|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$5.13M
|
+$5.11M
|
+66,629
|
+103%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$1.72M
|
+$1.12M
|
+14,625
|
+50%
|
|
|
3
|
Zacks Investment Management
Chicago,
Illinois
|
$630K
|
+$421K
|
+5,486
|
+52%
|
|
|
4
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$529K
|
+$1.04M
|
+13,564
|
New
|
|
|
5
|
Rockland Trust
Hanover,
Massachusetts
|
$519K
|
+$147K
|
+1,912
|
+17%
|
|
|
6
|
Charles Schwab Trust
Henderson,
Nevada
|
$394K
|
+$365K
|
+4,762
|
+89%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$292K
|
+$89.5K
|
+1,167
|
+18%
|
|
|
8
|
Symphony Financial
Houston,
Texas
|
$282K
|
+$600K
|
+7,829
|
New
|
|
|
9
|
|
$206K
|
+$405K
|
+5,275
|
New
|
|
|
10
|
|
$76K
|
-$454K
|
-5,920
|
-75%
|
|
|
11
|
|
$65K
|
–
|
–
|
–
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$60K
|
-$1.61K
|
-21
|
-1%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$60K
|
+$119K
|
+1,549
|
New
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$58K
|
-$9.59K
|
-125
|
-8%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$51K
|
+$102K
|
+1,327
|
New
|
|
|
16
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$18K
|
+$537
|
+7
|
+2%
|
|
|
17
|
Ancora Advisors
Cleveland,
Ohio
|
$11K
|
+$22.2K
|
+290
|
New
|
|
|
18
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$6K
|
+$11.1K
|
+145
|
New
|
|
|
19
|
IFP Advisors
Tampa,
Florida
|
$1K
|
+$2.91K
|
+38
|
New
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
–
|
-$476K
|
-4,969
|
Closed
|
|
|
21
|
Bell & Brown Wealth Advisors
Newport Beach,
California
|
–
|
-$390K
|
-3,919
|
Closed
|
|
