|
1
|
Charles Schwab
San Francisco,
California
|
$676M
|
+$13M
|
+642,453
|
+2%
|
|
|
2
|
Aire Advisors
Beverly Hills,
California
|
$5.97M
|
+$248K
|
+12,278
|
+4%
|
|
|
3
|
Corient Private Wealth
Miami,
Florida
|
$3.32M
|
+$3.3M
|
+163,366
|
New
|
|
|
4
|
Fairview Capital Investment Management
Greenbrae,
California
|
$1.78M
|
+$295K
|
+14,600
|
+20%
|
|
|
5
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.3M
|
+$1.29M
|
+64,017
|
New
|
|
|
6
|
American Financial & Tax Strategies
New York
|
$932K
|
-$49.5K
|
-2,453
|
-5%
|
|
|
7
|
|
$750K
|
-$85.9K
|
-4,259
|
-10%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$661K
|
-$12.8M
|
-635,078
|
-95%
|
|
|
9
|
Jackson Creek Investment Advisors
Castle Rock,
Colorado
|
$384K
|
+$14.4K
|
+712
|
+4%
|
|
|
10
|
Creative Planning
Overland Park,
Kansas
|
$314K
|
+$75K
|
+3,719
|
+32%
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$289K
|
+$287K
|
+14,245
|
New
|
|
|
12
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$249K
|
+$121
|
+6
|
+0%
|
|
|
13
|
Strategic Financial Planning
Plano,
Texas
|
$227K
|
–
|
–
|
–
|
|
|
14
|
Ariadne Wealth Management
Santa Barbara,
California
|
$219K
|
–
|
–
|
–
|
|
|
15
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$134K
|
+$133K
|
+6,576
|
New
|
|
|
16
|
|
$101K
|
+$95.8K
|
+4,747
|
+2,362%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$91.7K
|
+$3.47K
|
+172
|
+4%
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$53K
|
+$44.1K
|
+2,186
|
+520%
|
|
|
19
|
|
$44K
|
-$161
|
-8
|
-0.4%
|
|
|
20
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$39.7K
|
+$41.9K
|
+2,076
|
+10,380%
|
|
|
21
|
Fidelity Investments
Boston,
Massachusetts
|
$34.5K
|
-$32.2K
|
-1,594
|
-48%
|
|
|
22
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$26K
|
+$20K
|
+990
|
+340%
|
|
|
23
|
CoreCap Advisors
Southfield,
Michigan
|
$21.2K
|
-$43.9K
|
-2,173
|
-68%
|
|
|
24
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$20.7K
|
–
|
–
|
–
|
|
|
25
|
Fairway Wealth
Independence,
Ohio
|
$15.7K
|
+$15.6K
|
+771
|
New
|
|
