|
1
|
Charles Schwab
San Francisco,
California
|
$24.3M
|
-$21.4M
|
-830,582
|
-47%
|
|
|
2
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$3.76M
|
+$968K
|
+37,578
|
+35%
|
|
|
3
|
Washburn Capital Management
Vero Beach,
Florida
|
$3.27M
|
+$1.15M
|
+44,560
|
+54%
|
|
|
4
|
Physician Wealth Advisors
Midvale,
Utah
|
$2.97M
|
+$2.99M
|
+115,854
|
New
|
|
|
5
|
|
$1.9M
|
+$181K
|
+7,012
|
+10%
|
|
|
6
|
TRUADVICE
Sarasota,
Florida
|
$1.71M
|
+$1.71M
|
+66,454
|
New
|
|
|
7
|
Charles Schwab Trust
Henderson,
Nevada
|
$1.05M
|
+$490K
|
+19,006
|
+87%
|
|
|
8
|
Flow Traders U.S.
New York
|
$837K
|
+$840K
|
+32,606
|
New
|
|
|
9
|
Lederer & Associates Investment Counsel
Long Beach,
California
|
$710K
|
+$347K
|
+13,484
|
+95%
|
|
|
10
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$633K
|
+$144K
|
+5,590
|
+29%
|
|
|
11
|
HighTower Advisors
Chicago,
Illinois
|
$530K
|
+$115K
|
+4,476
|
+28%
|
|
|
12
|
Mirador Capital Partners
Pleasanton,
California
|
$474K
|
+$476K
|
+18,464
|
New
|
|
|
13
|
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
|
$420K
|
+$422K
|
+16,360
|
New
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
$392K
|
-$196K
|
-7,598
|
-33%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$345K
|
+$29.1K
|
+1,130
|
+9%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$308K
|
+$309K
|
+12,002
|
New
|
|
|
17
|
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
|
$288K
|
–
|
–
|
–
|
|
|
18
|
WealthPLAN Partners
Omaha,
Nebraska
|
$250K
|
+$251K
|
+9,732
|
New
|
|
|
19
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$220K
|
+$221K
|
+8,578
|
New
|
|
|
20
|
Valmark Advisers
Akron,
Ohio
|
$212K
|
+$213K
|
+8,268
|
New
|
|
|
21
|
IFP Advisors
Tampa,
Florida
|
$103K
|
+$412
|
+16
|
+0.4%
|
|
|
22
|
Leelyn Smith
Geneva,
Illinois
|
$25K
|
–
|
–
|
–
|
|
|
23
|
Avior Wealth Management
Omaha,
Nebraska
|
$18K
|
+$18.1K
|
+704
|
New
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$17K
|
–
|
–
|
–
|
|
|
25
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$16K
|
–
|
–
|
–
|
|
