|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$442M
|
+$53.1M
|
+1,844,537
|
+13%
|
|
|
2
|
Charles Schwab Trust
Henderson,
Nevada
|
$3.14M
|
+$461K
|
+16,010
|
+17%
|
|
|
3
|
|
$1.88M
|
-$935K
|
-32,476
|
-33%
|
|
|
4
|
Citadel Advisors
Miami,
Florida
|
$303K
|
+$51.2K
|
+1,779
|
+20%
|
|
|
5
|
GW & Wade
Wellesley,
Massachusetts
|
$262K
|
+$266K
|
+9,261
|
New
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$84K
|
+$37.6K
|
+1,305
|
+78%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$64K
|
+$64.4K
|
+2,237
|
+6,391%
|
|
|
8
|
|
$16K
|
+$7.86K
|
+273
|
+94%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$13K
|
+$6.76K
|
+235
|
+104%
|
|
|
10
|
Spire Wealth Management
Mclean,
Virginia
|
$12K
|
+$4.58K
|
+159
|
+63%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$12K
|
+$6.65K
|
+231
|
+127%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11K
|
-$2.27K
|
-79
|
-16%
|
|
|
13
|
Ten Capital Wealth Advisors
Spokane,
Washington
|
$9K
|
+$9.01K
|
+313
|
New
|
|
|
14
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$8K
|
+$4.92K
|
+171
|
+161%
|
|
|
15
|
Rockefeller Capital Management
New York
|
$7K
|
–
|
–
|
–
|
|
|
16
|
West Paces Advisors
Atlanta,
Georgia
|
$6.55K
|
+$6.68K
|
+232
|
New
|
|
|
17
|
John W. Brooker & Co
Oakland,
California
|
$5K
|
+$5.35K
|
+186
|
New
|
|
|
18
|
TCI Wealth Advisors
Tucson,
Arizona
|
$4K
|
–
|
–
|
–
|
|
|
19
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$3K
|
–
|
–
|
–
|
|
|
20
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$2K
|
–
|
–
|
–
|
|
|
21
|
Advisory Services Network
Atlanta,
Georgia
|
$2K
|
+$1.75K
|
+61
|
New
|
|
|
22
|
Key Financial Inc
West Chester,
Pennsylvania
|
$2K
|
+$1.75K
|
+61
|
New
|
|
|
23
|
Delta Asset Management
Memphis,
Tennessee
|
$2K
|
+$1.93K
|
+67
|
New
|
|
|
24
|
Eaton Vance Management
Boston,
Massachusetts
|
$1K
|
-$21.7K
|
-753
|
-95%
|
|
|
25
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1K
|
-$12.2K
|
-423
|
-95%
|
|
