|
1
|
Charles Schwab
San Francisco,
California
|
$6B
|
+$312M
|
+12,124,163
|
+5%
|
|
|
2
|
|
$15.7M
|
+$15.9M
|
+615,984
|
+76,047%
|
|
|
3
|
CacheTech Inc
Logan,
Utah
|
$9.88M
|
-$91.5K
|
-3,552
|
-0.9%
|
|
|
4
|
Adams Wealth Management
Logan,
Utah
|
$8.93M
|
-$132K
|
-5,112
|
-1%
|
|
|
5
|
|
$8.35M
|
+$8.41M
|
+326,624
|
New
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$7.02M
|
+$4.7M
|
+182,388
|
+198%
|
|
|
7
|
Schwallier Wealth Management
Grand Rapids,
Michigan
|
$4.5M
|
+$4.54M
|
+176,192
|
New
|
|
|
8
|
Summit Financial
Parsippany,
New Jersey
|
$3.18M
|
+$455K
|
+17,675
|
+17%
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$1.79M
|
+$285K
|
+11,062
|
+19%
|
|
|
10
|
|
$1.73M
|
+$487K
|
+18,911
|
+39%
|
|
|
11
|
Mercer Global Advisors
Denver,
Colorado
|
$1.72M
|
+$1.17M
|
+45,330
|
+206%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$1.21M
|
+$468K
|
+18,164
|
+62%
|
|
|
13
|
Creative Planning
Overland Park,
Kansas
|
$762K
|
+$483K
|
+18,773
|
+170%
|
|
|
14
|
Aspetuck Financial Management
Westport,
Connecticut
|
$735K
|
+$740K
|
+28,750
|
New
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$661K
|
+$666K
|
+25,870
|
+1,293,500%
|
|
|
16
|
CoreCap Advisors
Southfield,
Michigan
|
$653K
|
+$618K
|
+23,995
|
+1,539%
|
|
|
17
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$652K
|
+$658K
|
+25,558
|
New
|
|
|
18
|
Chapman Financial Group
Kailua,
Hawaii
|
$651K
|
+$5.15K
|
+200
|
+0.8%
|
|
|
19
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$649K
|
+$654K
|
+25,413
|
New
|
|
|
20
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$550K
|
+$554K
|
+21,511
|
New
|
|
|
21
|
Fidelity Investments
Boston,
Massachusetts
|
$369K
|
+$233K
|
+9,060
|
+169%
|
|
|
22
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$347K
|
+$23.5K
|
+913
|
+7%
|
|
|
23
|
|
$346K
|
+$125K
|
+4,858
|
+56%
|
|
|
24
|
Chapin Davis
Baltimore,
Maryland
|
$324K
|
–
|
–
|
–
|
|
|
25
|
Simplicity Wealth
Summit,
New Jersey
|
$275K
|
+$277K
|
+10,747
|
New
|
|
