|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$135M
|
+$102M
|
+4,062,564
|
+260%
|
|
|
2
|
Vigilant Capital Management
Portland,
Maine
|
$22M
|
+$478K
|
+19,023
|
+2%
|
|
|
3
|
United Services Automobile Association
San Antonio,
Texas
|
$16.5M
|
+$9.94M
|
+395,400
|
+134%
|
|
|
4
|
Foster & Motley
Cincinnati,
Ohio
|
$13.5M
|
-$86K
|
-3,422
|
-0.6%
|
|
|
5
|
Sigma Investment Management
Portland,
Oregon
|
$2.21M
|
-$113K
|
-4,502
|
-5%
|
|
|
6
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$1.77M
|
+$1.69M
|
+67,297
|
+1,002%
|
|
|
7
|
|
$1.39M
|
-$1.67M
|
-66,473
|
-53%
|
|
|
8
|
United Capital Financial Advisors
Irving,
Texas
|
$1.2M
|
+$1.26M
|
+50,176
|
New
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.17M
|
+$1.23M
|
+48,878
|
New
|
|
|
10
|
Cabot Wealth Management
Salem,
Massachusetts
|
$535K
|
+$561K
|
+22,309
|
New
|
|
|
11
|
Parsons Capital Management
Providence,
Rhode Island
|
$363K
|
+$2.71K
|
+108
|
+0.7%
|
|
|
12
|
Domani Wealth
Lancaster,
Pennsylvania
|
$280K
|
+$294K
|
+11,685
|
New
|
|
|
13
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$164K
|
+$704
|
+28
|
+0.4%
|
|
|
14
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$49K
|
+$21.2K
|
+842
|
+70%
|
|
|
15
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$36K
|
+$37.3K
|
+1,484
|
New
|
|
|
16
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$36K
|
+$37.7K
|
+1,500
|
New
|
|
|
17
|
American International Group
New York
|
$6.47K
|
–
|
–
|
–
|
|
|
18
|
MSI Financial Services
Springfield,
Massachusetts
|
$5K
|
+$5.03K
|
+200
|
New
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$2K
|
–
|
–
|
–
|
|
|
20
|
Boston Advisors
Boston,
Massachusetts
|
–
|
-$214K
|
-9,100
|
Closed
|
|
|
21
|
Wealthfront
Palo Alto,
California
|
–
|
+$327
|
+13
|
New
|
|
