|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$318M
|
+$30.2M
|
+1,187,438
|
+11%
|
|
|
2
|
Charles Schwab Trust
Henderson,
Nevada
|
$1.88M
|
-$119K
|
-4,675
|
-6%
|
|
|
3
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$289K
|
+$275K
|
+10,794
|
New
|
|
|
4
|
Belpointe Asset Management
Reno,
Nevada
|
$224K
|
+$213K
|
+8,369
|
New
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$78K
|
+$29.9K
|
+1,176
|
+67%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$29K
|
-$23.2K
|
-910
|
-46%
|
|
|
7
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$12K
|
+$8.91K
|
+350
|
+407%
|
|
|
8
|
Freestone Capital Holdings
Seattle,
Washington
|
$10.1K
|
+$9.65K
|
+379
|
New
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$10K
|
+$636
|
+25
|
+7%
|
|
|
10
|
|
$9K
|
+$6.8K
|
+267
|
+342%
|
|
|
11
|
Howe & Rusling
Rochester,
New York
|
$8K
|
+$7.94K
|
+312
|
New
|
|
|
12
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$5K
|
+$4.43K
|
+174
|
New
|
|
|
13
|
Horan Securities
Cincinnati,
United States
|
$5K
|
+$4.51K
|
+177
|
New
|
|
|
14
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$3K
|
+$2.55K
|
+100
|
New
|
|
|
15
|
Valeo Financial Advisors
Carmel,
Indiana
|
$2K
|
–
|
–
|
–
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2K
|
+$1.15K
|
+45
|
+167%
|
|
|
17
|
Clearstead Advisors
Cleveland,
Ohio
|
$1K
|
-$815
|
-32
|
-42%
|
|
|
18
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$1K
|
+$738
|
+29
|
New
|
|
|
19
|
Fidelity Investments
Boston,
Massachusetts
|
$1K
|
+$764
|
+30
|
New
|
|
|
20
|
|
–
|
-$292K
|
-12,177
|
Closed
|
|
|
21
|
Catalyst Private Wealth
San Mateo,
California
|
–
|
-$5K
|
-217
|
Closed
|
|
|
22
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
–
|
-$1K
|
-47
|
Closed
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
–
|
-$25
|
-1
|
Closed
|
|
|
24
|
IronBridge Private Wealth
Austin,
Texas
|
–
|
+$25
|
+1
|
New
|
|
|
25
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
+$178
|
+7
|
New
|
|
