|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$495M
|
+$23.8M
|
+1,160,154
|
+5%
|
|
|
2
|
Fairview Capital Investment Management
Greenbrae,
California
|
$1.8M
|
+$1.73M
|
+84,225
|
New
|
|
|
3
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$764K
|
-$79.4K
|
-3,877
|
-10%
|
|
|
4
|
Jackson Creek Investment Advisors
Castle Rock,
Colorado
|
$500K
|
+$95.2K
|
+4,648
|
+25%
|
|
|
5
|
Litman Gregory Wealth Management
Larkspur,
California
|
$346K
|
+$21.3K
|
+1,040
|
+11%
|
|
|
6
|
|
$27.3K
|
+$2.23K
|
+109
|
+9%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$26.5K
|
+$15.9K
|
+778
|
+167%
|
|
|
8
|
|
$10.1K
|
+$9.69K
|
+473
|
New
|
|
|
9
|
Clearstead Advisors
Cleveland,
Ohio
|
$6.96K
|
–
|
–
|
–
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.45K
|
-$11.9K
|
-579
|
-72%
|
|
|
11
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$5.4K
|
+$2.89K
|
+141
|
+126%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$4.67K
|
-$3.89K
|
-190
|
-46%
|
|
|
13
|
Sandy Spring Bank
Olney,
Maryland
|
$4.65K
|
+$3.59K
|
+175
|
+407%
|
|
|
14
|
IFP Advisors
Tampa,
Florida
|
$4K
|
-$4.71K
|
-230
|
-90%
|
|
|
15
|
Financial Management Professionals
Austin,
Texas
|
$3K
|
+$2.56K
|
+125
|
+12,500%
|
|
|
16
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3K
|
+$3.07K
|
+150
|
New
|
|
|
17
|
Investors Research Corp
Atlanta,
Georgia
|
$2.05K
|
–
|
–
|
–
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2K
|
-$2.05K
|
-100
|
-50%
|
|
|
19
|
|
$2K
|
+$2.01K
|
+98
|
New
|
|
|
20
|
Parallel Advisors
San Francisco,
California
|
$1.47K
|
+$1K
|
+49
|
+258%
|
|
|
21
|
Key Financial Inc
West Chester,
Pennsylvania
|
$1.19K
|
–
|
–
|
–
|
|
|
22
|
GHP Investment Advisors
Denver,
Colorado
|
$1.15K
|
+$1.11K
|
+54
|
New
|
|
|
23
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$1.11K
|
–
|
–
|
–
|
|
|
24
|
Spire Wealth Management
Mclean,
Virginia
|
$1K
|
-$102
|
-5
|
-9%
|
|
|
25
|
Bartlett & Co
Cincinnati,
Ohio
|
$1K
|
–
|
–
|
–
|
|
