|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$533M
|
+$52M
|
+1,846,407
|
+11%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$2.97M
|
+$2.97M
|
+105,543
|
+23,664%
|
|
|
3
|
Citadel Advisors
Miami,
Florida
|
$1.08M
|
-$1.49M
|
-52,772
|
-58%
|
|
|
4
|
|
$747K
|
-$464K
|
-16,481
|
-38%
|
|
|
5
|
GW & Wade
Wellesley,
Massachusetts
|
$252K
|
–
|
–
|
–
|
|
|
6
|
Charles Schwab Trust
Henderson,
Nevada
|
$223K
|
-$3.23M
|
-114,603
|
-93%
|
|
|
7
|
Vigilant Capital Management
Portland,
Maine
|
$57K
|
+$57.6K
|
+2,045
|
New
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$43K
|
+$9.38K
|
+333
|
+27%
|
|
|
9
|
|
$33K
|
-$4.99K
|
-177
|
-13%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$29K
|
+$12.1K
|
+430
|
+71%
|
|
|
11
|
Advisornet Financial
Minnetonka,
Minnesota
|
$17K
|
+$16.7K
|
+593
|
New
|
|
|
12
|
Spire Wealth Management
Mclean,
Virginia
|
$13K
|
+$1.04K
|
+37
|
+9%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$9K
|
-$112K
|
-3,973
|
-92%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$9K
|
-$39.2K
|
-1,392
|
-81%
|
|
|
15
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$8K
|
+$8.45K
|
+300
|
New
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$7K
|
-$1.24K
|
-44
|
-15%
|
|
|
17
|
John W. Brooker & Co
Oakland,
California
|
$5K
|
–
|
–
|
–
|
|
|
18
|
Parallel Advisors
San Francisco,
California
|
$5K
|
+$84
|
+3
|
+2%
|
|
|
19
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$4K
|
–
|
–
|
–
|
|
|
20
|
TCI Wealth Advisors
Tucson,
Arizona
|
$4K
|
–
|
–
|
–
|
|
|
21
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$3K
|
–
|
–
|
–
|
|
|
22
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$3K
|
+$1.41K
|
+50
|
+81%
|
|
|
23
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$2K
|
–
|
–
|
–
|
|
|
24
|
Investors Research Corp
Atlanta,
Georgia
|
$2K
|
–
|
–
|
–
|
|
|
25
|
Key Financial Inc
West Chester,
Pennsylvania
|
$2K
|
–
|
–
|
–
|
|
