|
1
|
Charles Schwab
San Francisco,
California
|
$329M
|
+$122M
|
+4,614,709
|
+58%
|
|
|
2
|
iA Global Asset Management
Quebec,
Quebec, Canada
|
$5.08M
|
+$5.13M
|
+194,000
|
New
|
|
|
3
|
L2 Asset Management
Wayland,
Massachusetts
|
$4.6M
|
+$4.65M
|
+175,936
|
New
|
|
|
4
|
Charles Schwab Trust
Henderson,
Nevada
|
$3.28M
|
-$756K
|
-28,601
|
-19%
|
|
|
5
|
Focus Financial Network
Minneapolis,
Minnesota
|
$1.89M
|
+$1.91M
|
+72,438
|
New
|
|
|
6
|
|
$1.62M
|
+$896K
|
+33,920
|
+121%
|
|
|
7
|
Capasso Planning Partners
Charleston,
South Carolina
|
$1.16M
|
-$694K
|
-26,267
|
-37%
|
|
|
8
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$1.08M
|
+$1.09M
|
+41,412
|
New
|
|
|
9
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$996K
|
+$435K
|
+16,460
|
+76%
|
|
|
10
|
JT Stratford LLC
Gainesville,
Georgia
|
$797K
|
+$377K
|
+14,273
|
+88%
|
|
|
11
|
Flow Traders U.S.
New York
|
$624K
|
+$630K
|
+23,838
|
New
|
|
|
12
|
Keystone Wealth Services
Palm Desert,
California
|
$532K
|
+$538K
|
+20,355
|
New
|
|
|
13
|
|
$516K
|
+$522K
|
+19,738
|
New
|
|
|
14
|
Ausdal Financial Partners
Davenport,
Iowa
|
$512K
|
+$517K
|
+19,565
|
New
|
|
|
15
|
TT Capital Management
Coto De Caza,
California
|
$463K
|
+$465K
|
+17,600
|
New
|
|
|
16
|
L.M. Kohn & Company
Cincinnati,
Ohio
|
$311K
|
+$314K
|
+11,892
|
New
|
|
|
17
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$267K
|
+$6.13K
|
+232
|
+2%
|
|
|
18
|
WealthBridge Capital Management
Westerville,
Ohio
|
$266K
|
+$45.2K
|
+1,709
|
+20%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$229K
|
+$7.03K
|
+266
|
+3%
|
|
|
20
|
Columbus Macro
New Castle,
Pennsylvania
|
$221K
|
-$223K
|
-8,433
|
-50%
|
|
|
21
|
Sightline Wealth Advisors
Groton,
Connecticut
|
$219K
|
+$4.92K
|
+186
|
+2%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$218K
|
+$105K
|
+3,990
|
+92%
|
|
|
23
|
Mercer Global Advisors
Denver,
Colorado
|
$215K
|
+$217K
|
+8,226
|
New
|
|
|
24
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$180K
|
+$182K
|
+6,868
|
New
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
$150K
|
+$39.3K
|
+1,486
|
+35%
|
|
