|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$249M
|
+$32.1M
|
+1,277,150
|
+16%
|
|
|
2
|
|
$6.28M
|
+$5.36M
|
+213,387
|
+1,014%
|
|
|
3
|
Virtu KCG Holdings
New York
|
$3.6M
|
+$3.38M
|
+134,548
|
New
|
|
|
4
|
United Capital Financial Advisors
Irving,
Texas
|
$2.44M
|
-$42.3K
|
-1,683
|
-2%
|
|
|
5
|
Asset Dedication LLC
San Francisco,
California
|
$751K
|
-$3.24K
|
-129
|
-0.5%
|
|
|
6
|
Domani Wealth
Lancaster,
Pennsylvania
|
$695K
|
–
|
–
|
–
|
|
|
7
|
Cabot Wealth Management
Salem,
Massachusetts
|
$542K
|
+$286K
|
+11,392
|
+129%
|
|
|
8
|
Atria Investments
Charlotte,
North Carolina
|
$540K
|
+$128K
|
+5,088
|
+34%
|
|
|
9
|
Brouwer & Janachowski
Mill Valley,
California
|
$471K
|
+$7.81K
|
+311
|
+2%
|
|
|
10
|
Ironwood Investment Counsel
Scottsdale,
Arizona
|
$241K
|
–
|
–
|
–
|
|
|
11
|
Aviance Capital Partners
Naples,
Florida
|
$210K
|
+$197K
|
+7,832
|
New
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$202K
|
+$20K
|
+796
|
+12%
|
|
|
13
|
|
$80K
|
–
|
–
|
–
|
|
|
14
|
Stanford Investment Group
Mountain View,
California
|
$54K
|
+$50.2K
|
+2,000
|
New
|
|
|
15
|
Creative Planning
Overland Park,
Kansas
|
$5K
|
+$3.06K
|
+122
|
+167%
|
|
|
16
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$4K
|
+$3.44K
|
+137
|
New
|
|
|
17
|
|
$4K
|
+$3.72K
|
+148
|
+925%
|
|
|
18
|
Vigilant Capital Management
Portland,
Maine
|
$1K
|
-$8.58M
|
-341,544
|
-100%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1K
|
-$246K
|
-9,780
|
-100%
|
|
|
20
|
|
$1K
|
+$678
|
+27
|
New
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$1.57M
|
-59,308
|
Closed
|
|
|
22
|
MSI Financial Services
Springfield,
Massachusetts
|
–
|
-$27K
|
-1,000
|
Closed
|
|
|
23
|
SignatureFD
Atlanta,
Georgia
|
–
|
-$13K
|
-491
|
Closed
|
|
|
24
|
Bessemer Group
Woodbridge,
New Jersey
|
–
|
-$10K
|
-359
|
Closed
|
|
|
25
|
IFP Advisors
Tampa,
Florida
|
–
|
-$5K
|
-185
|
Closed
|
|
