|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$630M
|
+$5.77M
|
+288,344
|
+1%
|
|
|
2
|
Osaic Holdings
Scottsdale,
Arizona
|
$13M
|
+$11.8M
|
+587,931
|
+10,611%
|
|
|
3
|
Aire Advisors
Beverly Hills,
California
|
$5.9M
|
-$1.2M
|
-60,083
|
-18%
|
|
|
4
|
Fairview Capital Investment Management
Greenbrae,
California
|
$1.37M
|
+$485K
|
+24,225
|
+63%
|
|
|
5
|
|
$1.01M
|
-$1.47M
|
-73,580
|
-61%
|
|
|
6
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$801K
|
+$731K
|
+36,553
|
New
|
|
|
7
|
Jackson Creek Investment Advisors
Castle Rock,
Colorado
|
$594K
|
+$18.3K
|
+912
|
+3%
|
|
|
8
|
Strategic Financial Planning
Plano,
Texas
|
$233K
|
+$213K
|
+10,650
|
New
|
|
|
9
|
Creative Planning
Overland Park,
Kansas
|
$211K
|
-$39.9K
|
-1,994
|
-17%
|
|
|
10
|
SOL Capital Management
Rockville,
Maryland
|
$206K
|
+$188K
|
+9,404
|
New
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$47.7K
|
-$4K
|
-200
|
-8%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$29K
|
+$24.2K
|
+1,209
|
+1,033%
|
|
|
13
|
|
$22.6K
|
+$4.24K
|
+212
|
+26%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$17K
|
-$7.14K
|
-357
|
-31%
|
|
|
15
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$9K
|
+$7.76K
|
+388
|
New
|
|
|
16
|
Clearstead Advisors
Cleveland,
Ohio
|
$8.34K
|
+$4.14K
|
+207
|
+119%
|
|
|
17
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$7.83K
|
-$10.5K
|
-523
|
-59%
|
|
|
18
|
Fidelity Investments
Boston,
Massachusetts
|
$6.96K
|
-$5.88K
|
-294
|
-48%
|
|
|
19
|
JDM Financial Group
Austin,
Texas
|
$4.62K
|
+$4.22K
|
+211
|
New
|
|
|
20
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$4.38K
|
+$4K
|
+200
|
New
|
|
|
21
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$3.52K
|
-$1.24K
|
-62
|
-28%
|
|
|
22
|
MCF Advisors
Covington,
Kentucky
|
$3.24K
|
–
|
–
|
–
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3K
|
-$780
|
-39
|
-24%
|
|
|
24
|
Advisory Services Network
Atlanta,
Georgia
|
$2.58K
|
+$2.36K
|
+118
|
New
|
|
|
25
|
Chilton Capital Management
Houston,
Texas
|
$2.56K
|
–
|
–
|
–
|
|
