|
1
|
Total Investment Management
Scottsdale,
Arizona
|
$30.3M
|
+$30.6M
|
+859,253
|
New
|
|
|
2
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$30M
|
+$30.2M
|
+850,189
|
New
|
|
|
3
|
Avalon Capital Management
Port Of Redwood City,
California
|
$25.3M
|
+$25.6M
|
+719,061
|
New
|
|
|
4
|
Charles Schwab
San Francisco,
California
|
$11.7M
|
+$169K
|
+4,751
|
+1%
|
|
|
5
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$8.26M
|
-$550K
|
-15,474
|
-6%
|
|
|
6
|
Stokes Family Office
New Orleans,
Louisiana
|
$7.39M
|
+$3.17M
|
+89,087
|
+74%
|
|
|
7
|
SevenOneSeven Capital Management
Lancaster,
Pennsylvania
|
$2.9M
|
+$2.93M
|
+82,405
|
New
|
|
|
8
|
Clear Creek Financial Management
Silverdale,
Washington
|
$2.89M
|
+$36K
|
+1,012
|
+1%
|
|
|
9
|
Kaizen Financial Strategies
Campbell,
California
|
$1.53M
|
+$179K
|
+5,039
|
+14%
|
|
|
10
|
|
$1.1M
|
-$1.76M
|
-49,485
|
-61%
|
|
|
11
|
Charles Schwab Trust
Henderson,
Nevada
|
$975K
|
-$637K
|
-17,900
|
-39%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$757K
|
-$76.7K
|
-2,157
|
-9%
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$530K
|
-$828K
|
-23,286
|
-61%
|
|
|
14
|
Tri-Star Advisors
Houston,
Texas
|
$445K
|
–
|
–
|
–
|
|
|
15
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$368K
|
-$2.49K
|
-70
|
-0.7%
|
|
|
16
|
Flow Traders U.S.
New York
|
$356K
|
+$359K
|
+10,102
|
New
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$219K
|
-$1.17M
|
-32,908
|
-84%
|
|
|
18
|
SeaCrest Wealth Management
Purchase,
New York
|
$209K
|
-$2.81K
|
-79
|
-1%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$118K
|
-$695K
|
-19,525
|
-85%
|
|
|
20
|
|
$66.1K
|
+$63.1K
|
+1,775
|
+1,775%
|
|
|
21
|
Horizons Wealth Management
Asheville,
North Carolina
|
$28K
|
–
|
–
|
–
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$12K
|
-$18.1K
|
-509
|
-59%
|
|
|
23
|
Fidelity Investments
Boston,
Massachusetts
|
$35
|
+$36
|
+1
|
New
|
|
|
24
|
NewEdge Advisors
New Orleans,
Louisiana
|
$11
|
+$10.6K
|
+298
|
New
|
|
|
25
|
IMC Chicago
Chicago,
Illinois
|
–
|
-$1.49M
|
-41,490
|
Closed
|
|
