|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$174M
|
-$9.87M
|
-338,220
|
-5%
|
|
|
2
|
Opes Wealth Management
Menlo Park,
California
|
$7.96M
|
-$300K
|
-10,297
|
-4%
|
|
|
3
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$6.9M
|
+$217K
|
+7,422
|
+3%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$4.36M
|
-$335K
|
-11,482
|
-7%
|
|
|
5
|
Citadel Advisors
Miami,
Florida
|
$4.1M
|
-$24.1M
|
-824,572
|
-86%
|
|
|
6
|
Systelligence LLC
Bloomington,
Minnesota
|
$3.92M
|
-$4.99M
|
-171,129
|
-56%
|
|
|
7
|
Droms Strauss Advisors
St. Louis,
Missouri
|
$3.15M
|
-$100K
|
-3,430
|
-3%
|
|
|
8
|
|
$2.89M
|
-$408
|
-14
|
-0%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.68M
|
+$2.63M
|
+90,162
|
New
|
|
|
10
|
Charles Schwab Trust
Henderson,
Nevada
|
$2.55M
|
-$105K
|
-3,603
|
-4%
|
|
|
11
|
Adams Chetwood Wealth Management
Durham,
North Carolina
|
$2.04M
|
-$17.9K
|
-615
|
-0.9%
|
|
|
12
|
Bank of the West
Monterey Park,
California
|
$1.95M
|
-$285K
|
-9,763
|
-13%
|
|
|
13
|
|
$1.83M
|
+$366K
|
+12,529
|
+25%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.64M
|
-$4.99K
|
-171
|
-0.3%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$1.21M
|
+$92.2K
|
+3,160
|
+8%
|
|
|
16
|
|
$809K
|
+$23.1K
|
+792
|
+3%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$802K
|
-$11.4K
|
-391
|
-1%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$766K
|
-$4.85M
|
-166,355
|
-87%
|
|
|
19
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$744K
|
-$44.1K
|
-1,511
|
-6%
|
|
|
20
|
Certuity
North Palm Beach,
Florida
|
$730K
|
–
|
–
|
–
|
|
|
21
|
Klingman & Associates
New York
|
$722K
|
–
|
–
|
–
|
|
|
22
|
Wade Financial Advisory
Campbell,
California
|
$696K
|
-$875
|
-30
|
-0.1%
|
|
|
23
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$684K
|
+$671K
|
+23,005
|
New
|
|
|
24
|
CIBC World Market
Toronto,
Ontario, Canada
|
$667K
|
+$6.83K
|
+234
|
+1%
|
|
|
25
|
Smith, Moore & Co
Clayton,
Missouri
|
$548K
|
–
|
–
|
–
|
|
