Integrated Advisors Network
Dallas,
Texas
|
$4.29M
|
+$4.36M
|
+43,285
|
New
|
|
