|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$556M
|
+$41.8M
|
+2,052,326
|
+8%
|
|
|
2
|
Aire Advisors
Beverly Hills,
California
|
$6.43M
|
+$512K
|
+25,180
|
+8%
|
|
|
3
|
|
$2.34M
|
+$1.82M
|
+89,648
|
+298%
|
|
|
4
|
Fairview Capital Investment Management
Greenbrae,
California
|
$746K
|
-$1.74M
|
-85,550
|
-69%
|
|
|
5
|
Old Mission Capital
Chicago,
Illinois
|
$703K
|
+$734K
|
+36,040
|
New
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$523K
|
+$546K
|
+26,804
|
New
|
|
|
7
|
Jackson Creek Investment Advisors
Castle Rock,
Colorado
|
$511K
|
+$19.2K
|
+945
|
+4%
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$248K
|
-$363K
|
-17,839
|
-58%
|
|
|
9
|
Creative Planning
Overland Park,
Kansas
|
$227K
|
+$237K
|
+11,654
|
New
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$108K
|
+$73.8K
|
+3,626
|
+189%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$46.4K
|
-$8.37K
|
-411
|
-15%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$22.1K
|
-$32.9K
|
-1,615
|
-59%
|
|
|
13
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$17.2K
|
+$12K
|
+592
|
+205%
|
|
|
14
|
|
$16K
|
-$20
|
-1
|
-0.1%
|
|
|
15
|
Larson Financial Group
St Louis,
Missouri
|
$14.8K
|
+$15.3K
|
+752
|
+15,040%
|
|
|
16
|
Fidelity Investments
Boston,
Massachusetts
|
$11.9K
|
+$2.67K
|
+131
|
+27%
|
|
|
17
|
AlphaCore Capital
La Jolla,
California
|
$6.3K
|
+$6.02K
|
+296
|
+1,096%
|
|
|
18
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$4.35K
|
+$285
|
+14
|
+7%
|
|
|
19
|
Clearstead Advisors
Cleveland,
Ohio
|
$3.39K
|
–
|
–
|
–
|
|
|
20
|
|
$3.31K
|
+$3.46K
|
+170
|
New
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3K
|
-$4.13K
|
-203
|
-55%
|
|
|
22
|
MCF Advisors
Covington,
Kentucky
|
$2.89K
|
+$3.01K
|
+148
|
New
|
|
|
23
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$2.83K
|
+$2.95K
|
+145
|
New
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
$2.28K
|
-$1.81K
|
-89
|
-43%
|
|
|
25
|
Chilton Capital Management
Houston,
Texas
|
$2.28K
|
+$2.38K
|
+117
|
New
|
|
