|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$516M
|
+$30.2M
|
+1,383,454
|
+6%
|
|
|
2
|
Aire Advisors
Beverly Hills,
California
|
$5.94M
|
+$6.16M
|
+282,261
|
New
|
|
|
3
|
Fairview Capital Investment Management
Greenbrae,
California
|
$2.42M
|
+$675K
|
+30,950
|
+37%
|
|
|
4
|
Jackson Creek Investment Advisors
Castle Rock,
Colorado
|
$528K
|
+$37.8K
|
+1,734
|
+7%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$426K
|
+$440K
|
+20,179
|
+20,383%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$65.8K
|
+$41.1K
|
+1,886
|
+152%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$50.7K
|
+$52.6K
|
+2,410
|
New
|
|
|
8
|
|
$28.1K
|
+$1.2K
|
+55
|
+4%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$24.9K
|
+$21K
|
+962
|
+428%
|
|
|
10
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$21.5K
|
+$22.4K
|
+1,025
|
New
|
|
|
11
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$11.6K
|
+$11.4K
|
+523
|
+1,937%
|
|
|
12
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$6.18K
|
+$6.41K
|
+294
|
New
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$4.31K
|
-$327
|
-15
|
-7%
|
|
|
14
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$3.76K
|
-$1.61K
|
-74
|
-29%
|
|
|
15
|
Clearstead Advisors
Cleveland,
Ohio
|
$3.66K
|
-$3.32K
|
-152
|
-47%
|
|
|
16
|
Spire Wealth Management
Mclean,
Virginia
|
$2.46K
|
+$1.5K
|
+69
|
+144%
|
|
|
17
|
Investors Research Corp
Atlanta,
Georgia
|
$2.12K
|
+$109
|
+5
|
+5%
|
|
|
18
|
|
$2.06K
|
–
|
–
|
–
|
|
|
19
|
Farther Finance Advisors
San Francisco,
California
|
$1.58K
|
+$1.64K
|
+75
|
New
|
|
|
20
|
Key Financial Inc
West Chester,
Pennsylvania
|
$1.28K
|
–
|
–
|
–
|
|
|
21
|
Harbour Investments
Madison,
Wisconsin
|
$1.24K
|
+$567
|
+26
|
+79%
|
|
|
22
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$1.09K
|
–
|
–
|
–
|
|
|
23
|
Bartlett & Co
Cincinnati,
Ohio
|
$1K
|
–
|
–
|
–
|
|
|
24
|
Blue Trust Inc
Alpharetta,
Georgia
|
$1K
|
+$698
|
+32
|
New
|
|
|
25
|
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
|
$1K
|
+$698
|
+32
|
New
|
|
