|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$474M
|
+$44M
|
+1,537,640
|
+10%
|
|
|
2
|
Charles Schwab Trust
Henderson,
Nevada
|
$3.38M
|
+$328K
|
+11,488
|
+10%
|
|
|
3
|
Credit Suisse
Zurich,
Switzerland
|
$2.76M
|
+$2.86M
|
+100,000
|
New
|
|
|
4
|
Citadel Advisors
Miami,
Florida
|
$2.52M
|
+$2.31M
|
+80,659
|
+753%
|
|
|
5
|
|
$1.19M
|
-$666K
|
-23,283
|
-35%
|
|
|
6
|
Flow Traders U.S.
New York
|
$974K
|
+$1.01M
|
+35,343
|
New
|
|
|
7
|
GW & Wade
Wellesley,
Massachusetts
|
$248K
|
-$7.69K
|
-269
|
-3%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$118K
|
+$110K
|
+3,838
|
+833%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$47K
|
-$15.7K
|
-548
|
-24%
|
|
|
10
|
|
$37K
|
+$22.2K
|
+777
|
+138%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$33K
|
-$50.2K
|
-1,757
|
-59%
|
|
|
12
|
IFP Advisors
Tampa,
Florida
|
$29K
|
+$30K
|
+1,050
|
New
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$17K
|
+$5.83K
|
+204
|
+51%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$12K
|
+$944
|
+33
|
+8%
|
|
|
15
|
Spire Wealth Management
Mclean,
Virginia
|
$11K
|
-$29
|
-1
|
-0.2%
|
|
|
16
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$8K
|
–
|
–
|
–
|
|
|
17
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$8K
|
+$7.66K
|
+268
|
+1,165%
|
|
|
18
|
|
$7K
|
+$7.46K
|
+261
|
New
|
|
|
19
|
John W. Brooker & Co
Oakland,
California
|
$5K
|
–
|
–
|
–
|
|
|
20
|
Parallel Advisors
San Francisco,
California
|
$5K
|
+$5.32K
|
+186
|
+9,300%
|
|
|
21
|
Howe & Rusling
Rochester,
New York
|
$5K
|
+$5.38K
|
+188
|
New
|
|
|
22
|
TCI Wealth Advisors
Tucson,
Arizona
|
$4K
|
–
|
–
|
–
|
|
|
23
|
Reilly Financial Advisors
La Mesa,
California
|
$4K
|
+$4.35K
|
+152
|
New
|
|
|
24
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$4K
|
+$4.55K
|
+159
|
New
|
|
|
25
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$3K
|
–
|
–
|
–
|
|
