|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$353M
|
+$34.9M
|
+1,472,210
|
+11%
|
|
|
2
|
Charles Schwab Trust
Henderson,
Nevada
|
$6.27M
|
+$136K
|
+5,730
|
+2%
|
|
|
3
|
Peak Capital Management
Greenwood Village,
Colorado
|
$5.3M
|
-$474K
|
-19,966
|
-9%
|
|
|
4
|
|
$4.96M
|
+$4.38M
|
+184,482
|
+1,126%
|
|
|
5
|
Valmark Advisers
Akron,
Ohio
|
$3.1M
|
-$78.9K
|
-3,329
|
-3%
|
|
|
6
|
Stifel Financial
St. Louis,
Missouri
|
$2.17M
|
+$40.4K
|
+1,703
|
+2%
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.18M
|
+$1.14M
|
+47,917
|
New
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.03M
|
+$736K
|
+31,015
|
+293%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$827K
|
+$230K
|
+9,719
|
+41%
|
|
|
10
|
SeaCrest Wealth Management
Purchase,
New York
|
$689K
|
-$61.9K
|
-2,609
|
-9%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$685K
|
+$659K
|
+27,772
|
New
|
|
|
12
|
Teamwork Financial Advisors
San Antonio,
Texas
|
$593K
|
+$570K
|
+24,044
|
New
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$325K
|
+$312K
|
+13,154
|
New
|
|
|
14
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$289K
|
-$1.82M
|
-76,569
|
-87%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$154K
|
-$920K
|
-38,792
|
-86%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$129K
|
+$44K
|
+1,857
|
+55%
|
|
|
17
|
Allworth Financial
Folsom,
California
|
$128K
|
+$123K
|
+5,204
|
New
|
|
|
18
|
Advisor Group
Phoenix,
Arizona
|
$15K
|
+$14.2K
|
+600
|
New
|
|
|
19
|
Steward Partners Investment Advisory
New York
|
$3K
|
–
|
–
|
–
|
|
|
20
|
Carroll Financial Associates
Charlotte,
North Carolina
|
–
|
-$11K
|
-500
|
Closed
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
–
|
-$47
|
-2
|
Closed
|
|
|
22
|
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
|
–
|
+$142
|
+6
|
New
|
|
