|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$307M
|
+$55.9M
|
+2,047,834
|
+22%
|
|
|
2
|
|
$8.62M
|
+$2.32M
|
+84,910
|
+36%
|
|
|
3
|
United Capital Financial Advisors
Irving,
Texas
|
$2.45M
|
-$11.4K
|
-417
|
-0.5%
|
|
|
4
|
West Coast Financial
Santa Barbara,
California
|
$739K
|
+$747K
|
+27,372
|
New
|
|
|
5
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$716K
|
+$724K
|
+26,533
|
New
|
|
|
6
|
Asset Dedication LLC
San Francisco,
California
|
$688K
|
-$67.6K
|
-2,480
|
-9%
|
|
|
7
|
Domani Wealth
Lancaster,
Pennsylvania
|
$668K
|
-$31.8K
|
-1,164
|
-4%
|
|
|
8
|
Cabot Wealth Management
Salem,
Massachusetts
|
$593K
|
+$47.9K
|
+1,756
|
+9%
|
|
|
9
|
Brouwer & Janachowski
Mill Valley,
California
|
$469K
|
-$5.26K
|
-193
|
-1%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$372K
|
+$375K
|
+13,764
|
+45,880%
|
|
|
11
|
Ironwood Investment Counsel
Scottsdale,
Arizona
|
$243K
|
–
|
–
|
–
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$232K
|
+$28.7K
|
+1,053
|
+14%
|
|
|
13
|
Aviance Capital Partners
Naples,
Florida
|
$230K
|
+$19.2K
|
+703
|
+9%
|
|
|
14
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$84K
|
+$81.2K
|
+2,976
|
+2,172%
|
|
|
15
|
|
$81K
|
–
|
–
|
–
|
|
|
16
|
Stanford Investment Group
Mountain View,
California
|
$54K
|
–
|
–
|
–
|
|
|
17
|
Tortoise Investment Management
White Plains,
New York
|
$9K
|
+$9.41K
|
+345
|
New
|
|
|
18
|
Sonora Investment Management
Tucson,
Arizona
|
$7.02K
|
+$7.09K
|
+260
|
New
|
|
|
19
|
|
$6K
|
+$1.75K
|
+64
|
+39%
|
|
|
20
|
|
$6K
|
+$5.18K
|
+190
|
+704%
|
|
|
21
|
Creative Planning
Overland Park,
Kansas
|
$5K
|
-$355
|
-13
|
-7%
|
|
|
22
|
|
$5K
|
+$4.72K
|
+173
|
New
|
|
|
23
|
Advisor Group
Phoenix,
Arizona
|
$5K
|
+$5.46K
|
+200
|
New
|
|
|
24
|
IFP Advisors
Tampa,
Florida
|
$3K
|
+$2.59K
|
+95
|
New
|
|
|
25
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3K
|
+$2.89K
|
+106
|
New
|
|
