|
1
|
Charles Schwab
San Francisco,
California
|
$645M
|
+$29.7M
|
+1,382,289
|
+4%
|
|
|
2
|
Osaic Holdings
Scottsdale,
Arizona
|
$13.2M
|
+$1.66M
|
+77,253
|
+13%
|
|
|
3
|
Aire Advisors
Beverly Hills,
California
|
$5.57M
|
+$420K
|
+19,559
|
+7%
|
|
|
4
|
Fairview Capital Investment Management
Greenbrae,
California
|
$1.45M
|
+$164K
|
+7,650
|
+12%
|
|
|
5
|
American Financial & Tax Strategies
New York
|
$957K
|
+$4.57K
|
+213
|
+0.4%
|
|
|
6
|
|
$815K
|
-$880K
|
-41,024
|
-50%
|
|
|
7
|
|
$498K
|
+$540K
|
+25,178
|
New
|
|
|
8
|
Old Mission Capital
Chicago,
Illinois
|
$478K
|
+$519K
|
+24,178
|
New
|
|
|
9
|
Jackson Creek Investment Advisors
Castle Rock,
Colorado
|
$360K
|
-$36.4K
|
-1,694
|
-9%
|
|
|
10
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$242K
|
+$2.58K
|
+120
|
+1%
|
|
|
11
|
Creative Planning
Overland Park,
Kansas
|
$232K
|
+$11.2K
|
+523
|
+5%
|
|
|
12
|
Strategic Financial Planning
Plano,
Texas
|
$221K
|
-$1.48K
|
-69
|
-0.6%
|
|
|
13
|
Ariadne Wealth Management
Santa Barbara,
California
|
$203K
|
–
|
–
|
–
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$85.9K
|
+$82.8K
|
+3,857
|
+800%
|
|
|
15
|
Fidelity Investments
Boston,
Massachusetts
|
$65.2K
|
-$14.7K
|
-686
|
-17%
|
|
|
16
|
CoreCap Advisors
Southfield,
Michigan
|
$63.6K
|
+$12.2K
|
+570
|
+22%
|
|
|
17
|
|
$43K
|
-$37.5K
|
-1,749
|
-45%
|
|
|
18
|
Larson Financial Group
St Louis,
Missouri
|
$27.1K
|
+$16.2K
|
+754
|
+122%
|
|
|
19
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$20.1K
|
+$21.8K
|
+1,017
|
New
|
|
|
20
|
BOK Financial Private Wealth
Denver,
Colorado
|
$19.5K
|
–
|
–
|
–
|
|
|
21
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$14.4K
|
+$472
|
+22
|
+3%
|
|
|
22
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$13.5K
|
–
|
–
|
–
|
|
|
23
|
US Bancorp
Minneapolis,
Minnesota
|
$12.8K
|
+$1.57K
|
+73
|
+13%
|
|
|
24
|
AE Wealth Management
Topeka,
Kansas
|
$10.5K
|
+$11.4K
|
+532
|
New
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
$8.31K
|
-$22.7K
|
-1,060
|
-72%
|
|
