|
1
|
Cambridge Associates
Boston,
Massachusetts
|
$9.04M
|
+$9.71M
|
+210,185
|
New
|
|
|
2
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$4.35M
|
+$4.67M
|
+101,091
|
New
|
|
|
3
|
|
$2.46M
|
+$2.18M
|
+47,236
|
+477%
|
|
|
4
|
Equitable Trust
Nashville,
Tennessee
|
$2.01M
|
+$2.16M
|
+46,782
|
New
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$1.67M
|
+$1.8M
|
+38,861
|
New
|
|
|
6
|
CPWM LLC
Seattle,
Washington
|
$1.41M
|
+$1.51M
|
+32,750
|
New
|
|
|
7
|
Tower Research Capital (TRC)
New York
|
$1.1M
|
-$2.23M
|
-48,229
|
-65%
|
|
|
8
|
Retirement Capital Strategies
San Jose,
California
|
$966K
|
+$1.04M
|
+22,474
|
New
|
|
|
9
|
D.A. Davidson & Co
Great Falls,
Montana
|
$791K
|
+$850K
|
+18,400
|
New
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$443K
|
+$477K
|
+10,315
|
New
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$441K
|
+$474K
|
+10,248
|
New
|
|
|
12
|
Vanguard Group
Malvern,
Pennsylvania
|
$323K
|
+$138K
|
+2,977
|
+66%
|
|
|
13
|
Steinberg Global Asset Management
Boca Raton,
Florida
|
$276K
|
+$297K
|
+6,430
|
New
|
|
|
14
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$123K
|
+$133K
|
+2,872
|
New
|
|
|
15
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$93K
|
+$99.6K
|
+2,156
|
New
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$75K
|
+$11.6K
|
+250
|
+17%
|
|
|
17
|
Advisornet Financial
Minnetonka,
Minnesota
|
$56K
|
+$60.1K
|
+1,300
|
New
|
|
|
18
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$9K
|
+$3.7K
|
+80
|
+62%
|
|
|
19
|
TD Capital Management
Memphis,
Tennessee
|
$9K
|
+$10.1K
|
+219
|
New
|
|
|
20
|
McIlrath & Eck
Arlington,
Washington
|
$3K
|
+$2.77K
|
+60
|
New
|
|
|
21
|
Creative Financial Designs
Kokomo,
Indiana
|
$2K
|
–
|
–
|
–
|
|
|
22
|
Advisor Group
Phoenix,
Arizona
|
$2K
|
+$1.76K
|
+38
|
New
|
|
