|
1
|
Charles Schwab
San Francisco,
California
|
$822M
|
+$21.5M
|
+925,678
|
+3%
|
|
|
2
|
Aire Advisors
Beverly Hills,
California
|
$7.06M
|
+$15.4K
|
+664
|
+0.2%
|
|
|
3
|
Corient Private Wealth
Miami,
Florida
|
$3.52M
|
-$248K
|
-10,703
|
-7%
|
|
|
4
|
Fairview Capital Investment Management
Greenbrae,
California
|
$2.07M
|
-$1.74K
|
-75
|
-0.1%
|
|
|
5
|
American Financial & Tax Strategies
New York
|
$1.06M
|
-$8.98K
|
-387
|
-0.9%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.06M
|
+$317K
|
+13,654
|
+44%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$608K
|
+$112K
|
+4,842
|
+23%
|
|
|
8
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$417K
|
+$411K
|
+17,718
|
New
|
|
|
9
|
|
$378K
|
+$373K
|
+16,067
|
New
|
|
|
10
|
Creative Planning
Overland Park,
Kansas
|
$300K
|
+$28.5K
|
+1,229
|
+11%
|
|
|
11
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$284K
|
-$23
|
-1
|
-0%
|
|
|
12
|
Strategic Financial Planning
Plano,
Texas
|
$263K
|
–
|
–
|
–
|
|
|
13
|
LPL Financial
San Diego,
California
|
$251K
|
+$23.6K
|
+1,017
|
+11%
|
|
|
14
|
Ariadne Wealth Management
Santa Barbara,
California
|
$234K
|
–
|
–
|
–
|
|
|
15
|
Mariner
Overland Park,
Kansas
|
$219K
|
+$216K
|
+9,305
|
New
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$214K
|
-$9.38K
|
-404
|
-4%
|
|
|
17
|
|
$58.3K
|
+$18.4K
|
+793
|
+47%
|
|
|
18
|
Fidelity Investments
Boston,
Massachusetts
|
$49K
|
+$10K
|
+431
|
+26%
|
|
|
19
|
AlphaCore Capital
La Jolla,
California
|
$39.8K
|
+$34.5K
|
+1,485
|
+717%
|
|
|
20
|
Larson Financial Group
St Louis,
Missouri
|
$35K
|
+$6.1K
|
+263
|
+21%
|
|
|
21
|
Root Financial Partners
Encinitas,
California
|
$27.8K
|
+$27.4K
|
+1,181
|
New
|
|
|
22
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$27.3K
|
+$2.46K
|
+106
|
+10%
|
|
|
23
|
Palisade Asset Management
Minneapolis,
Minnesota
|
$27K
|
+$26.6K
|
+1,145
|
New
|
|
|
24
|
CoreCap Advisors
Southfield,
Michigan
|
$26.8K
|
-$22.6K
|
-972
|
-46%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$25.6K
|
-$619K
|
-26,680
|
-96%
|
|
