|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$644M
|
+$20.2M
|
+966,207
|
+3%
|
|
|
2
|
Osaic Holdings
Scottsdale,
Arizona
|
$12.8M
|
-$52.4K
|
-2,499
|
-0.4%
|
|
|
3
|
Aire Advisors
Beverly Hills,
California
|
$6.08M
|
+$235K
|
+11,202
|
+4%
|
|
|
4
|
|
$3.42M
|
+$2.35M
|
+111,994
|
+242%
|
|
|
5
|
Fairview Capital Investment Management
Greenbrae,
California
|
$1.41M
|
+$53.4K
|
+2,550
|
+4%
|
|
|
6
|
American Financial & Tax Strategies
New York
|
$859K
|
+$831K
|
+39,692
|
New
|
|
|
7
|
Jackson Creek Investment Advisors
Castle Rock,
Colorado
|
$554K
|
-$32.5K
|
-1,551
|
-6%
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$293K
|
+$283K
|
+13,521
|
New
|
|
|
9
|
Strategic Financial Planning
Plano,
Texas
|
$240K
|
+$8.76K
|
+418
|
+4%
|
|
|
10
|
Creative Planning
Overland Park,
Kansas
|
$234K
|
+$24.3K
|
+1,161
|
+12%
|
|
|
11
|
SOL Capital Management
Rockville,
Maryland
|
$221K
|
+$17.1K
|
+815
|
+9%
|
|
|
12
|
Fidelity Investments
Boston,
Massachusetts
|
$65.1K
|
+$56.4K
|
+2,691
|
+846%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$49.3K
|
+$2.07K
|
+99
|
+5%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$32K
|
+$14.7K
|
+701
|
+90%
|
|
|
15
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$29K
|
+$28.1K
|
+1,343
|
New
|
|
|
16
|
BOK Financial Private Wealth
Denver,
Colorado
|
$21.4K
|
+$20.7K
|
+987
|
New
|
|
|
17
|
|
$18.4K
|
-$3.81K
|
-182
|
-18%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$17.4K
|
-$10.9K
|
-521
|
-39%
|
|
|
19
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$11.4K
|
+$6.81K
|
+325
|
+163%
|
|
|
20
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$10.3K
|
+$10K
|
+478
|
New
|
|
|
21
|
Spire Wealth Management
Mclean,
Virginia
|
$9.53K
|
+$9.22K
|
+440
|
New
|
|
|
22
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$9K
|
–
|
–
|
–
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9K
|
+$5.2K
|
+248
|
+198%
|
|
|
24
|
Cassady Schiller Wealth Management
Cincinnati,
Ohio
|
$6.21K
|
+$6.01K
|
+287
|
New
|
|
|
25
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$6K
|
+$5.38K
|
+257
|
New
|
|
