|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$178M
|
+$87.2M
|
+3,047,547
|
+65%
|
|
|
2
|
Citadel Advisors
Miami,
Florida
|
$6.11M
|
+$5.05M
|
+176,291
|
+199%
|
|
|
3
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$4.85M
|
+$3.09K
|
+108
|
+0.1%
|
|
|
4
|
Droms Strauss Advisors
St. Louis,
Missouri
|
$3.71M
|
+$1.91M
|
+66,640
|
+71%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$3.49M
|
-$165K
|
-5,749
|
-4%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$3.17M
|
+$226K
|
+7,910
|
+6%
|
|
|
7
|
Bank of the West
Monterey Park,
California
|
$2.66M
|
+$84K
|
+2,933
|
+3%
|
|
|
8
|
Charles Schwab Trust
Henderson,
Nevada
|
$2.63M
|
+$1.59M
|
+55,424
|
+95%
|
|
|
9
|
|
$2.33M
|
+$358K
|
+12,491
|
+14%
|
|
|
10
|
Systelligence LLC
Bloomington,
Minnesota
|
$1.81M
|
+$2.24M
|
+78,224
|
New
|
|
|
11
|
GFG Capital
Miami,
Florida
|
$1.33M
|
-$434K
|
-15,148
|
-21%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.32M
|
+$5.61K
|
+196
|
+0.3%
|
|
|
13
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$1.1M
|
-$1.27M
|
-44,241
|
-48%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$997K
|
+$663K
|
+23,165
|
+116%
|
|
|
15
|
Wade Financial Advisory
Campbell,
California
|
$855K
|
+$844K
|
+29,478
|
+390%
|
|
|
16
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$778K
|
+$15.6K
|
+546
|
+2%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$777K
|
-$261K
|
-9,122
|
-21%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$760K
|
-$245K
|
-8,562
|
-21%
|
|
|
19
|
|
$594K
|
-$214K
|
-7,468
|
-23%
|
|
|
20
|
|
$587K
|
-$831K
|
-29,022
|
-53%
|
|
|
21
|
Klingman & Associates
New York
|
$582K
|
-$31.6K
|
-1,105
|
-4%
|
|
|
22
|
Capital One Financial
Mclean,
Virginia
|
$575K
|
+$713K
|
+24,896
|
New
|
|
|
23
|
Certuity
North Palm Beach,
Florida
|
$567K
|
–
|
–
|
–
|
|
|
24
|
CIBC World Market
Toronto,
Ontario, Canada
|
$514K
|
-$120K
|
-4,177
|
-16%
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$490K
|
-$86.6K
|
-3,027
|
-12%
|
|
