|
1
|
Charles Schwab
San Francisco,
California
|
$120M
|
+$153M
|
+5,347,977
|
New
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$111M
|
–
|
–
|
–
|
|
|
3
|
M&T Bank
Buffalo,
New York
|
$6.54M
|
+$8.33M
|
+290,571
|
New
|
|
|
4
|
Alpha Capital Management
Austin,
Texas
|
$5.59M
|
+$3.13M
|
+109,311
|
+78%
|
|
|
5
|
Peak Financial Management
Wellesley,
Massachusetts
|
$3.67M
|
+$1.02M
|
+35,435
|
+28%
|
|
|
6
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$2.79M
|
+$30.3K
|
+1,057
|
+1%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$1.68M
|
+$411K
|
+14,343
|
+24%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.27M
|
+$929K
|
+32,399
|
+135%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$1.21M
|
-$383K
|
-13,340
|
-20%
|
|
|
10
|
Well Done LLC
Holland,
Michigan
|
$1.21M
|
-$795K
|
-27,735
|
-34%
|
|
|
11
|
Fairview Capital Investment Management
Greenbrae,
California
|
$1.15M
|
-$363K
|
-12,675
|
-20%
|
|
|
12
|
First National Corp
Rockland,
Massachusetts
|
$1.09M
|
+$776K
|
+27,073
|
New
|
|
|
13
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$1.09M
|
-$1.96M
|
-68,436
|
-59%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$1.02M
|
+$952K
|
+33,205
|
+276%
|
|
|
15
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$963K
|
+$1.23M
|
+42,786
|
New
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$847K
|
+$1.08M
|
+37,620
|
New
|
|
|
17
|
Bank of New York Mellon
New York
|
$780K
|
-$1.25M
|
-43,702
|
-56%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$767K
|
+$981K
|
+34,216
|
New
|
|
|
19
|
First National Bank of South Miami
South Miami,
Florida
|
$603K
|
-$81.6K
|
-2,846
|
-10%
|
|
|
20
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$539K
|
-$273K
|
-9,508
|
-28%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$535K
|
-$350K
|
-12,192
|
-34%
|
|
|
22
|
Equitable Holdings
New York
|
$526K
|
+$14.3K
|
+500
|
+2%
|
|
|
23
|
Silicon Hills Wealth Management
Austin,
Texas
|
$481K
|
+$614K
|
+21,416
|
New
|
|
|
24
|
Hancock Whitney
Gulfport,
Mississippi
|
$476K
|
-$2.37M
|
-82,639
|
-80%
|
|
|
25
|
Empirical Wealth Management
Seattle,
Washington
|
$437K
|
-$2.58M
|
-89,877
|
-82%
|
|
