|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$4.67B
|
+$86M
|
+3,880,858
|
+2%
|
|
|
2
|
Charles Schwab
San Francisco,
California
|
$144M
|
-$61K
|
-2,754
|
-0%
|
|
|
3
|
Campbell Wealth Management
Alexandria,
Virginia
|
$13.7M
|
+$562K
|
+25,384
|
+4%
|
|
|
4
|
WestHill Financial Advisors
San Rafael,
California
|
$10.2M
|
+$248K
|
+11,178
|
+2%
|
|
|
5
|
Charles Schwab Trust
Henderson,
Nevada
|
$6.31M
|
-$166K
|
-7,506
|
-3%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.06M
|
+$6.09M
|
+275,058
|
New
|
|
|
7
|
|
$4.22M
|
+$4.25M
|
+191,756
|
New
|
|
|
8
|
|
$3.8M
|
+$3.83M
|
+172,716
|
New
|
|
|
9
|
DecisionPoint Financial
Mesa,
Arizona
|
$3.51M
|
+$79.2K
|
+3,574
|
+2%
|
|
|
10
|
Advisory Services Network
Atlanta,
Georgia
|
$3.32M
|
+$1.29M
|
+58,420
|
+63%
|
|
|
11
|
Cetera Advisor Networks
El Segundo,
California
|
$3.1M
|
+$3.12M
|
+140,890
|
New
|
|
|
12
|
Valicenti Advisory Services
Elmira,
New York
|
$2.6M
|
+$2.62M
|
+118,270
|
New
|
|
|
13
|
Vident Investment Advisory
Alpharetta,
Georgia
|
$2.39M
|
+$2.06M
|
+92,820
|
+596%
|
|
|
14
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
$2.37M
|
+$186K
|
+8,392
|
+8%
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.01M
|
+$765K
|
+34,524
|
+61%
|
|
|
16
|
Nilsine Partners
Greenwood Village,
Colorado
|
$1.56M
|
+$1.57M
|
+70,806
|
New
|
|
|
17
|
MML Investors Services
Springfield,
Massachusetts
|
$1.45M
|
+$1.46M
|
+66,020
|
New
|
|
|
18
|
|
$1.37M
|
+$1.2M
|
+54,180
|
+693%
|
|
|
19
|
Adams Wealth Management
Logan,
Utah
|
$1.16M
|
-$54K
|
-2,436
|
-4%
|
|
|
20
|
Old Mission Capital
Chicago,
Illinois
|
$1.16M
|
-$1.02M
|
-46,144
|
-47%
|
|
|
21
|
Transform Wealth
Greenwood Village,
Colorado
|
$1.12M
|
+$1.12M
|
+50,740
|
New
|
|
|
22
|
State of Wisconsin Investment Board
Madison,
Wisconsin
|
$985K
|
+$991K
|
+44,720
|
New
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$958K
|
+$49.2K
|
+2,220
|
+5%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$935K
|
+$851K
|
+38,428
|
+962%
|
|
|
25
|
Red Cedar Investment Management
Grand Rapids,
Michigan
|
$900K
|
+$905K
|
+40,872
|
New
|
|
