|
1
|
Charles Schwab
San Francisco,
California
|
$228M
|
+$43.3M
|
+1,673,836
|
+23%
|
|
|
2
|
|
$15.1M
|
+$14.2M
|
+548,426
|
+1,482%
|
|
|
3
|
Charles Schwab Trust
Henderson,
Nevada
|
$10.7M
|
+$2.05M
|
+79,008
|
+23%
|
|
|
4
|
WestHill Financial Advisors
San Rafael,
California
|
$9.94M
|
+$397K
|
+15,330
|
+4%
|
|
|
5
|
Copperleaf Capital
Raleigh,
North Carolina
|
$3.18M
|
+$643K
|
+24,826
|
+25%
|
|
|
6
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$3.13M
|
+$1.41M
|
+54,594
|
+82%
|
|
|
7
|
Van Strum & Towne
San Francisco,
California
|
$1.16M
|
-$31.1K
|
-1,200
|
-3%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.13M
|
+$313K
|
+12,088
|
+38%
|
|
|
9
|
Midwest Heritage Bank
West Des Moines,
Iowa
|
$851K
|
+$853K
|
+32,938
|
New
|
|
|
10
|
FLC Capital Advisors
Palm Desert,
California
|
$762K
|
-$1.21M
|
-46,792
|
-61%
|
|
|
11
|
United Capital Financial Advisors
Irving,
Texas
|
$710K
|
-$238K
|
-9,188
|
-25%
|
|
|
12
|
Client 1st Advisory Group
Dunedin,
Florida
|
$624K
|
-$303K
|
-11,694
|
-33%
|
|
|
13
|
Old Mission Capital
Chicago,
Illinois
|
$541K
|
-$232K
|
-8,940
|
-30%
|
|
|
14
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$499K
|
-$149K
|
-5,772
|
-23%
|
|
|
15
|
Bangor Savings Bank
Bangor,
Maine
|
$448K
|
-$53.4K
|
-2,062
|
-11%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$437K
|
+$47K
|
+1,816
|
+12%
|
|
|
17
|
Mutual Advisors
Omaha,
Nebraska
|
$422K
|
-$263K
|
-10,166
|
-38%
|
|
|
18
|
Ridgewood Investments
Springfield,
New Jersey
|
$416K
|
+$73.8K
|
+2,850
|
+22%
|
|
|
19
|
Integrated Advisors Network
Dallas,
Texas
|
$368K
|
-$83.8K
|
-3,236
|
-19%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$360K
|
+$2.95K
|
+114
|
+0.8%
|
|
|
21
|
|
$323K
|
-$10.5K
|
-406
|
-3%
|
|
|
22
|
Rockbridge Investment Management
Syracuse,
New York
|
$310K
|
+$311K
|
+12,012
|
New
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$309K
|
-$263K
|
-10,174
|
-46%
|
|
|
24
|
PFG Advisors
Phoenix,
Arizona
|
$258K
|
-$14.2K
|
-550
|
-5%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$249K
|
-$74.7K
|
-2,884
|
-23%
|
|
