|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$194M
|
+$91.1M
|
+3,361,865
|
+59%
|
|
|
2
|
|
$5.51M
|
+$4.27M
|
+157,454
|
+157%
|
|
|
3
|
Charles Schwab Trust
Henderson,
Nevada
|
$833K
|
-$473K
|
-17,445
|
-31%
|
|
|
4
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$569K
|
+$722K
|
+26,619
|
New
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$34K
|
+$43.8K
|
+1,614
|
+53,800%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$21K
|
-$20.6K
|
-760
|
-43%
|
|
|
7
|
Bessemer Group
Woodbridge,
New Jersey
|
$19K
|
+$23.5K
|
+866
|
New
|
|
|
8
|
|
$15K
|
-$13.7K
|
-506
|
-42%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$7K
|
+$8.29K
|
+306
|
New
|
|
|
10
|
Rockefeller Capital Management
New York
|
$3K
|
+$3.85K
|
+142
|
New
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2K
|
–
|
–
|
–
|
|
|
12
|
Clearstead Advisors
Cleveland,
Ohio
|
$2K
|
+$2.09K
|
+77
|
New
|
|
|
13
|
Global Retirement Partners
San Rafael,
California
|
$2K
|
+$3.12K
|
+115
|
New
|
|
|
14
|
Advisory Services Network
Atlanta,
Georgia
|
$1K
|
+$705
|
+26
|
New
|
|
|
15
|
Bogart Wealth LLC
Mclean,
Virginia
|
$1K
|
+$1.08K
|
+40
|
New
|
|
|
16
|
|
–
|
-$241K
|
-8,167
|
Closed
|
|
|
17
|
Litman Gregory Wealth Management
Larkspur,
California
|
–
|
-$46K
|
-1,556
|
Closed
|
|
|
18
|
Valeo Financial Advisors
Carmel,
Indiana
|
–
|
-$17K
|
-587
|
Closed
|
|
|
19
|
Sandy Spring Bank
Olney,
Maryland
|
–
|
-$11K
|
-369
|
Closed
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
–
|
-$2.25K
|
-83
|
-99%
|
|
|
21
|
Sonora Investment Management
Tucson,
Arizona
|
–
|
+$54
|
+2
|
New
|
|
|
22
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
–
|
+$108
|
+4
|
New
|
|
