|
1
|
Charles Schwab
San Francisco,
California
|
$141M
|
-$108M
|
-5,070,772
|
-44%
|
|
|
2
|
Campbell Wealth Management
Alexandria,
Virginia
|
$12.4M
|
+$459K
|
+21,474
|
+4%
|
|
|
3
|
WestHill Financial Advisors
San Rafael,
California
|
$9.19M
|
-$1.33K
|
-62
|
-0%
|
|
|
4
|
Charles Schwab Trust
Henderson,
Nevada
|
$7.03M
|
+$3.97M
|
+185,698
|
+132%
|
|
|
5
|
DecisionPoint Financial
Mesa,
Arizona
|
$3.37M
|
+$3.34M
|
+156,158
|
New
|
|
|
6
|
|
$2.98M
|
-$7.73M
|
-361,730
|
-72%
|
|
|
7
|
Adams Wealth Management
Logan,
Utah
|
$2.17M
|
-$2.68M
|
-125,164
|
-55%
|
|
|
8
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
$1.61M
|
+$1.6M
|
+74,690
|
New
|
|
|
9
|
Advisory Services Network
Atlanta,
Georgia
|
$1.36M
|
+$1.35M
|
+63,328
|
New
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$1.13M
|
+$1.12M
|
+52,590
|
New
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.13M
|
+$1.12M
|
+52,540
|
New
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.09M
|
-$1.32M
|
-61,540
|
-55%
|
|
|
13
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.02M
|
-$26.9K
|
-1,258
|
-3%
|
|
|
14
|
|
$589K
|
+$419K
|
+19,604
|
+254%
|
|
|
15
|
Old Mission Capital
Chicago,
Illinois
|
$585K
|
+$8.64K
|
+404
|
+2%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$468K
|
+$106K
|
+4,936
|
+29%
|
|
|
17
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$389K
|
-$14.7K
|
-688
|
-4%
|
|
|
18
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$350K
|
+$347K
|
+16,222
|
New
|
|
|
19
|
FC Advisory
West Chester,
Pennsylvania
|
$347K
|
+$257
|
+12
|
+0.1%
|
|
|
20
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$324K
|
+$321K
|
+15,018
|
New
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$318K
|
-$11.2K
|
-522
|
-3%
|
|
|
22
|
Ridgewood Investments
Springfield,
New Jersey
|
$312K
|
-$74.8K
|
-3,500
|
-19%
|
|
|
23
|
Creative Financial Designs
Kokomo,
Indiana
|
$292K
|
-$17.9K
|
-838
|
-6%
|
|
|
24
|
Rockbridge Investment Management
Syracuse,
New York
|
$259K
|
–
|
–
|
–
|
|
|
25
|
TownSquare Capital
Provo,
Utah
|
$233K
|
-$94.7K
|
-4,430
|
-29%
|
|
