|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$292M
|
+$48.5M
|
+2,161,492
|
+20%
|
|
|
2
|
Charles Schwab Trust
Henderson,
Nevada
|
$5.59M
|
+$5.57M
|
+248,172
|
New
|
|
|
3
|
Peak Capital Management
Greenwood Village,
Colorado
|
$5.33M
|
+$13.8K
|
+613
|
+0.3%
|
|
|
4
|
SWS Partners
Columbus,
Ohio
|
$3.08M
|
+$467K
|
+20,817
|
+19%
|
|
|
5
|
Valmark Advisers
Akron,
Ohio
|
$2.93M
|
+$2.9M
|
+129,034
|
New
|
|
|
6
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$2M
|
+$1.98M
|
+88,284
|
New
|
|
|
7
|
Stifel Financial
St. Louis,
Missouri
|
$1.96M
|
+$1.94M
|
+86,385
|
New
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.02M
|
+$194K
|
+8,667
|
+24%
|
|
|
9
|
SeaCrest Wealth Management
Purchase,
New York
|
$694K
|
+$70.6K
|
+3,147
|
+11%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$540K
|
+$215K
|
+9,596
|
+68%
|
|
|
11
|
|
$372K
|
+$359K
|
+15,988
|
+3,977%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$240K
|
-$76.4K
|
-3,406
|
-24%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$76K
|
+$14.1K
|
+628
|
+23%
|
|
|
14
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$11K
|
–
|
–
|
–
|
|
|
15
|
Steward Partners Investment Advisory
New York
|
$2K
|
+$2.76K
|
+123
|
New
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
–
|
-$1.08M
|
-47,315
|
Closed
|
|
|
17
|
AE Wealth Management
Topeka,
Kansas
|
–
|
-$380K
|
-16,575
|
Closed
|
|
|
18
|
|
–
|
-$331K
|
-14,419
|
Closed
|
|
|
19
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
-$22
|
-1
|
-50%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
–
|
+$22
|
+1
|
+100%
|
|
