|
1
|
Vanguard Group
Malvern,
Pennsylvania
|
$2.28M
|
+$2.4M
|
+51,220
|
New
|
|
|
2
|
Retirement Capital Strategies
San Jose,
California
|
$1.97M
|
+$2.08M
|
+44,367
|
New
|
|
|
3
|
Flow Traders U.S.
New York
|
$1.95M
|
-$1.62M
|
-34,591
|
-44%
|
|
|
4
|
CPWM LLC
Seattle,
Washington
|
$1.45M
|
+$1.53M
|
+32,640
|
New
|
|
|
5
|
Cambridge Associates
Boston,
Massachusetts
|
$995K
|
+$1.05M
|
+22,416
|
New
|
|
|
6
|
Human Investing
Lake Oswego,
Oregon
|
$981K
|
+$1.03M
|
+22,049
|
New
|
|
|
7
|
Gould Asset Management
Claremont,
California
|
$649K
|
+$682K
|
+14,575
|
New
|
|
|
8
|
Caprock Group
Boise,
Idaho
|
$455K
|
+$478K
|
+10,214
|
New
|
|
|
9
|
Bartlett & Co
Cincinnati,
Ohio
|
$445K
|
+$468K
|
+10,000
|
New
|
|
|
10
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$445K
|
+$468K
|
+10,000
|
New
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$418K
|
+$440K
|
+9,391
|
New
|
|
|
12
|
Colony Group
Boston,
Massachusetts
|
$391K
|
+$412K
|
+8,795
|
New
|
|
|
13
|
MML Investors Services
Springfield,
Massachusetts
|
$251K
|
+$264K
|
+5,641
|
New
|
|
|
14
|
Equitable Trust
Nashville,
Tennessee
|
$228K
|
+$240K
|
+5,124
|
New
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$205K
|
+$216K
|
+4,616
|
New
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$53K
|
+$51.7K
|
+1,105
|
+1,105%
|
|
|
17
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$52K
|
+$55.1K
|
+1,176
|
New
|
|
|
18
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$36K
|
+$38.4K
|
+820
|
New
|
|
|
19
|
Elmwood Wealth Management
Berkeley,
California
|
$27K
|
+$28.1K
|
+600
|
New
|
|
|
20
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$7K
|
+$7.4K
|
+158
|
New
|
|
|
21
|
Creative Financial Designs
Kokomo,
Indiana
|
$2K
|
–
|
–
|
–
|
|
|
22
|
Advisor Group
Phoenix,
Arizona
|
$1K
|
+$562
|
+12
|
New
|
|
|
23
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
–
|
-$7.96M
|
-169,979
|
-100%
|
|
|
24
|
|
–
|
-$578K
|
-11,417
|
Closed
|
|
