|
1
|
Cambridge Associates
Boston,
Massachusetts
|
$10.3M
|
–
|
–
|
–
|
|
|
2
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$4.92M
|
-$35.3K
|
-751
|
-0.7%
|
|
|
3
|
|
$3.51M
|
+$678K
|
+14,399
|
+25%
|
|
|
4
|
Equitable Trust
Nashville,
Tennessee
|
$2.64M
|
+$332K
|
+7,061
|
+15%
|
|
|
5
|
Retirement Capital Strategies
San Jose,
California
|
$2M
|
+$93K
|
+1,975
|
+9%
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$1.91M
|
–
|
–
|
–
|
|
|
7
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$1.66M
|
+$1.57M
|
+33,361
|
New
|
|
|
8
|
CPWM LLC
Seattle,
Washington
|
$1.61M
|
–
|
–
|
–
|
|
|
9
|
Vanguard Group
Malvern,
Pennsylvania
|
$1.13M
|
+$732K
|
+15,559
|
+207%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$938K
|
+$899K
|
+19,105
|
New
|
|
|
11
|
D.A. Davidson & Co
Great Falls,
Montana
|
$903K
|
–
|
–
|
–
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$798K
|
+$280K
|
+5,952
|
+58%
|
|
|
13
|
RWA Wealth Partners
Newton,
Massachusetts
|
$790K
|
+$758K
|
+16,102
|
New
|
|
|
14
|
Tower Research Capital (TRC)
New York
|
$633K
|
-$596K
|
-12,661
|
-50%
|
|
|
15
|
Elm Advisors
Burlingame,
California
|
$618K
|
+$593K
|
+12,590
|
New
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$583K
|
+$559K
|
+11,882
|
New
|
|
|
17
|
SG Americas Securities
New York
|
$491K
|
+$471K
|
+10,000
|
New
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$443K
|
+$425K
|
+9,025
|
New
|
|
|
19
|
Steinberg Global Asset Management
Boca Raton,
Florida
|
$316K
|
–
|
–
|
–
|
|
|
20
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$290K
|
+$278K
|
+5,899
|
New
|
|
|
21
|
Shufro Rose & Co
New York
|
$285K
|
+$273K
|
+5,800
|
New
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$284K
|
+$190K
|
+4,030
|
+230%
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
$268K
|
-$225K
|
-4,788
|
-47%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$202K
|
+$194K
|
+4,113
|
New
|
|
|
25
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$168K
|
+$25.5K
|
+541
|
+19%
|
|
