|
1
|
Total Investment Management
Scottsdale,
Arizona
|
$31.8M
|
-$407K
|
-11,026
|
-1%
|
|
|
2
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$27.7M
|
-$3.9M
|
-105,596
|
-12%
|
|
|
3
|
Charles Schwab
San Francisco,
California
|
$11.8M
|
-$688K
|
-18,643
|
-6%
|
|
|
4
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$9.26M
|
+$474K
|
+12,857
|
+5%
|
|
|
5
|
Avalon Capital Management
Port Of Redwood City,
California
|
$7.83M
|
-$18.8M
|
-510,023
|
-71%
|
|
|
6
|
Stokes Family Office
New Orleans,
Louisiana
|
$4.27M
|
-$3.53M
|
-95,754
|
-46%
|
|
|
7
|
Northern Capital Management (Washington)
Spokane,
Washington
|
$3.94M
|
+$3.88M
|
+105,047
|
New
|
|
|
8
|
Clear Creek Financial Management
Silverdale,
Washington
|
$3.13M
|
+$52.4K
|
+1,419
|
+2%
|
|
|
9
|
Flow Traders U.S.
New York
|
$2.98M
|
+$2.56M
|
+69,423
|
+687%
|
|
|
10
|
SevenOneSeven Capital Management
Lancaster,
Pennsylvania
|
$2.81M
|
-$257K
|
-6,964
|
-8%
|
|
|
11
|
Kaizen Financial Strategies
Campbell,
California
|
$2.32M
|
+$787K
|
+21,331
|
+52%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.25M
|
+$2.22M
|
+60,156
|
New
|
|
|
13
|
|
$2.17M
|
+$980K
|
+26,565
|
+85%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$2.06M
|
+$1.24M
|
+33,618
|
+157%
|
|
|
15
|
|
$1.9M
|
+$1.8M
|
+48,818
|
+2,604%
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$1.46M
|
+$880K
|
+23,859
|
+159%
|
|
|
17
|
Barden Capital Management
Austin,
Texas
|
$1.43M
|
+$1.41M
|
+38,208
|
New
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.35M
|
+$1.1M
|
+29,751
|
+479%
|
|
|
19
|
Charles Schwab Trust
Henderson,
Nevada
|
$1.16M
|
+$121K
|
+3,268
|
+12%
|
|
|
20
|
Belpointe Asset Management
Reno,
Nevada
|
$829K
|
+$816K
|
+22,123
|
New
|
|
|
21
|
Silver Oak Securities
Jackson,
Tennessee
|
$813K
|
+$780K
|
+21,136
|
New
|
|
|
22
|
IMC Chicago
Chicago,
Illinois
|
$673K
|
+$663K
|
+17,967
|
New
|
|
|
23
|
Galvin Gaustad & Stein
Scottsdale,
Arizona
|
$445K
|
+$438K
|
+11,870
|
New
|
|
|
24
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$385K
|
-$5.42K
|
-147
|
-1%
|
|
|
25
|
Van Strum & Towne
San Francisco,
California
|
$258K
|
+$255K
|
+6,900
|
New
|
|
