|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$192M
|
-$9.75M
|
-304,790
|
-5%
|
|
|
2
|
Opes Wealth Management
Menlo Park,
California
|
$9.17M
|
-$80K
|
-2,499
|
-0.9%
|
|
|
3
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$8.25M
|
+$207K
|
+6,482
|
+3%
|
|
|
4
|
Citadel Advisors
Miami,
Florida
|
$5.05M
|
+$273K
|
+8,538
|
+6%
|
|
|
5
|
Systelligence LLC
Bloomington,
Minnesota
|
$4.9M
|
+$312K
|
+9,750
|
+7%
|
|
|
6
|
|
$4.64M
|
+$1.19M
|
+37,189
|
+38%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$4.59M
|
-$449K
|
-14,019
|
-10%
|
|
|
8
|
Droms Strauss Advisors
St. Louis,
Missouri
|
$3.64M
|
-$22.8K
|
-712
|
-0.7%
|
|
|
9
|
Charles Schwab Trust
Henderson,
Nevada
|
$2.97M
|
-$96
|
-3
|
-0%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$2.75M
|
+$1.24M
|
+38,772
|
+95%
|
|
|
11
|
Adams Chetwood Wealth Management
Durham,
North Carolina
|
$2.42M
|
+$49K
|
+1,532
|
+2%
|
|
|
12
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$2.33M
|
+$2.16M
|
+67,413
|
New
|
|
|
13
|
Bank of the West
Monterey Park,
California
|
$1.87M
|
-$362K
|
-11,329
|
-17%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.83M
|
-$76.5K
|
-2,390
|
-4%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.32M
|
+$402K
|
+12,565
|
+49%
|
|
|
16
|
|
$1.09M
|
-$961K
|
-30,025
|
-49%
|
|
|
17
|
|
$1.01M
|
+$60.3K
|
+1,885
|
+7%
|
|
|
18
|
KWB Wealth
Redlands,
California
|
$990K
|
+$916K
|
+28,637
|
New
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$961K
|
+$27.4K
|
+856
|
+3%
|
|
|
20
|
Certuity
North Palm Beach,
Florida
|
$849K
|
–
|
–
|
–
|
|
|
21
|
Klingman & Associates
New York
|
$839K
|
–
|
–
|
–
|
|
|
22
|
Wade Financial Advisory
Campbell,
California
|
$808K
|
–
|
–
|
–
|
|
|
23
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$793K
|
-$1.02K
|
-32
|
-0.1%
|
|
|
24
|
CIBC World Market
Toronto,
Ontario, Canada
|
$766K
|
-$8.61K
|
-269
|
-1%
|
|
|
25
|
Colonial River Investments
Midlothian,
Virginia
|
$691K
|
+$605K
|
+18,918
|
New
|
|
