|
1
|
Charles Schwab
San Francisco,
California
|
$777M
|
+$15.3M
|
+703,293
|
+2%
|
|
|
2
|
Aire Advisors
Beverly Hills,
California
|
$6.84M
|
+$115K
|
+5,319
|
+2%
|
|
|
3
|
Corient Private Wealth
Miami,
Florida
|
$3.66M
|
-$71.9K
|
-3,315
|
-2%
|
|
|
4
|
Fairview Capital Investment Management
Greenbrae,
California
|
$2.01M
|
+$7.05K
|
+325
|
+0.4%
|
|
|
5
|
American Financial & Tax Strategies
New York
|
$1.04M
|
-$12.7K
|
-585
|
-1%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$714K
|
-$712K
|
-32,817
|
-51%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$635K
|
+$505K
|
+23,256
|
+516%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$480K
|
-$251K
|
-11,562
|
-36%
|
|
|
9
|
Jackson Creek Investment Advisors
Castle Rock,
Colorado
|
$416K
|
-$15.8K
|
-729
|
-4%
|
|
|
10
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$276K
|
-$3.54K
|
-163
|
-1%
|
|
|
11
|
Creative Planning
Overland Park,
Kansas
|
$264K
|
-$85.1K
|
-3,921
|
-25%
|
|
|
12
|
Strategic Financial Planning
Plano,
Texas
|
$256K
|
+$43
|
+2
|
+0%
|
|
|
13
|
Ariadne Wealth Management
Santa Barbara,
California
|
$234K
|
–
|
–
|
–
|
|
|
14
|
LPL Financial
San Diego,
California
|
$220K
|
+$209K
|
+9,624
|
New
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$217K
|
+$149K
|
+6,880
|
+264%
|
|
|
16
|
CoreCap Advisors
Southfield,
Michigan
|
$48.3K
|
+$23.2K
|
+1,069
|
+102%
|
|
|
17
|
Raymond James Financial
St Petersburg,
Florida
|
$39.7K
|
+$37.7K
|
+1,736
|
New
|
|
|
18
|
|
$38.5K
|
-$10.5K
|
-482
|
-22%
|
|
|
19
|
Fidelity Investments
Boston,
Massachusetts
|
$37.7K
|
-$1.08K
|
-50
|
-3%
|
|
|
20
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$31.4K
|
+$1.97K
|
+91
|
+7%
|
|
|
21
|
Larson Financial Group
St Louis,
Missouri
|
$28K
|
+$20.6K
|
+950
|
+347%
|
|
|
22
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$24.1K
|
+$824
|
+38
|
+4%
|
|
|
23
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$15.6K
|
–
|
–
|
–
|
|
|
24
|
Hoey Investments
Coatesville,
Pennsylvania
|
$12.6K
|
+$11.9K
|
+550
|
New
|
|
|
25
|
Parallel Advisors
San Francisco,
California
|
$9.75K
|
+$2.97K
|
+137
|
+47%
|
|
