|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$378M
|
+$52.1M
|
+1,932,387
|
+16%
|
|
|
2
|
|
$2.71M
|
+$2.67M
|
+98,916
|
New
|
|
|
3
|
Charles Schwab Trust
Henderson,
Nevada
|
$2.63M
|
+$672K
|
+24,935
|
+36%
|
|
|
4
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$397K
|
+$391K
|
+14,504
|
New
|
|
|
5
|
Citadel Advisors
Miami,
Florida
|
$245K
|
+$241K
|
+8,937
|
New
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$46K
|
-$34K
|
-1,260
|
-43%
|
|
|
7
|
Eaton Vance Management
Boston,
Massachusetts
|
$21K
|
+$21.3K
|
+789
|
New
|
|
|
8
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$13K
|
+$270
|
+10
|
+2%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13K
|
+$11K
|
+409
|
+568%
|
|
|
10
|
|
$8K
|
-$1.46K
|
-54
|
-16%
|
|
|
11
|
Spire Wealth Management
Mclean,
Virginia
|
$7K
|
+$6.79K
|
+252
|
New
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$6K
|
-$3.64K
|
-135
|
-37%
|
|
|
13
|
Rockefeller Capital Management
New York
|
$6K
|
+$6.79K
|
+252
|
New
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$5K
|
-$24.4K
|
-904
|
-83%
|
|
|
15
|
TCI Wealth Advisors
Tucson,
Arizona
|
$4K
|
+$4.21K
|
+156
|
New
|
|
|
16
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$3K
|
-$1.83K
|
-68
|
-39%
|
|
|
17
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$3K
|
–
|
–
|
–
|
|
|
18
|
Valeo Financial Advisors
Carmel,
Indiana
|
$2K
|
–
|
–
|
–
|
|
|
19
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$2K
|
+$2.08K
|
+77
|
+1,100%
|
|
|
20
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$2K
|
+$2.37K
|
+88
|
New
|
|
|
21
|
Clearstead Advisors
Cleveland,
Ohio
|
$1K
|
–
|
–
|
–
|
|
|
22
|
|
$1K
|
+$620
|
+23
|
New
|
|
|
23
|
First Command Bank
Fort Worth,
Texas
|
$1K
|
+$782
|
+29
|
New
|
|
|
24
|
First Command Financial Services
Fort Worth,
Texas
|
$1K
|
+$782
|
+29
|
New
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$1K
|
+$944
|
+35
|
New
|
|
