|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$383M
|
+$48.7M
|
+1,716,429
|
+15%
|
|
|
2
|
Avalon Capital Management
Port Of Redwood City,
California
|
$4M
|
+$3.87M
|
+136,415
|
New
|
|
|
3
|
Citadel Advisors
Miami,
Florida
|
$3.12M
|
+$3.02M
|
+106,422
|
New
|
|
|
4
|
United Capital Financial Advisors
Irving,
Texas
|
$2.76M
|
+$104K
|
+3,675
|
+4%
|
|
|
5
|
|
$2.75M
|
-$6.4M
|
-225,506
|
-71%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$822K
|
+$405K
|
+14,272
|
+103%
|
|
|
7
|
Asset Dedication LLC
San Francisco,
California
|
$741K
|
-$3.92K
|
-138
|
-0.5%
|
|
|
8
|
Cabot Wealth Management
Salem,
Massachusetts
|
$664K
|
+$19.6K
|
+692
|
+3%
|
|
|
9
|
Domani Wealth
Lancaster,
Pennsylvania
|
$556K
|
-$164K
|
-5,782
|
-23%
|
|
|
10
|
Brouwer & Janachowski
Mill Valley,
California
|
$504K
|
-$4.88K
|
-172
|
-1%
|
|
|
11
|
West Coast Financial
Santa Barbara,
California
|
$502K
|
-$290K
|
-10,219
|
-37%
|
|
|
12
|
Ironwood Investment Counsel
Scottsdale,
Arizona
|
$264K
|
–
|
–
|
–
|
|
|
13
|
Aviance Capital Partners
Naples,
Florida
|
$264K
|
+$13.6K
|
+480
|
+6%
|
|
|
14
|
SOL Capital Management
Rockville,
Maryland
|
$252K
|
+$244K
|
+8,590
|
New
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$232K
|
-$528K
|
-18,609
|
-70%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$169K
|
-$80.6K
|
-2,839
|
-33%
|
|
|
17
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$167K
|
+$73.2K
|
+2,578
|
+83%
|
|
|
18
|
|
$88K
|
–
|
–
|
–
|
|
|
19
|
Stanford Investment Group
Mountain View,
California
|
$59K
|
–
|
–
|
–
|
|
|
20
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$53K
|
+$51.8K
|
+1,825
|
New
|
|
|
21
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$17K
|
+$17.1K
|
+602
|
New
|
|
|
22
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$15K
|
+$14.2K
|
+500
|
New
|
|
|
23
|
Tortoise Investment Management
White Plains,
New York
|
$10K
|
–
|
–
|
–
|
|
|
24
|
|
$10K
|
+$2.75K
|
+97
|
+43%
|
|
|
25
|
Advisor Group
Phoenix,
Arizona
|
$6K
|
–
|
–
|
–
|
|
