|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$437M
|
+$66.4M
|
+2,316,292
|
+18%
|
|
|
2
|
|
$14M
|
+$11.5M
|
+400,270
|
+427%
|
|
|
3
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$12.7M
|
+$12.6M
|
+439,723
|
+5,549%
|
|
|
4
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$2.79M
|
+$2.66M
|
+92,588
|
+1,627%
|
|
|
5
|
United Capital Financial Advisors
Irving,
Texas
|
$2.77M
|
+$94.6K
|
+3,298
|
+3%
|
|
|
6
|
Cabot Wealth Management
Salem,
Massachusetts
|
$876K
|
+$235K
|
+8,192
|
+36%
|
|
|
7
|
Merriman Wealth Management
Seattle,
Washington
|
$834K
|
+$843K
|
+29,400
|
New
|
|
|
8
|
Virtu KCG Holdings
New York
|
$817K
|
+$826K
|
+28,784
|
New
|
|
|
9
|
Asset Dedication LLC
San Francisco,
California
|
$693K
|
-$29.5K
|
-1,028
|
-4%
|
|
|
10
|
Brouwer & Janachowski
Mill Valley,
California
|
$488K
|
–
|
–
|
–
|
|
|
11
|
Aviance Capital Partners
Naples,
Florida
|
$371K
|
+$117K
|
+4,072
|
+45%
|
|
|
12
|
Private Advisor Group
Morristown,
New Jersey
|
$288K
|
+$283K
|
+9,868
|
New
|
|
|
13
|
LVW Advisors
Pittsford,
New York
|
$282K
|
+$285K
|
+9,922
|
New
|
|
|
14
|
SOL Capital Management
Rockville,
Maryland
|
$266K
|
+$22.9K
|
+800
|
+9%
|
|
|
15
|
Ironwood Investment Counsel
Scottsdale,
Arizona
|
$255K
|
–
|
–
|
–
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$247K
|
+$84.3K
|
+2,939
|
+51%
|
|
|
17
|
Domani Wealth
Lancaster,
Pennsylvania
|
$241K
|
-$301K
|
-10,490
|
-55%
|
|
|
18
|
Old Mission Capital
Chicago,
Illinois
|
$222K
|
+$224K
|
+7,805
|
New
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$137K
|
-$667K
|
-23,242
|
-83%
|
|
|
20
|
|
$85K
|
–
|
–
|
–
|
|
|
21
|
Stanford Investment Group
Mountain View,
California
|
$57K
|
–
|
–
|
–
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$23K
|
+$23.3K
|
+812
|
New
|
|
|
23
|
|
$22K
|
+$19.5K
|
+681
|
+668%
|
|
|
24
|
Creative Planning
Overland Park,
Kansas
|
$18K
|
+$14.7K
|
+513
|
+471%
|
|
|
25
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$17K
|
–
|
–
|
–
|
|
