|
1
|
Charles Schwab
San Francisco,
California
|
$839M
|
+$29.2M
|
+1,250,176
|
+4%
|
|
|
2
|
Aire Advisors
Beverly Hills,
California
|
$7.2M
|
+$248K
|
+10,624
|
+4%
|
|
|
3
|
Corient Private Wealth
Miami,
Florida
|
$3.48M
|
+$10.9K
|
+467
|
+0.3%
|
|
|
4
|
|
$2.68M
|
+$2.32M
|
+99,247
|
+618%
|
|
|
5
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$2.6M
|
+$2.62M
|
+112,080
|
New
|
|
|
6
|
Fairview Capital Investment Management
Greenbrae,
California
|
$2.05M
|
+$7.44K
|
+318
|
+0.4%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.08M
|
+$486K
|
+20,774
|
+80%
|
|
|
8
|
American Financial & Tax Strategies
New York
|
$1.04M
|
-$3.3K
|
-141
|
-0.3%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$738K
|
+$495K
|
+21,159
|
+199%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$714K
|
-$329K
|
-14,079
|
-31%
|
|
|
11
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$587K
|
+$177K
|
+7,564
|
+43%
|
|
|
12
|
|
$515K
|
+$519K
|
+22,192
|
New
|
|
|
13
|
Creative Planning
Overland Park,
Kansas
|
$321K
|
+$25K
|
+1,069
|
+8%
|
|
|
14
|
Mariner
Overland Park,
Kansas
|
$292K
|
+$76.2K
|
+3,258
|
+35%
|
|
|
15
|
Old Mission Capital
Chicago,
Illinois
|
$287K
|
+$289K
|
+12,359
|
New
|
|
|
16
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$281K
|
+$702
|
+30
|
+0.2%
|
|
|
17
|
Citadel Advisors
Miami,
Florida
|
$277K
|
+$279K
|
+11,927
|
New
|
|
|
18
|
Strategic Financial Planning
Plano,
Texas
|
$259K
|
-$23
|
-1
|
-0%
|
|
|
19
|
Ariadne Wealth Management
Santa Barbara,
California
|
$255K
|
–
|
–
|
–
|
|
|
20
|
Quantinno Capital Management
New York
|
$241K
|
+$243K
|
+10,403
|
New
|
|
|
21
|
Brooklyn Investment Group
Brooklyn,
New York
|
$237K
|
+$238K
|
+10,191
|
New
|
|
|
22
|
Focus Partners Wealth
Boston,
Massachusetts
|
$219K
|
+$221K
|
+9,446
|
New
|
|
|
23
|
Fidelity Investments
Boston,
Massachusetts
|
$97.2K
|
+$49.3K
|
+2,107
|
+101%
|
|
|
24
|
|
$68.7K
|
+$11.3K
|
+482
|
+19%
|
|
|
25
|
Root Financial Partners
Encinitas,
California
|
$53.7K
|
+$26.5K
|
+1,133
|
+96%
|
|
