|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$369M
|
+$27.8M
|
+1,417,114
|
+8%
|
|
|
2
|
Charles Schwab Trust
Henderson,
Nevada
|
$7.79M
|
+$3.68M
|
+187,898
|
+97%
|
|
|
3
|
|
$5.94M
|
+$291K
|
+14,865
|
+5%
|
|
|
4
|
Systelligence LLC
Bloomington,
Minnesota
|
$5.63M
|
+$3.43M
|
+175,228
|
+173%
|
|
|
5
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$4.49M
|
+$4.32M
|
+220,380
|
New
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$2.76M
|
+$1.63M
|
+83,356
|
+160%
|
|
|
7
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$2.69M
|
+$138K
|
+7,037
|
+6%
|
|
|
8
|
Brightworth
Atlanta,
Georgia
|
$2.67M
|
+$1.66M
|
+84,951
|
+183%
|
|
|
9
|
Valmark Advisers
Akron,
Ohio
|
$2.63M
|
+$97.7K
|
+4,989
|
+4%
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$1.89M
|
+$1.82M
|
+92,731
|
New
|
|
|
11
|
Rockefeller Capital Management
New York
|
$1.66M
|
+$1.6M
|
+81,487
|
New
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$645K
|
+$186K
|
+9,496
|
+43%
|
|
|
13
|
SeaCrest Wealth Management
Purchase,
New York
|
$561K
|
+$52.6K
|
+2,686
|
+11%
|
|
|
14
|
Intrua Financial
Houston,
Texas
|
$559K
|
+$511K
|
+26,112
|
New
|
|
|
15
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$509K
|
+$490K
|
+25,000
|
New
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$312K
|
-$1.15M
|
-58,492
|
-79%
|
|
|
17
|
Teamwork Financial Advisors
San Antonio,
Texas
|
$292K
|
-$80.5K
|
-4,111
|
-22%
|
|
|
18
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$286K
|
+$6.36K
|
+325
|
+2%
|
|
|
19
|
|
$266K
|
-$16.6K
|
-848
|
-6%
|
|
|
20
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$219K
|
+$211K
|
+10,762
|
New
|
|
|
21
|
Raymond James & Associates
St Petersburg,
Florida
|
$215K
|
-$280K
|
-14,313
|
-58%
|
|
|
22
|
Allworth Financial
Folsom,
California
|
$162K
|
–
|
–
|
–
|
|
|
23
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$20K
|
+$15.5K
|
+790
|
+382%
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$15K
|
-$19.6K
|
-1,000
|
-58%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$12K
|
–
|
–
|
–
|
|
