|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$48.9M
|
+$47.5M
|
+3,152,072
|
New
|
|
|
2
|
Cobblestone Capital Advisors
Rochester,
New York
|
$20.9M
|
+$20.3M
|
+1,344,298
|
New
|
|
|
3
|
Vigilant Capital Management
Portland,
Maine
|
$6.62M
|
+$2.37M
|
+157,262
|
+58%
|
|
|
4
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$4.73M
|
+$683K
|
+45,342
|
+17%
|
|
|
5
|
ProVise Management Group
Clearwater,
Florida
|
$3.81M
|
+$810K
|
+53,770
|
+28%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.71M
|
+$948K
|
+62,904
|
+134%
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$1.09M
|
+$1.06M
|
+70,092
|
New
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$829K
|
+$335K
|
+22,260
|
+71%
|
|
|
9
|
WESPAC Advisors
Orinda,
California
|
$620K
|
-$31.7K
|
-2,106
|
-5%
|
|
|
10
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$489K
|
–
|
–
|
–
|
|
|
11
|
|
$473K
|
+$459K
|
+30,464
|
New
|
|
|
12
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$464K
|
+$36.3K
|
+2,410
|
+9%
|
|
|
13
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$382K
|
+$345K
|
+22,884
|
+1,297%
|
|
|
14
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$344K
|
+$317K
|
+21,038
|
+1,885%
|
|
|
15
|
Financial Consulate
Hunt Valley,
Maryland
|
$312K
|
-$411K
|
-27,300
|
-58%
|
|
|
16
|
Mariner
Overland Park,
Kansas
|
$261K
|
–
|
–
|
–
|
|
|
17
|
LVW Advisors
Pittsford,
New York
|
$240K
|
+$18K
|
+1,196
|
+8%
|
|
|
18
|
|
$65K
|
–
|
–
|
–
|
|
|
19
|
Old National Bancorp
Evansville,
Indiana
|
$57K
|
+$55K
|
+3,650
|
New
|
|
|
20
|
US Bancorp
Minneapolis,
Minnesota
|
$39K
|
–
|
–
|
–
|
|
|
21
|
TCI Wealth Advisors
Tucson,
Arizona
|
$24K
|
-$34.7K
|
-2,304
|
-60%
|
|
|
22
|
Gemmer Asset Management
Walnut Creek,
California
|
$16K
|
–
|
–
|
–
|
|
|
23
|
Creative Planning
Overland Park,
Kansas
|
$15K
|
–
|
–
|
–
|
|
|
24
|
Stancorp Investment Advisers
Portland,
Oregon
|
$12K
|
+$6.03K
|
+400
|
+100%
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
$12K
|
+$12.1K
|
+800
|
New
|
|
