|
1
|
Charles Schwab
San Francisco,
California
|
$11.8M
|
+$13M
|
+328,490
|
New
|
|
|
2
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$8.99M
|
+$4.49M
|
+113,811
|
+84%
|
|
|
3
|
Stokes Family Office
New Orleans,
Louisiana
|
$4.34M
|
+$281K
|
+7,114
|
+6%
|
|
|
4
|
Clear Creek Financial Management
Silverdale,
Washington
|
$2.92M
|
-$12.5K
|
-317
|
-0.4%
|
|
|
5
|
|
$2.91M
|
+$1.31M
|
+33,185
|
+70%
|
|
|
6
|
Charles Schwab Trust
Henderson,
Nevada
|
$1.64M
|
-$640K
|
-16,211
|
-26%
|
|
|
7
|
IMC Chicago
Chicago,
Illinois
|
$1.49M
|
-$511K
|
-12,940
|
-24%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.41M
|
+$921K
|
+23,342
|
+148%
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$1.38M
|
+$194K
|
+4,916
|
+15%
|
|
|
10
|
Kaizen Financial Strategies
Campbell,
California
|
$1.28M
|
+$1.41M
|
+35,655
|
New
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$851K
|
+$528K
|
+13,378
|
+131%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$824K
|
+$903K
|
+22,880
|
New
|
|
|
13
|
Intelligence Driven Advisers
Carlsbad,
California
|
$469K
|
-$112K
|
-2,848
|
-18%
|
|
|
14
|
Tri-Star Advisors
Houston,
Texas
|
$423K
|
-$100K
|
-2,545
|
-18%
|
|
|
15
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$378K
|
+$414K
|
+10,501
|
New
|
|
|
16
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$312K
|
-$203K
|
-5,133
|
-37%
|
|
|
17
|
Silver Oak Securities
Jackson,
Tennessee
|
$224K
|
+$279K
|
+7,071
|
New
|
|
|
18
|
SeaCrest Wealth Management
Purchase,
New York
|
$216K
|
-$750
|
-19
|
-0.3%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$31K
|
+$39
|
+1
|
+0.1%
|
|
|
20
|
Horizons Wealth Management
Asheville,
North Carolina
|
$28K
|
–
|
–
|
–
|
|
|
21
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$15K
|
+$16.6K
|
+422
|
New
|
|
|
22
|
|
$4K
|
–
|
–
|
–
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$3K
|
+$3.16K
|
+80
|
New
|
|
|
24
|
Avalon Capital Management
Port Of Redwood City,
California
|
–
|
-$13.9M
|
-346,095
|
Closed
|
|
|
25
|
Flow Traders U.S.
New York
|
–
|
-$1.12M
|
-27,954
|
Closed
|
|
