|
1
|
Charles Schwab
San Francisco,
California
|
$618M
|
+$644M
|
+30,603,151
|
New
|
|
|
2
|
Osaic Holdings
Scottsdale,
Arizona
|
$11.9M
|
-$8.9K
|
-423
|
-0.1%
|
|
|
3
|
Aire Advisors
Beverly Hills,
California
|
$5.81M
|
+$153K
|
+7,295
|
+3%
|
|
|
4
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.37M
|
+$1.43M
|
+68,099
|
New
|
|
|
5
|
Fairview Capital Investment Management
Greenbrae,
California
|
$1.31M
|
–
|
–
|
–
|
|
|
6
|
American Financial & Tax Strategies
New York
|
$954K
|
+$159K
|
+7,575
|
+19%
|
|
|
7
|
Jackson Creek Investment Advisors
Castle Rock,
Colorado
|
$471K
|
-$47.4K
|
-2,253
|
-9%
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$356K
|
+$86.5K
|
+4,111
|
+30%
|
|
|
9
|
Creative Planning
Overland Park,
Kansas
|
$228K
|
+$9.78K
|
+465
|
+4%
|
|
|
10
|
Strategic Financial Planning
Plano,
Texas
|
$223K
|
+$63
|
+3
|
+0%
|
|
|
11
|
Ariadne Wealth Management
Santa Barbara,
California
|
$202K
|
+$210K
|
+10,000
|
New
|
|
|
12
|
Fidelity Investments
Boston,
Massachusetts
|
$76K
|
+$15.9K
|
+758
|
+25%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$34.9K
|
-$11.6K
|
-549
|
-24%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$26.7K
|
-$3.24K
|
-154
|
-10%
|
|
|
15
|
Farther Finance Advisors
San Francisco,
California
|
$22.9K
|
+$23.7K
|
+1,128
|
+7,050%
|
|
|
16
|
|
$21.8K
|
+$4.88K
|
+232
|
+27%
|
|
|
17
|
BOK Financial Private Wealth
Denver,
Colorado
|
$19.9K
|
–
|
–
|
–
|
|
|
18
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$13.7K
|
+$14.3K
|
+681
|
New
|
|
|
19
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$13K
|
+$13K
|
+620
|
+1,824%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12K
|
+$5.49K
|
+261
|
+70%
|
|
|
21
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$10.2K
|
–
|
–
|
–
|
|
|
22
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$9.89K
|
+$4.88K
|
+232
|
+90%
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$8.39K
|
-$8.19K
|
-389
|
-48%
|
|
|
24
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$8K
|
–
|
–
|
–
|
|
|
25
|
Versant Capital Management
Phoenix,
Arizona
|
$7.08K
|
+$7.39K
|
+351
|
New
|
|
