|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$34.4M
|
+$34.3M
|
+2,267,167
|
New
|
|
|
2
|
|
$26.5M
|
-$10.9M
|
-721,282
|
-29%
|
|
|
3
|
|
$11.6M
|
+$853K
|
+56,313
|
+8%
|
|
|
4
|
Guardian Life Insurance
New York
|
$5.46M
|
-$451K
|
-29,746
|
-8%
|
|
|
5
|
|
$5.36M
|
+$5.36M
|
+353,770
|
New
|
|
|
6
|
Stephens Inc
Little Rock,
Arkansas
|
$3.01M
|
–
|
–
|
–
|
|
|
7
|
Evanston Advisors
Schaumburg,
Illinois
|
$2.9M
|
+$232K
|
+15,337
|
+9%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$2.52M
|
-$634K
|
-41,835
|
-20%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.07M
|
+$18.4K
|
+1,217
|
+0.9%
|
|
|
10
|
|
$2.02M
|
-$1.76M
|
-116,200
|
-47%
|
|
|
11
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$1.84M
|
+$111K
|
+7,300
|
+6%
|
|
|
12
|
Prudential plc
London, England,
United Kingdom
|
$697K
|
+$697K
|
+46,000
|
New
|
|
|
13
|
|
$680K
|
+$69.7K
|
+4,600
|
+11%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$458K
|
-$256K
|
-16,929
|
-36%
|
|
|
15
|
|
$428K
|
-$3.34M
|
-220,341
|
-89%
|
|
|
16
|
Private Advisor Group
Morristown,
New Jersey
|
$263K
|
-$97.2K
|
-6,417
|
-27%
|
|
|
17
|
Credit Suisse
Zurich,
Switzerland
|
$211K
|
–
|
–
|
–
|
|
|
18
|
HSBC Holdings
London,
United Kingdom
|
$202K
|
-$53.6K
|
-3,540
|
-21%
|
|
|
19
|
Gupta Wealth Management
San Diego,
California
|
$164K
|
+$164K
|
+10,840
|
New
|
|
|
20
|
Concert Wealth Management
San Jose,
California
|
$145K
|
+$12.9K
|
+851
|
+5%
|
|
|
21
|
Manchester Capital Management
Manchester,
Vermont
|
$105K
|
–
|
–
|
–
|
|
|
22
|
AssetMark Inc
Concord,
California
|
$75K
|
-$55.6K
|
-3,670
|
-43%
|
|
|
23
|
|
$74K
|
-$6.06K
|
-400
|
-8%
|
|
|
24
|
Hudock Inc
Williamsport,
Pennsylvania
|
$73K
|
-$137K
|
-9,015
|
-65%
|
|
|
25
|
U.S. Global Investors (USGI)
San Antonio,
Texas
|
$54K
|
+$59.1K
|
+3,900
|
New
|
|
