|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$156M
|
+$33M
|
+1,227,359
|
+25%
|
|
|
2
|
Vigilant Capital Management
Portland,
Maine
|
$8.59M
|
+$56K
|
+2,080
|
+0.6%
|
|
|
3
|
|
$4.75M
|
+$5.01M
|
+186,077
|
New
|
|
|
4
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.63M
|
-$3.51M
|
-130,604
|
-56%
|
|
|
5
|
Virtu KCG Holdings
New York
|
$2.57M
|
+$2.71M
|
+100,615
|
New
|
|
|
6
|
United Capital Financial Advisors
Irving,
Texas
|
$2.18M
|
+$636K
|
+23,619
|
+38%
|
|
|
7
|
Domani Wealth
Lancaster,
Pennsylvania
|
$506K
|
+$154K
|
+5,729
|
+41%
|
|
|
8
|
Atria Investments
Charlotte,
North Carolina
|
$360K
|
+$380K
|
+14,119
|
New
|
|
|
9
|
Ironwood Investment Counsel
Scottsdale,
Arizona
|
$229K
|
–
|
–
|
–
|
|
|
10
|
Cabot Wealth Management
Salem,
Massachusetts
|
$206K
|
+$1.43K
|
+53
|
+0.7%
|
|
|
11
|
|
$77K
|
–
|
–
|
–
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$29K
|
+$30.9K
|
+1,148
|
New
|
|
|
13
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$22K
|
–
|
–
|
–
|
|
|
14
|
|
$5K
|
+$81
|
+3
|
+2%
|
|
|
15
|
SignatureFD
Atlanta,
Georgia
|
$1K
|
+$592
|
+22
|
New
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
–
|
-$4.89M
|
-175,535
|
Closed
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$24K
|
-855
|
Closed
|
|
|
18
|
MSI Financial Services
Springfield,
Massachusetts
|
–
|
-$6K
|
-200
|
Closed
|
|
|
19
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
–
|
-$3K
|
-100
|
Closed
|
|
|
20
|
Brouwer & Janachowski
Mill Valley,
California
|
–
|
-$2K
|
-62
|
Closed
|
|
|
21
|
Wealthfront
Palo Alto,
California
|
–
|
-$242
|
-9
|
-47%
|
|
