|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$214M
|
+$51.7M
|
+1,926,648
|
+32%
|
|
|
2
|
Vigilant Capital Management
Portland,
Maine
|
$9.09M
|
+$140K
|
+5,222
|
+2%
|
|
|
3
|
United Capital Financial Advisors
Irving,
Texas
|
$2.47M
|
+$195K
|
+7,273
|
+9%
|
|
|
4
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.57M
|
-$1.17M
|
-43,525
|
-42%
|
|
|
5
|
Asset Dedication LLC
San Francisco,
California
|
$750K
|
+$755K
|
+28,166
|
New
|
|
|
6
|
Domani Wealth
Lancaster,
Pennsylvania
|
$690K
|
+$164K
|
+6,097
|
+31%
|
|
|
7
|
|
$560K
|
-$4.43M
|
-165,024
|
-89%
|
|
|
8
|
Brouwer & Janachowski
Mill Valley,
California
|
$459K
|
+$463K
|
+17,259
|
New
|
|
|
9
|
Atria Investments
Charlotte,
North Carolina
|
$376K
|
+$25.3K
|
+943
|
+7%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$261K
|
+$263K
|
+9,810
|
New
|
|
|
11
|
Ironwood Investment Counsel
Scottsdale,
Arizona
|
$239K
|
–
|
–
|
–
|
|
|
12
|
Cabot Wealth Management
Salem,
Massachusetts
|
$235K
|
+$20.6K
|
+769
|
+10%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$180K
|
+$181K
|
+6,754
|
New
|
|
|
14
|
|
$80K
|
–
|
–
|
–
|
|
|
15
|
MSI Financial Services
Springfield,
Massachusetts
|
$27K
|
+$26.8K
|
+1,000
|
New
|
|
|
16
|
SignatureFD
Atlanta,
Georgia
|
$13K
|
+$12.6K
|
+469
|
+2,132%
|
|
|
17
|
Bessemer Group
Woodbridge,
New Jersey
|
$10K
|
+$9.63K
|
+359
|
New
|
|
|
18
|
IFP Advisors
Tampa,
Florida
|
$5K
|
+$4.96K
|
+185
|
New
|
|
|
19
|
Creative Planning
Overland Park,
Kansas
|
$2K
|
+$1.96K
|
+73
|
New
|
|
|
20
|
American International Group
New York
|
$1K
|
+$912
|
+34
|
New
|
|
|
21
|
Virtu KCG Holdings
New York
|
–
|
-$2.57M
|
-100,615
|
Closed
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$29K
|
-1,148
|
Closed
|
|
|
23
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
–
|
-$22K
|
-850
|
Closed
|
|
|
24
|
|
–
|
-$5K
|
-180
|
Closed
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
–
|
+$322
|
+12
|
New
|
|
