|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$4.29B
|
-$189M
|
-8,723,212
|
-4%
|
|
|
2
|
Charles Schwab
San Francisco,
California
|
$215M
|
+$79M
|
+3,652,708
|
+56%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$19.7M
|
+$19.6M
|
+905,314
|
+3,371%
|
|
|
4
|
|
$17.6M
|
+$16.7M
|
+770,146
|
+1,242%
|
|
|
5
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$13M
|
+$11.3M
|
+523,518
|
+574%
|
|
|
6
|
Campbell Wealth Management
Alexandria,
Virginia
|
$12.9M
|
-$191K
|
-8,832
|
-1%
|
|
|
7
|
|
$10.1M
|
+$6.22M
|
+287,714
|
+150%
|
|
|
8
|
WestHill Financial Advisors
San Rafael,
California
|
$10M
|
+$245K
|
+11,344
|
+2%
|
|
|
9
|
|
$8.45M
|
+$4.93M
|
+227,966
|
+132%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.43M
|
+$2.69M
|
+124,590
|
+45%
|
|
|
11
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$8.42M
|
+$8.63M
|
+398,868
|
New
|
|
|
12
|
Charles Schwab Trust
Henderson,
Nevada
|
$6.8M
|
+$788K
|
+36,438
|
+13%
|
|
|
13
|
Pinnacle Wealth Management Group
Plymouth,
Michigan
|
$5.49M
|
+$5.63M
|
+260,214
|
New
|
|
|
14
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$5.22M
|
+$5.35M
|
+247,570
|
New
|
|
|
15
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$4.26M
|
+$4.16M
|
+192,516
|
+2,058%
|
|
|
16
|
Austin Private Wealth
Austin,
Texas
|
$3.88M
|
+$3.98M
|
+183,942
|
New
|
|
|
17
|
DecisionPoint Financial
Mesa,
Arizona
|
$3.32M
|
-$40.1K
|
-1,854
|
-1%
|
|
|
18
|
Cetera Advisor Networks
El Segundo,
California
|
$3.18M
|
+$215K
|
+9,962
|
+7%
|
|
|
19
|
Advisory Services Network
Atlanta,
Georgia
|
$3.15M
|
-$36.6K
|
-1,690
|
-1%
|
|
|
20
|
One Wealth Advisors
San Francisco,
California
|
$2.79M
|
+$2.86M
|
+132,338
|
New
|
|
|
21
|
Kaizen Financial Strategies
Campbell,
California
|
$2.51M
|
+$2.57M
|
+118,858
|
New
|
|
|
22
|
Old Mission Capital
Chicago,
Illinois
|
$2.49M
|
+$1.42M
|
+65,440
|
+125%
|
|
|
23
|
Signet Financial Management
Parsippany,
New Jersey
|
$2.47M
|
+$2.53M
|
+117,182
|
New
|
|
|
24
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
$2.2M
|
-$72.7K
|
-3,362
|
-3%
|
|
|
25
|
FFG Retirement Advisors
Centennial,
Colorado
|
$2.19M
|
+$2.24M
|
+103,632
|
New
|
|
