|
1
|
Charles Schwab
San Francisco,
California
|
$730M
|
+$13.7M
|
+629,608
|
+2%
|
|
|
2
|
Osaic Holdings
Scottsdale,
Arizona
|
$13.8M
|
-$3.89K
|
-179
|
-0%
|
|
|
3
|
Aire Advisors
Beverly Hills,
California
|
$6.12M
|
-$567K
|
-26,051
|
-9%
|
|
|
4
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.79M
|
+$1.12M
|
+51,410
|
+75%
|
|
|
5
|
International Assets Investment Management
Orlando,
Florida
|
$2.72M
|
+$1.31M
|
+60,193
|
New
|
|
|
6
|
|
$1.92M
|
+$1.79M
|
+82,194
|
New
|
|
|
7
|
Fairview Capital Investment Management
Greenbrae,
California
|
$1.53M
|
+$10.9K
|
+500
|
+0.8%
|
|
|
8
|
American Financial & Tax Strategies
New York
|
$1.13M
|
+$18.7K
|
+862
|
+2%
|
|
|
9
|
Jackson Creek Investment Advisors
Castle Rock,
Colorado
|
$465K
|
-$75K
|
-3,447
|
-15%
|
|
|
10
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$283K
|
+$263K
|
+12,105
|
New
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$276K
|
-$127K
|
-5,819
|
-33%
|
|
|
12
|
Strategic Financial Planning
Plano,
Texas
|
$263K
|
+$3.78K
|
+174
|
+2%
|
|
|
13
|
Creative Planning
Overland Park,
Kansas
|
$262K
|
-$1.68K
|
-77
|
-0.7%
|
|
|
14
|
Ariadne Wealth Management
Santa Barbara,
California
|
$217K
|
–
|
–
|
–
|
|
|
15
|
EP Wealth Advisors
Torrance,
California
|
$123K
|
+$114K
|
+5,255
|
New
|
|
|
16
|
Fidelity Investments
Boston,
Massachusetts
|
$93.1K
|
+$4.63K
|
+213
|
+6%
|
|
|
17
|
|
$91.7K
|
+$61.8K
|
+2,841
|
+263%
|
|
|
18
|
CoreCap Advisors
Southfield,
Michigan
|
$61.9K
|
+$57.5K
|
+2,646
|
New
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$34.6K
|
+$3.39K
|
+156
|
+12%
|
|
|
20
|
IFP Advisors
Tampa,
Florida
|
$31.6K
|
+$29.4K
|
+1,351
|
+135,100%
|
|
|
21
|
BOK Financial Private Wealth
Denver,
Colorado
|
$23.1K
|
–
|
–
|
–
|
|
|
22
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$22.3K
|
+$10.1K
|
+463
|
+94%
|
|
|
23
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$16.6K
|
+$15.3K
|
+702
|
+11,700%
|
|
|
24
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$16K
|
+$8.35K
|
+384
|
+135%
|
|
|
25
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$15.9K
|
–
|
–
|
–
|
|
