|
1
|
Charles Schwab
San Francisco,
California
|
$213M
|
+$193M
|
+7,356,384
|
+1,211%
|
|
|
2
|
Charles Schwab Trust
Henderson,
Nevada
|
$4.12M
|
+$4.04M
|
+153,946
|
New
|
|
|
3
|
Capasso Planning Partners
Charleston,
South Carolina
|
$1.89M
|
-$395K
|
-15,048
|
-18%
|
|
|
4
|
|
$748K
|
+$734K
|
+27,972
|
New
|
|
|
5
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$578K
|
+$344K
|
+13,116
|
+155%
|
|
|
6
|
JT Stratford LLC
Gainesville,
Georgia
|
$433K
|
+$425K
|
+16,176
|
New
|
|
|
7
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$267K
|
+$4.51K
|
+172
|
+2%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$227K
|
+$2.2K
|
+84
|
+1%
|
|
|
9
|
WealthBridge Capital Management
Westerville,
Ohio
|
$227K
|
+$222K
|
+8,472
|
New
|
|
|
10
|
Columbus Macro
New Castle,
Pennsylvania
|
$224K
|
+$222K
|
+8,472
|
+101%
|
|
|
11
|
Sightline Wealth Advisors
Groton,
Connecticut
|
$218K
|
+$3.73K
|
+142
|
+2%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$116K
|
+$61K
|
+2,326
|
+115%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$114K
|
-$53.7K
|
-2,048
|
-32%
|
|
|
14
|
IFP Advisors
Tampa,
Florida
|
$104K
|
+$49.9K
|
+1,900
|
+95%
|
|
|
15
|
Breakwater Investment Management
Seattle,
Washington
|
$90.8K
|
–
|
–
|
–
|
|
|
16
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$57K
|
-$20.1K
|
-764
|
-27%
|
|
|
17
|
Creative Financial Designs
Kokomo,
Indiana
|
$50.1K
|
–
|
–
|
–
|
|
|
18
|
Larson Financial Group
St Louis,
Missouri
|
$16.2K
|
+$15.9K
|
+604
|
New
|
|
|
19
|
CoreCap Advisors
Southfield,
Michigan
|
$14.6K
|
+$14.3K
|
+544
|
New
|
|
|
20
|
SignatureFD
Atlanta,
Georgia
|
$10.6K
|
+$10.4K
|
+396
|
New
|
|
|
21
|
Clearstead Advisors
Cleveland,
Ohio
|
$2.78K
|
+$2.73K
|
+104
|
New
|
|
|
22
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2.78K
|
+$2.73K
|
+104
|
New
|
|
|
23
|
Fidelity Investments
Boston,
Massachusetts
|
$1.52K
|
+$1.47K
|
+56
|
New
|
|
|
24
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$428
|
–
|
–
|
–
|
|
|
25
|
Cassady Schiller Wealth Management
Cincinnati,
Ohio
|
$377
|
+$367
|
+14
|
New
|
|
