|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$256M
|
+$19.6M
|
+820,106
|
+8%
|
|
|
2
|
Charles Schwab Trust
Henderson,
Nevada
|
$1.79M
|
+$179K
|
+7,475
|
+11%
|
|
|
3
|
|
$292K
|
-$486K
|
-20,321
|
-63%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$48K
|
+$28.1K
|
+1,176
|
+143%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$42K
|
-$17.3K
|
-725
|
-29%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$7K
|
+$4.28K
|
+179
|
+114%
|
|
|
7
|
Catalyst Private Wealth
San Mateo,
California
|
$5K
|
+$5.19K
|
+217
|
New
|
|
|
8
|
Clearstead Advisors
Cleveland,
Ohio
|
$2K
|
–
|
–
|
–
|
|
|
9
|
|
$2K
|
+$694
|
+29
|
+59%
|
|
|
10
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2K
|
+$1.96K
|
+82
|
+2,050%
|
|
|
11
|
Valeo Financial Advisors
Carmel,
Indiana
|
$1K
|
-$861
|
-36
|
-37%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1K
|
–
|
–
|
–
|
|
|
13
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$1K
|
+$1.12K
|
+47
|
New
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
–
|
-$3.6M
|
-156,905
|
Closed
|
|
|
15
|
|
–
|
-$825K
|
-35,940
|
Closed
|
|
|
16
|
Financial Advantage
Columbia,
Maryland
|
–
|
-$3K
|
-161
|
Closed
|
|
|
17
|
Liberty Wealth Management
Oakland,
California
|
–
|
-$3K
|
-138
|
Closed
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
–
|
-$1.27K
|
-53
|
-98%
|
|
|
19
|
Sonora Investment Management
Tucson,
Arizona
|
–
|
-$48
|
-2
|
-50%
|
|
|
20
|
Bogart Wealth LLC
Mclean,
Virginia
|
–
|
-$24
|
-1
|
-2%
|
|
|
21
|
Focused Wealth Management
Newburgh,
New York
|
–
|
+$48
|
+2
|
New
|
|
|
22
|
Steward Partners Investment Advisory
New York
|
–
|
+$96
|
+4
|
New
|
|
|
23
|
Parallel Advisors
San Francisco,
California
|
–
|
+$191
|
+8
|
+800%
|
|
