|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$227M
|
+$18.1M
|
+803,162
|
+9%
|
|
|
2
|
Citadel Advisors
Miami,
Florida
|
$3.6M
|
+$3.54M
|
+156,905
|
New
|
|
|
3
|
Charles Schwab Trust
Henderson,
Nevada
|
$1.55M
|
+$640K
|
+28,361
|
+73%
|
|
|
4
|
|
$825K
|
-$5.01M
|
-222,022
|
-86%
|
|
|
5
|
|
$746K
|
+$733K
|
+32,498
|
New
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$57K
|
+$19.3K
|
+856
|
+53%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$19K
|
-$3.79K
|
-168
|
-17%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$3K
|
-$3.36K
|
-149
|
-49%
|
|
|
9
|
Liberty Wealth Management
Oakland,
California
|
$3K
|
+$3.11K
|
+138
|
New
|
|
|
10
|
Financial Advantage
Columbia,
Maryland
|
$3K
|
+$3.63K
|
+161
|
New
|
|
|
11
|
Clearstead Advisors
Cleveland,
Ohio
|
$2K
|
–
|
–
|
–
|
|
|
12
|
Valeo Financial Advisors
Carmel,
Indiana
|
$2K
|
+$2.19K
|
+97
|
New
|
|
|
13
|
|
$1K
|
-$14.4K
|
-640
|
-93%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1K
|
-$1.67K
|
-74
|
-73%
|
|
|
15
|
Bogart Wealth LLC
Mclean,
Virginia
|
$1K
|
+$23
|
+1
|
+3%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$1K
|
+$1.2K
|
+53
|
+5,300%
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$569K
|
-26,619
|
Closed
|
|
|
18
|
Bessemer Group
Woodbridge,
New Jersey
|
–
|
-$19K
|
-866
|
Closed
|
|
|
19
|
Rockefeller Capital Management
New York
|
–
|
-$3K
|
-142
|
Closed
|
|
|
20
|
Global Retirement Partners
San Rafael,
California
|
–
|
-$2K
|
-115
|
Closed
|
|
|
21
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$1K
|
-26
|
Closed
|
|
|
22
|
Parallel Advisors
San Francisco,
California
|
–
|
+$23
|
+1
|
New
|
|
|
23
|
Sonora Investment Management
Tucson,
Arizona
|
–
|
+$45
|
+2
|
+100%
|
|
|
24
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
–
|
+$406
|
+18
|
New
|
|
