|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$6.51M
|
-$594K
|
-10,996
|
-8%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$2.42M
|
+$39.2K
|
+726
|
+2%
|
|
|
3
|
|
$2.12M
|
+$1.83M
|
+33,980
|
+644%
|
|
|
4
|
Zacks Investment Management
Chicago,
Illinois
|
$840K
|
-$31.5K
|
-584
|
-4%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$535K
|
+$130K
|
+2,416
|
+32%
|
|
|
6
|
Symphony Financial
Houston,
Texas
|
$506K
|
+$83.3K
|
+1,542
|
+20%
|
|
|
7
|
Charles Schwab Trust
Henderson,
Nevada
|
$492K
|
-$52.9K
|
-979
|
-10%
|
|
|
8
|
Bell & Brown Wealth Advisors
Newport Beach,
California
|
$211K
|
+$200K
|
+3,706
|
New
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$160K
|
+$77.8K
|
+1,441
|
+93%
|
|
|
10
|
|
$153K
|
+$47.9K
|
+887
|
+46%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$145K
|
+$61.7K
|
+1,143
|
+74%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$112K
|
+$32.3K
|
+598
|
+41%
|
|
|
13
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$83.4K
|
+$88.3K
|
+1,636
|
New
|
|
|
14
|
Ancora Advisors
Cleveland,
Ohio
|
$16K
|
-$54
|
-1
|
-0.3%
|
|
|
15
|
IFP Advisors
Tampa,
Florida
|
$2K
|
-$54
|
-1
|
-3%
|
|
|
16
|
Parallel Advisors
San Francisco,
California
|
$2K
|
+$2.43K
|
+45
|
New
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$529K
|
-13,564
|
Closed
|
|
|
18
|
Rockland Trust
Hanover,
Massachusetts
|
–
|
-$519K
|
-13,284
|
Closed
|
|
|
19
|
|
–
|
-$65K
|
-1,671
|
Closed
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
–
|
-$51K
|
-1,327
|
Closed
|
|
|
21
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
–
|
-$18K
|
-455
|
Closed
|
|
|
22
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
–
|
-$6K
|
-145
|
Closed
|
|
