|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$4.65B
|
+$4.59B
|
+208,226,528
|
+441,644%
|
|
|
2
|
Charles Schwab
San Francisco,
California
|
$146M
|
+$168K
|
+7,600
|
+0.1%
|
|
|
3
|
Campbell Wealth Management
Alexandria,
Virginia
|
$13.3M
|
+$475K
|
+21,548
|
+4%
|
|
|
4
|
WestHill Financial Advisors
San Rafael,
California
|
$10.1M
|
+$561K
|
+25,412
|
+6%
|
|
|
5
|
Charles Schwab Trust
Henderson,
Nevada
|
$6.55M
|
-$722K
|
-32,740
|
-10%
|
|
|
6
|
DecisionPoint Financial
Mesa,
Arizona
|
$3.48M
|
-$7.68K
|
-348
|
-0.2%
|
|
|
7
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
$2.22M
|
+$543K
|
+24,614
|
+33%
|
|
|
8
|
Old Mission Capital
Chicago,
Illinois
|
$2.2M
|
+$1.58M
|
+71,540
|
+263%
|
|
|
9
|
Advisory Services Network
Atlanta,
Georgia
|
$2.06M
|
+$643K
|
+29,166
|
+46%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.27M
|
+$91.8K
|
+4,160
|
+8%
|
|
|
11
|
Adams Wealth Management
Logan,
Utah
|
$1.23M
|
-$1M
|
-45,460
|
-45%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$921K
|
-$208K
|
-9,442
|
-19%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$477K
|
-$7.24K
|
-328
|
-2%
|
|
|
14
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$363K
|
-$38.9K
|
-1,764
|
-10%
|
|
|
15
|
FC Advisory
West Chester,
Pennsylvania
|
$359K
|
–
|
–
|
–
|
|
|
16
|
Vident Investment Advisory
Alpharetta,
Georgia
|
$347K
|
+$343K
|
+15,562
|
New
|
|
|
17
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$337K
|
+$1.41K
|
+64
|
+0.4%
|
|
|
18
|
TimeScale Financial
Danvers,
Massachusetts
|
$335K
|
+$331K
|
+15,018
|
New
|
|
|
19
|
Ridgewood Investments
Springfield,
New Jersey
|
$324K
|
–
|
–
|
–
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$319K
|
-$11K
|
-498
|
-3%
|
|
|
21
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$252K
|
+$248K
|
+11,252
|
New
|
|
|
22
|
Van Strum & Towne
San Francisco,
California
|
$251K
|
+$14.3K
|
+650
|
+6%
|
|
|
23
|
Rockbridge Investment Management
Syracuse,
New York
|
$241K
|
-$26.5K
|
-1,200
|
-10%
|
|
|
24
|
Creative Financial Designs
Kokomo,
Indiana
|
$238K
|
-$64.3K
|
-2,914
|
-21%
|
|
|
25
|
Bristlecone Advisors
Bellevue,
Washington
|
$208K
|
+$206K
|
+9,320
|
New
|
|
