|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$153M
|
+$50.3M
|
+2,410,163
|
+43%
|
|
|
2
|
United Services Automobile Association
San Antonio,
Texas
|
$16.5M
|
+$3.71M
|
+178,100
|
+26%
|
|
|
3
|
Vigilant Capital Management
Portland,
Maine
|
$14.6M
|
-$3.22M
|
-154,387
|
-17%
|
|
|
4
|
Foster & Motley
Cincinnati,
Ohio
|
$8.37M
|
-$2.54M
|
-121,610
|
-22%
|
|
|
5
|
|
$2.3M
|
+$1.31M
|
+62,751
|
+108%
|
|
|
6
|
Citadel Advisors
Miami,
Florida
|
$1.85M
|
+$2.03M
|
+97,254
|
New
|
|
|
7
|
Sigma Investment Management
Portland,
Oregon
|
$1.75M
|
-$1.42K
|
-68
|
-0.1%
|
|
|
8
|
United Capital Financial Advisors
Irving,
Texas
|
$1.43M
|
+$519K
|
+24,884
|
+50%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.29M
|
+$1.41M
|
+67,855
|
New
|
|
|
10
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$1.28M
|
-$143K
|
-6,858
|
-9%
|
|
|
11
|
Cabot Wealth Management
Salem,
Massachusetts
|
$563K
|
+$151K
|
+7,227
|
+32%
|
|
|
12
|
Domani Wealth
Lancaster,
Pennsylvania
|
$307K
|
+$92.5K
|
+4,435
|
+38%
|
|
|
13
|
Parsons Capital Management
Providence,
Rhode Island
|
$300K
|
+$12.7K
|
+611
|
+4%
|
|
|
14
|
Cahill Financial Advisors
Edina,
Minnesota
|
$277K
|
+$302K
|
+14,490
|
New
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$246K
|
-$750K
|
-35,990
|
-74%
|
|
|
16
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$147K
|
+$17.7K
|
+850
|
+12%
|
|
|
17
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$45K
|
+$7.09K
|
+340
|
+17%
|
|
|
18
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$28K
|
–
|
–
|
–
|
|
|
19
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$28K
|
–
|
–
|
–
|
|
|
20
|
Pittenger & Anderson Inc
Lincoin,
Nebraska
|
$19K
|
+$21.1K
|
+1,010
|
New
|
|
|
21
|
American International Group
New York
|
$5K
|
–
|
–
|
–
|
|
|
22
|
MSI Financial Services
Springfield,
Massachusetts
|
$4K
|
–
|
–
|
–
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
$2K
|
–
|
–
|
–
|
|
|
24
|
Wealthfront
Palo Alto,
California
|
–
|
+$21
|
+1
|
+8%
|
|
|
25
|
SignatureFD
Atlanta,
Georgia
|
–
|
+$542
|
+26
|
New
|
|
