|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$368M
|
-$686K
|
-32,729
|
-0.2%
|
|
|
2
|
Charles Schwab Trust
Henderson,
Nevada
|
$7.94M
|
+$163K
|
+7,778
|
+2%
|
|
|
3
|
|
$6.04M
|
+$108K
|
+5,139
|
+2%
|
|
|
4
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$4.31M
|
-$185K
|
-8,850
|
-4%
|
|
|
5
|
Brightworth
Atlanta,
Georgia
|
$3.91M
|
+$1.28M
|
+60,888
|
+46%
|
|
|
6
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$2.91M
|
+$225K
|
+10,760
|
+8%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$2.9M
|
+$148K
|
+7,060
|
+5%
|
|
|
8
|
Valmark Advisers
Akron,
Ohio
|
$2.7M
|
+$73.9K
|
+3,528
|
+3%
|
|
|
9
|
SWS Partners
Columbus,
Ohio
|
$2.45M
|
+$2.52M
|
+120,481
|
New
|
|
|
10
|
Rockefeller Capital Management
New York
|
$1.84M
|
+$189K
|
+9,046
|
+11%
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$1.07M
|
-$844K
|
-40,285
|
-43%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$692K
|
+$48.9K
|
+2,332
|
+7%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$535K
|
+$551K
|
+26,300
|
New
|
|
|
14
|
SeaCrest Wealth Management
Purchase,
New York
|
$512K
|
-$50K
|
-2,389
|
-9%
|
|
|
15
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$509K
|
–
|
–
|
–
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$507K
|
+$201K
|
+9,597
|
+63%
|
|
|
17
|
|
$428K
|
+$167K
|
+7,979
|
+61%
|
|
|
18
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$377K
|
+$386K
|
+18,448
|
New
|
|
|
19
|
Teamwork Financial Advisors
San Antonio,
Texas
|
$314K
|
+$22.8K
|
+1,087
|
+8%
|
|
|
20
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$264K
|
-$22.3K
|
-1,065
|
-8%
|
|
|
21
|
Intrua Financial
Houston,
Texas
|
$250K
|
-$312K
|
-14,907
|
-57%
|
|
|
22
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$219K
|
–
|
–
|
–
|
|
|
23
|
Allworth Financial
Folsom,
California
|
$168K
|
+$6.22K
|
+297
|
+4%
|
|
|
24
|
Howe & Rusling
Rochester,
New York
|
$42K
|
+$43.4K
|
+2,073
|
New
|
|
|
25
|
Advisory Services Network
Atlanta,
Georgia
|
$37K
|
+$37.8K
|
+1,805
|
New
|
|
