|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$184M
|
+$139M
|
+8,978,718
|
+285%
|
|
|
2
|
Cobblestone Capital Advisors
Rochester,
New York
|
$24M
|
+$3.69M
|
+237,934
|
+18%
|
|
|
3
|
Vigilant Capital Management
Portland,
Maine
|
$7.33M
|
+$865K
|
+55,770
|
+13%
|
|
|
4
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$6.06M
|
+$1.47M
|
+94,496
|
+31%
|
|
|
5
|
United Capital Financial Advisors
Irving,
Texas
|
$4.4M
|
+$4.5M
|
+290,038
|
New
|
|
|
6
|
ProVise Management Group
Clearwater,
Florida
|
$4.07M
|
+$351K
|
+22,642
|
+9%
|
|
|
7
|
|
$2.34M
|
+$1.92M
|
+123,780
|
+406%
|
|
|
8
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$1.04M
|
+$724K
|
+46,668
|
+211%
|
|
|
9
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$487K
|
+$33.4K
|
+2,150
|
+7%
|
|
|
10
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$478K
|
–
|
–
|
–
|
|
|
11
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$388K
|
+$14.2K
|
+914
|
+4%
|
|
|
12
|
WESPAC Advisors
Orinda,
California
|
$355K
|
-$257K
|
-16,538
|
-41%
|
|
|
13
|
Financial Consulate
Hunt Valley,
Maryland
|
$304K
|
-$1.3K
|
-84
|
-0.4%
|
|
|
14
|
Mariner
Overland Park,
Kansas
|
$255K
|
–
|
–
|
–
|
|
|
15
|
LVW Advisors
Pittsford,
New York
|
$238K
|
+$2.98K
|
+192
|
+1%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$193K
|
-$631K
|
-40,692
|
-76%
|
|
|
17
|
Madden Advisory Services
Jacksonville,
Florida
|
$135K
|
+$138K
|
+8,920
|
New
|
|
|
18
|
|
$64K
|
–
|
–
|
–
|
|
|
19
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$44K
|
+$45K
|
+2,900
|
New
|
|
|
20
|
US Bancorp
Minneapolis,
Minnesota
|
$38K
|
–
|
–
|
–
|
|
|
21
|
Managed Account Advisors
Jersey City,
New Jersey
|
$29K
|
+$29.3K
|
+1,886
|
New
|
|
|
22
|
TCI Wealth Advisors
Tucson,
Arizona
|
$24K
|
–
|
–
|
–
|
|
|
23
|
Tower Research Capital (TRC)
New York
|
$16K
|
+$16.4K
|
+1,058
|
New
|
|
|
24
|
Gemmer Asset Management
Walnut Creek,
California
|
$15K
|
–
|
–
|
–
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
$12K
|
–
|
–
|
–
|
|
