|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$4.86B
|
+$275M
|
+12,837,366
|
+6%
|
|
|
2
|
Charles Schwab
San Francisco,
California
|
$242M
|
+$12.5M
|
+583,218
|
+6%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$21.8M
|
+$800K
|
+37,362
|
+4%
|
|
|
4
|
|
$17.8M
|
-$862K
|
-40,244
|
-5%
|
|
|
5
|
|
$15.9M
|
+$6.59M
|
+307,688
|
+77%
|
|
|
6
|
Bouchey Financial Group
Troy,
New York
|
$15.4M
|
+$14.6M
|
+683,966
|
New
|
|
|
7
|
Campbell Wealth Management
Alexandria,
Virginia
|
$14M
|
+$214K
|
+10,006
|
+2%
|
|
|
8
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$13.3M
|
+$4.11M
|
+191,846
|
+48%
|
|
|
9
|
WestHill Financial Advisors
San Rafael,
California
|
$10.5M
|
-$157K
|
-7,346
|
-2%
|
|
|
10
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$6.25M
|
+$659K
|
+30,764
|
+12%
|
|
|
11
|
Pinnacle Wealth Management Group
Plymouth,
Michigan
|
$6.05M
|
+$196K
|
+9,164
|
+4%
|
|
|
12
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$5.88M
|
+$1.28M
|
+59,876
|
+30%
|
|
|
13
|
Charles Schwab Trust
Henderson,
Nevada
|
$5.79M
|
-$1.39M
|
-64,744
|
-20%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.28M
|
+$4.98M
|
+232,752
|
+11,466%
|
|
|
15
|
Austin Private Wealth
Austin,
Texas
|
$4.73M
|
+$572K
|
+26,728
|
+15%
|
|
|
16
|
Semmax Financial Advisors
Winston Salem,
North Carolina
|
$4.52M
|
+$4.4M
|
+205,354
|
+32,804%
|
|
|
17
|
FFG Retirement Advisors
Centennial,
Colorado
|
$3.84M
|
+$1.44M
|
+67,314
|
+65%
|
|
|
18
|
Cetera Advisor Networks
El Segundo,
California
|
$3.53M
|
+$133K
|
+6,192
|
+4%
|
|
|
19
|
DecisionPoint Financial
Mesa,
Arizona
|
$3.53M
|
-$13K
|
-606
|
-0.4%
|
|
|
20
|
Advisory Services Network
Atlanta,
Georgia
|
$3.38M
|
+$22K
|
+1,028
|
+0.7%
|
|
|
21
|
Mariner
Overland Park,
Kansas
|
$3.31M
|
+$2.05M
|
+95,596
|
+186%
|
|
|
22
|
One Wealth Advisors
San Francisco,
California
|
$3.17M
|
+$186K
|
+8,672
|
+7%
|
|
|
23
|
Signet Financial Management
Parsippany,
New Jersey
|
$2.89M
|
+$244K
|
+11,380
|
+10%
|
|
|
24
|
Kaizen Financial Strategies
Campbell,
California
|
$2.83M
|
+$150K
|
+7,012
|
+6%
|
|
|
25
|
Strategic Blueprint
Atlanta,
Georgia
|
$2.67M
|
+$1.31M
|
+61,132
|
+106%
|
|
