|
1
|
Charles Schwab
San Francisco,
California
|
$6.22B
|
+$248M
|
+9,740,531
|
+4%
|
|
|
2
|
CacheTech Inc
Logan,
Utah
|
$11.5M
|
+$1.63M
|
+63,887
|
+17%
|
|
|
3
|
Adams Wealth Management
Logan,
Utah
|
$9.77M
|
+$883K
|
+34,724
|
+10%
|
|
|
4
|
Schwallier Wealth Management
Grand Rapids,
Michigan
|
$5.04M
|
+$565K
|
+22,195
|
+13%
|
|
|
5
|
Citadel Advisors
Miami,
Florida
|
$4.1M
|
+$2.32M
|
+91,198
|
+130%
|
|
|
6
|
Summit Financial
Parsippany,
New Jersey
|
$3.35M
|
+$178K
|
+7,002
|
+6%
|
|
|
7
|
|
$2.32M
|
-$13.4M
|
-525,969
|
-85%
|
|
|
8
|
|
$2.15M
|
-$6.15M
|
-241,887
|
-74%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.88M
|
-$5.11M
|
-200,864
|
-73%
|
|
|
10
|
|
$1.41M
|
-$307K
|
-12,061
|
-18%
|
|
|
11
|
Aspetuck Financial Management
Westport,
Connecticut
|
$1.07M
|
+$337K
|
+13,250
|
+46%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$1.04M
|
-$168K
|
-6,599
|
-14%
|
|
|
13
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$979K
|
+$333K
|
+13,087
|
+51%
|
|
|
14
|
Mercer Global Advisors
Denver,
Colorado
|
$960K
|
-$752K
|
-29,577
|
-44%
|
|
|
15
|
|
$677K
|
+$333K
|
+13,101
|
+97%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$667K
|
+$9.44K
|
+371
|
+1%
|
|
|
17
|
Chapman Financial Group
Kailua,
Hawaii
|
$666K
|
+$17.8K
|
+700
|
+3%
|
|
|
18
|
Creative Planning
Overland Park,
Kansas
|
$648K
|
-$111K
|
-4,347
|
-15%
|
|
|
19
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$547K
|
–
|
–
|
–
|
|
|
20
|
Focus Partners Wealth
Boston,
Massachusetts
|
$454K
|
+$227K
|
+8,921
|
+100%
|
|
|
21
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$393K
|
+$47.4K
|
+1,863
|
+14%
|
|
|
22
|
Brighton Jones LLC
Seattle,
Washington
|
$384K
|
+$385K
|
+15,125
|
New
|
|
|
23
|
Corient Private Wealth
Miami,
Florida
|
$370K
|
+$370K
|
+14,539
|
New
|
|
|
24
|
Mariner
Overland Park,
Kansas
|
$368K
|
+$368K
|
+14,481
|
New
|
|
|
25
|
Farther Finance Advisors
San Francisco,
California
|
$360K
|
+$281K
|
+11,056
|
+356%
|
|
