|
1
|
Charles Schwab
San Francisco,
California
|
$1.08B
|
+$101M
|
+3,919,863
|
+10%
|
|
|
2
|
Breakwater Investment Management
Seattle,
Washington
|
$6.2M
|
+$1.07M
|
+41,320
|
+21%
|
|
|
3
|
Citadel Advisors
Miami,
Florida
|
$4.87M
|
+$3.8M
|
+147,050
|
+349%
|
|
|
4
|
ATX Financial Planning
Austin,
Texas
|
$1.59M
|
+$1.6M
|
+61,980
|
New
|
|
|
5
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$1.22M
|
+$1.24K
|
+48
|
+0.1%
|
|
|
6
|
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
|
$734K
|
+$336K
|
+13,000
|
+84%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$426K
|
+$193K
|
+7,469
|
+82%
|
|
|
8
|
Virginia Estate & Retirement Planning Advisors
Glen Allen,
Virginia
|
$401K
|
–
|
–
|
–
|
|
|
9
|
Aire Advisors
Beverly Hills,
California
|
$302K
|
+$303K
|
+11,725
|
New
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$271K
|
+$273K
|
+10,536
|
New
|
|
|
11
|
Mercer Global Advisors
Denver,
Colorado
|
$261K
|
+$262K
|
+10,132
|
New
|
|
|
12
|
Creative Planning
Overland Park,
Kansas
|
$229K
|
+$231K
|
+8,921
|
New
|
|
|
13
|
RFG Advisory
Birmingham,
Alabama
|
$203K
|
+$204K
|
+7,893
|
New
|
|
|
14
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$76.6K
|
+$77K
|
+2,978
|
New
|
|
|
15
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$69.5K
|
+$69.9K
|
+2,702
|
New
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$60.6K
|
+$61K
|
+2,356
|
New
|
|
|
17
|
Larson Financial Group
St Louis,
Missouri
|
$43.4K
|
+$6.21K
|
+240
|
+17%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$38.1K
|
+$38.4K
|
+1,483
|
New
|
|
|
19
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$31.9K
|
+$17.3K
|
+667
|
+116%
|
|
|
20
|
|
$28.4K
|
+$21.3K
|
+825
|
+295%
|
|
|
21
|
Vision Retirement
Ridgewood,
New Jersey
|
$22.9K
|
+$23K
|
+890
|
New
|
|
|
22
|
AE Wealth Management
Topeka,
Kansas
|
$10.3K
|
+$10.3K
|
+400
|
New
|
|
|
23
|
AssetMark Inc
Concord,
California
|
$4.24K
|
–
|
–
|
–
|
|
|
24
|
BNP Paribas Financial Markets
Paris,
France
|
$129
|
–
|
–
|
–
|
|
|
25
|
Flow Traders U.S.
New York
|
–
|
-$1.19M
|
-45,886
|
Closed
|
|
