|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$188M
|
-$229M
|
-6,365,444
|
-51%
|
|
|
2
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$16.3M
|
-$5.13M
|
-142,647
|
-21%
|
|
|
3
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$14.3M
|
+$15.3M
|
+425,306
|
+967%
|
|
|
4
|
M&T Bank
Buffalo,
New York
|
$12.5M
|
–
|
–
|
–
|
|
|
5
|
Alpha Capital Management
Austin,
Texas
|
$8.06M
|
+$6.27M
|
+174,305
|
+194%
|
|
|
6
|
Peak Financial Management
Wellesley,
Massachusetts
|
$4.96M
|
-$510K
|
-14,190
|
-8%
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.95M
|
+$4.3M
|
+119,493
|
+1,199%
|
|
|
8
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$3.94M
|
+$619K
|
+17,203
|
+15%
|
|
|
9
|
Pacific Financial Group
Bellevue,
Washington
|
$3.91M
|
+$4.61M
|
+128,205
|
New
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$3.88M
|
-$3.73M
|
-103,674
|
-45%
|
|
|
11
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$3.34M
|
+$330K
|
+9,189
|
+9%
|
|
|
12
|
Empirical Wealth Management
Seattle,
Washington
|
$3.17M
|
+$1.33M
|
+37,085
|
+56%
|
|
|
13
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$2.99M
|
–
|
–
|
–
|
|
|
14
|
Bank of New York Mellon
New York
|
$2.25M
|
+$2.05K
|
+57
|
+0.1%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$2.18M
|
+$103K
|
+2,858
|
+4%
|
|
|
16
|
Well Done LLC
Holland,
Michigan
|
$2.1M
|
-$576K
|
-16,006
|
-19%
|
|
|
17
|
Claybrook Capital
Wellesley,
Massachusetts
|
$2.1M
|
+$36.1K
|
+1,003
|
+1%
|
|
|
18
|
Hancock Whitney
Gulfport,
Mississippi
|
$1.55M
|
-$3.16M
|
-87,781
|
-63%
|
|
|
19
|
Fairview Capital Investment Management
Greenbrae,
California
|
$1.53M
|
+$1.8M
|
+50,130
|
New
|
|
|
20
|
Acima Private Wealth
Richmond,
Virginia
|
$1.52M
|
+$1.79M
|
+49,713
|
New
|
|
|
21
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.48M
|
-$375K
|
-10,435
|
-18%
|
|
|
22
|
MML Investors Services
Springfield,
Massachusetts
|
$1.45M
|
+$289K
|
+8,028
|
+20%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.41M
|
+$306K
|
+8,511
|
+23%
|
|
|
24
|
Paradigm Financial Advisors
Des Peres,
Missouri
|
$1.39M
|
+$200K
|
+5,565
|
+14%
|
|
|
25
|
First National Bank of South Miami
South Miami,
Florida
|
$1.34M
|
+$1.5M
|
+41,729
|
New
|
|
