|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$6.22M
|
+$3.6M
|
+37,449
|
+137%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$2.83M
|
+$183K
|
+1,907
|
+7%
|
|
|
3
|
Rockland Trust
Hanover,
Massachusetts
|
$1.09M
|
-$7.97K
|
-83
|
-0.7%
|
|
|
4
|
Zacks Investment Management
Chicago,
Illinois
|
$1.02M
|
-$1.41M
|
-14,711
|
-58%
|
|
|
5
|
|
$754K
|
-$361K
|
-3,762
|
-32%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$606K
|
+$180K
|
+1,873
|
+42%
|
|
|
7
|
Charles Schwab Trust
Henderson,
Nevada
|
$510K
|
+$388K
|
+4,038
|
+314%
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$476K
|
+$477K
|
+4,969
|
New
|
|
|
9
|
Bell & Brown Wealth Advisors
Newport Beach,
California
|
$390K
|
-$28.2K
|
-294
|
-7%
|
|
|
10
|
|
$160K
|
–
|
–
|
–
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$153K
|
+$120K
|
+1,250
|
+356%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$149K
|
-$1.54K
|
-16
|
-1%
|
|
|
13
|
Advisor Group
Phoenix,
Arizona
|
$145K
|
+$56.9K
|
+593
|
+65%
|
|
|
14
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$43K
|
+$672
|
+7
|
+2%
|
|
|
15
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$24K
|
+$24K
|
+250
|
New
|
|
|
16
|
|
–
|
-$450K
|
-4,480
|
Closed
|
|
|
17
|
Avalon Capital Management
Port Of Redwood City,
California
|
–
|
-$318K
|
-3,169
|
Closed
|
|
|
18
|
Private Advisor Group
Morristown,
New Jersey
|
–
|
-$149K
|
-1,489
|
Closed
|
|
|
19
|
Bessemer Group
Woodbridge,
New Jersey
|
–
|
-$24K
|
-237
|
Closed
|
|
|
20
|
Quad-Cities Investment Group
Davenport,
Iowa
|
–
|
-$7K
|
-63
|
Closed
|
|
|
21
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
–
|
-$5K
|
-50
|
Closed
|
|
|
22
|
Private Capital Group
West Hartford,
Connecticut
|
–
|
-$2K
|
-16
|
Closed
|
|
