|
1
|
Charles Schwab
San Francisco,
California
|
$45.8M
|
-$44.8M
|
-1,739,520
|
-49%
|
|
|
2
|
tru Independence
Portland,
Oregon
|
$4.74M
|
+$4.74M
|
+184,030
|
New
|
|
|
3
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$2.8M
|
+$577K
|
+22,388
|
+26%
|
|
|
4
|
Washburn Capital Management
Vero Beach,
Florida
|
$2.13M
|
+$847K
|
+32,884
|
+66%
|
|
|
5
|
|
$1.73M
|
+$1.21M
|
+47,112
|
+236%
|
|
|
6
|
Citadel Advisors
Miami,
Florida
|
$588K
|
+$192K
|
+7,470
|
+49%
|
|
|
7
|
Charles Schwab Trust
Henderson,
Nevada
|
$561K
|
-$255K
|
-9,892
|
-31%
|
|
|
8
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$490K
|
+$78.9K
|
+3,064
|
+19%
|
|
|
9
|
HighTower Advisors
Chicago,
Illinois
|
$416K
|
+$1.85K
|
+72
|
+0.4%
|
|
|
10
|
Lederer & Associates Investment Counsel
Long Beach,
California
|
$364K
|
+$365K
|
+14,158
|
New
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$317K
|
+$263K
|
+10,226
|
+488%
|
|
|
12
|
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
|
$288K
|
-$16.7K
|
-650
|
-5%
|
|
|
13
|
IFP Advisors
Tampa,
Florida
|
$103K
|
+$103K
|
+4,002
|
New
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$43K
|
+$42.9K
|
+1,666
|
New
|
|
|
15
|
Leelyn Smith
Geneva,
Illinois
|
$25K
|
+$24.9K
|
+968
|
New
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$17K
|
–
|
–
|
–
|
|
|
17
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$16K
|
–
|
–
|
–
|
|
|
18
|
|
$4K
|
+$3.97K
|
+154
|
New
|
|
|
19
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$4K
|
+$4.07K
|
+158
|
New
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$243K
|
-9,438
|
Closed
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
–
|
-$207K
|
-8,070
|
Closed
|
|
|
22
|
Proffitt & Goodson
Knoxville,
Tennessee
|
–
|
-$104K
|
-4,044
|
Closed
|
|
|
23
|
Toth Financial Advisory
Leesburg,
Virginia
|
–
|
-$4K
|
-144
|
Closed
|
|
