|
1
|
Charles Schwab
San Francisco,
California
|
$184M
|
-$8.17M
|
-245,992
|
-4%
|
|
|
2
|
|
$15.5M
|
-$1.37M
|
-41,263
|
-8%
|
|
|
3
|
Opes Wealth Management
Menlo Park,
California
|
$6.68M
|
-$137K
|
-4,135
|
-2%
|
|
|
4
|
HighTower Advisors
Chicago,
Illinois
|
$6.27M
|
-$108K
|
-3,265
|
-2%
|
|
|
5
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$4.55M
|
-$2.01M
|
-60,656
|
-31%
|
|
|
6
|
Droms Strauss Advisors
St. Louis,
Missouri
|
$3.69M
|
-$128K
|
-3,868
|
-3%
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$3.65M
|
+$3.62M
|
+108,947
|
New
|
|
|
8
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$3.64M
|
+$400K
|
+12,055
|
+12%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$3.15M
|
+$50.8K
|
+1,529
|
+2%
|
|
|
10
|
Robinswood Financial
Kirkland,
Washington
|
$3.09M
|
-$89.5K
|
-2,696
|
-3%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.06M
|
+$478K
|
+14,402
|
+19%
|
|
|
12
|
Flow Traders U.S.
New York
|
$1.9M
|
+$1.89M
|
+56,879
|
New
|
|
|
13
|
KWB Wealth
Redlands,
California
|
$1.78M
|
-$218K
|
-6,565
|
-10%
|
|
|
14
|
Wade Financial Advisory
Campbell,
California
|
$1.54M
|
-$60.6K
|
-1,824
|
-4%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.51M
|
+$310K
|
+9,346
|
+26%
|
|
|
16
|
Modern Wealth Management
Lenexa,
Kansas
|
$1.51M
|
+$1.49M
|
+44,988
|
New
|
|
|
17
|
|
$1.45M
|
+$211K
|
+6,348
|
+17%
|
|
|
18
|
Studio Investment Management
Chicago,
Illinois
|
$1.11M
|
-$23.8K
|
-716
|
-2%
|
|
|
19
|
Charles Schwab Trust
Henderson,
Nevada
|
$1.06M
|
-$13.4K
|
-403
|
-1%
|
|
|
20
|
|
$1.06M
|
+$442K
|
+13,305
|
+72%
|
|
|
21
|
Creative Planning
Overland Park,
Kansas
|
$1.04M
|
+$104K
|
+3,138
|
+11%
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$977K
|
-$40.6K
|
-1,222
|
-4%
|
|
|
23
|
L & S Advisors
Los Angeles,
California
|
$850K
|
+$32.6K
|
+983
|
+4%
|
|
|
24
|
CIBC World Market
Toronto,
Ontario, Canada
|
$815K
|
+$25K
|
+754
|
+3%
|
|
|
25
|
Klingman & Associates
New York
|
$794K
|
–
|
–
|
–
|
|
