|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$308M
|
+$53.1M
|
+2,385,703
|
+17%
|
|
|
2
|
|
$5.09M
|
+$1.68M
|
+75,568
|
+38%
|
|
|
3
|
Charles Schwab Trust
Henderson,
Nevada
|
$3.58M
|
-$1.33M
|
-59,578
|
-23%
|
|
|
4
|
Peak Capital Management
Greenwood Village,
Colorado
|
$3.58M
|
-$463K
|
-20,795
|
-10%
|
|
|
5
|
SWS Partners
Columbus,
Ohio
|
$2.31M
|
+$2.79M
|
+125,452
|
New
|
|
|
6
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$2.31M
|
+$2.78M
|
+125,070
|
New
|
|
|
7
|
Valmark Advisers
Akron,
Ohio
|
$2.29M
|
-$36.5K
|
-1,642
|
-1%
|
|
|
8
|
Systelligence LLC
Bloomington,
Minnesota
|
$1.86M
|
+$2.25M
|
+101,184
|
New
|
|
|
9
|
Stifel Financial
St. Louis,
Missouri
|
$1.66M
|
+$47.3K
|
+2,128
|
+2%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.36M
|
+$576K
|
+25,904
|
+54%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$958K
|
+$411K
|
+18,478
|
+55%
|
|
|
12
|
Brightworth
Atlanta,
Georgia
|
$853K
|
+$1.03M
|
+46,307
|
New
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$671K
|
-$116K
|
-5,199
|
-12%
|
|
|
14
|
SeaCrest Wealth Management
Purchase,
New York
|
$458K
|
-$68.4K
|
-3,075
|
-11%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$458K
|
+$553K
|
+24,846
|
New
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$409K
|
+$354K
|
+15,930
|
+255%
|
|
|
17
|
Teamwork Financial Advisors
San Antonio,
Texas
|
$340K
|
-$125K
|
-5,598
|
-23%
|
|
|
18
|
|
$256K
|
+$309K
|
+13,908
|
New
|
|
|
19
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$253K
|
+$305K
|
+13,707
|
New
|
|
|
20
|
Allworth Financial
Folsom,
California
|
$147K
|
+$61.3K
|
+2,754
|
+53%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$61K
|
+$73.5K
|
+3,303
|
New
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
$32K
|
-$77.8K
|
-3,495
|
-67%
|
|
|
23
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$31K
|
+$37.5K
|
+1,686
|
New
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$11K
|
+$13.3K
|
+600
|
New
|
|
|
25
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$4K
|
+$4.61K
|
+207
|
New
|
|
