|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$207M
|
+$65M
|
+3,259,365
|
+41%
|
|
|
2
|
Vigilant Capital Management
Portland,
Maine
|
$15.8M
|
+$2M
|
+100,276
|
+13%
|
|
|
3
|
United Services Automobile Association
San Antonio,
Texas
|
$15.8M
|
–
|
–
|
–
|
|
|
4
|
Foster & Motley
Cincinnati,
Ohio
|
$10.2M
|
+$2.29M
|
+114,669
|
+26%
|
|
|
5
|
Kinsight LLC
Birmingham,
Alabama
|
$5.24M
|
+$5.71M
|
+285,973
|
New
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.96M
|
+$1.87M
|
+93,705
|
+138%
|
|
|
7
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.41M
|
+$1.54M
|
+77,073
|
New
|
|
|
8
|
United Capital Financial Advisors
Irving,
Texas
|
$1.13M
|
-$273K
|
-13,672
|
-18%
|
|
|
9
|
Asset Dedication LLC
San Francisco,
California
|
$1.12M
|
+$1.22M
|
+61,299
|
New
|
|
|
10
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$827K
|
-$439K
|
-22,023
|
-33%
|
|
|
11
|
Girard Securities
San Diego,
California
|
$739K
|
+$808K
|
+40,473
|
New
|
|
|
12
|
Cabot Wealth Management
Salem,
Massachusetts
|
$703K
|
+$176K
|
+8,805
|
+30%
|
|
|
13
|
Cahill Financial Advisors
Edina,
Minnesota
|
$501K
|
+$256K
|
+12,822
|
+88%
|
|
|
14
|
Domani Wealth
Lancaster,
Pennsylvania
|
$383K
|
+$95.1K
|
+4,767
|
+30%
|
|
|
15
|
Parsons Capital Management
Providence,
Rhode Island
|
$336K
|
+$51.7K
|
+2,591
|
+16%
|
|
|
16
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$128K
|
-$14.1K
|
-706
|
-9%
|
|
|
17
|
Pittenger & Anderson Inc
Lincoin,
Nebraska
|
$24K
|
+$5.73K
|
+287
|
+28%
|
|
|
18
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$22K
|
-$23.6K
|
-1,182
|
-50%
|
|
|
19
|
Bessemer Group
Woodbridge,
New Jersey
|
$22K
|
+$23.7K
|
+1,186
|
New
|
|
|
20
|
SignatureFD
Atlanta,
Georgia
|
$14K
|
+$15K
|
+752
|
+2,892%
|
|
|
21
|
American International Group
New York
|
$5K
|
–
|
–
|
–
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3K
|
-$254K
|
-12,708
|
-99%
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
$2K
|
+$259
|
+13
|
+13%
|
|
|
24
|
|
–
|
-$2.3M
|
-120,691
|
Closed
|
|
|
25
|
Citadel Advisors
Miami,
Florida
|
–
|
-$1.85M
|
-97,254
|
Closed
|
|
