|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$4.95B
|
+$136M
|
+6,138,890
|
+3%
|
|
|
2
|
Charles Schwab
San Francisco,
California
|
$241M
|
+$637K
|
+28,686
|
+0.3%
|
|
|
3
|
RiverFront Investment Group
Richmond,
Virginia
|
$172M
|
+$172M
|
+7,727,784
|
New
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$147M
|
+$146M
|
+6,557,590
|
+17,456%
|
|
|
5
|
Campbell Wealth Management
Alexandria,
Virginia
|
$92.7M
|
+$78.7M
|
+3,545,586
|
+570%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$35.1M
|
+$29.9M
|
+1,345,032
|
+573%
|
|
|
7
|
Raymond James & Associates
St Petersburg,
Florida
|
$34.1M
|
+$34.1M
|
+1,534,906
|
New
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$22.9M
|
+$1.29M
|
+58,036
|
+6%
|
|
|
9
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$21.4M
|
+$21.1M
|
+949,630
|
+8,657%
|
|
|
10
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$17.3M
|
+$4.15M
|
+186,702
|
+32%
|
|
|
11
|
Bouchey Financial Group
Troy,
New York
|
$16.1M
|
+$879K
|
+39,572
|
+6%
|
|
|
12
|
Rational Advisors
Huntington,
New York
|
$15.7M
|
+$15.7M
|
+705,894
|
New
|
|
|
13
|
Rockefeller Capital Management
New York
|
$14M
|
+$14M
|
+628,660
|
New
|
|
|
14
|
WestHill Financial Advisors
San Rafael,
California
|
$10.9M
|
+$526K
|
+23,706
|
+5%
|
|
|
15
|
|
$8.33M
|
-$9.27M
|
-417,290
|
-53%
|
|
|
16
|
Charles Schwab Trust
Henderson,
Nevada
|
$7.9M
|
+$2.17M
|
+97,726
|
+38%
|
|
|
17
|
|
$7.76M
|
+$7.75M
|
+348,906
|
New
|
|
|
18
|
Truist Financial
Charlotte,
North Carolina
|
$7.2M
|
+$7.19M
|
+323,636
|
New
|
|
|
19
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$7.15M
|
+$1.32M
|
+59,604
|
+23%
|
|
|
20
|
|
$6.51M
|
-$9.23M
|
-415,498
|
-59%
|
|
|
21
|
Marmo Financial Group
Johnson City,
Tennessee
|
$6.24M
|
+$6.23M
|
+280,492
|
New
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$5.53M
|
+$4.92M
|
+221,382
|
+811%
|
|
|
23
|
Semmax Financial Advisors
Winston Salem,
North Carolina
|
$5.32M
|
+$828K
|
+37,288
|
+18%
|
|
|
24
|
Stifel Financial
St. Louis,
Missouri
|
$4.54M
|
+$3M
|
+134,952
|
+196%
|
|
|
25
|
Kaizen Financial Strategies
Campbell,
California
|
$4.35M
|
+$1.55M
|
+69,630
|
+55%
|
|
