|
1
|
Charles Schwab
San Francisco,
California
|
$1.28B
|
+$214M
|
+8,364,042
|
+20%
|
|
|
2
|
Breakwater Investment Management
Seattle,
Washington
|
$7.98M
|
+$1.81M
|
+70,862
|
+29%
|
|
|
3
|
Citadel Advisors
Miami,
Florida
|
$3.81M
|
-$1.03M
|
-40,399
|
-21%
|
|
|
4
|
ATX Financial Planning
Austin,
Texas
|
$1.97M
|
+$385K
|
+15,051
|
+24%
|
|
|
5
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.23M
|
+$963K
|
+37,658
|
+357%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$518K
|
+$94K
|
+3,677
|
+22%
|
|
|
7
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$475K
|
-$739K
|
-28,905
|
-61%
|
|
|
8
|
|
$441K
|
+$441K
|
+17,244
|
New
|
|
|
9
|
|
$340K
|
+$340K
|
+13,295
|
New
|
|
|
10
|
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
|
$333K
|
-$397K
|
-15,525
|
-54%
|
|
|
11
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$301K
|
+$301K
|
+11,757
|
New
|
|
|
12
|
EP Wealth Advisors
Torrance,
California
|
$173K
|
+$173K
|
+6,779
|
New
|
|
|
13
|
Larson Financial Group
St Louis,
Missouri
|
$82.9K
|
+$39.7K
|
+1,551
|
+92%
|
|
|
14
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$75.2K
|
+$75.1K
|
+2,939
|
New
|
|
|
15
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$65.5K
|
-$10.7K
|
-420
|
-14%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$60.3K
|
–
|
–
|
–
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$44.3K
|
+$6.37K
|
+249
|
+17%
|
|
|
18
|
|
$40.1K
|
+$11.8K
|
+462
|
+42%
|
|
|
19
|
Vision Retirement
Ridgewood,
New Jersey
|
$22.8K
|
–
|
–
|
–
|
|
|
20
|
Rossby Financial
Melbourne,
Florida
|
$10.6K
|
+$10.6K
|
+414
|
New
|
|
|
21
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$10.2K
|
+$10.2K
|
+400
|
New
|
|
|
22
|
CoreCap Advisors
Southfield,
Michigan
|
$2.57K
|
+$2.56K
|
+100
|
New
|
|
|
23
|
AssetMark Inc
Concord,
California
|
$1.2K
|
-$3.02K
|
-118
|
-72%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$691
|
+$690
|
+27
|
New
|
|
|
25
|
Aire Advisors
Beverly Hills,
California
|
–
|
-$302K
|
-11,725
|
Closed
|
|
