|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$193M
|
+$30.4M
|
+2,084,316
|
+17%
|
|
|
2
|
Cobblestone Capital Advisors
Rochester,
New York
|
$22.1M
|
+$566K
|
+38,852
|
+2%
|
|
|
3
|
Vigilant Capital Management
Portland,
Maine
|
$6.86M
|
+$313K
|
+21,470
|
+4%
|
|
|
4
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$6.83M
|
+$1.5M
|
+102,808
|
+26%
|
|
|
5
|
United Capital Financial Advisors
Irving,
Texas
|
$5.38M
|
+$1.54M
|
+105,402
|
+36%
|
|
|
6
|
ProVise Management Group
Clearwater,
Florida
|
$3.8M
|
+$166K
|
+11,412
|
+4%
|
|
|
7
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$1.04M
|
+$112K
|
+7,696
|
+11%
|
|
|
8
|
|
$817K
|
-$1.37M
|
-94,164
|
-61%
|
|
|
9
|
WESPAC Advisors
Orinda,
California
|
$474K
|
+$167K
|
+11,438
|
+49%
|
|
|
10
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$455K
|
+$20.1K
|
+1,378
|
+4%
|
|
|
11
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$430K
|
+$87.7K
|
+6,022
|
+24%
|
|
|
12
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$429K
|
–
|
–
|
–
|
|
|
13
|
Financial Consulate
Hunt Valley,
Maryland
|
$295K
|
+$24.7K
|
+1,696
|
+8%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$260K
|
+$266K
|
+18,282
|
+2,285%
|
|
|
15
|
Mariner
Overland Park,
Kansas
|
$229K
|
–
|
–
|
–
|
|
|
16
|
LVW Advisors
Pittsford,
New York
|
$217K
|
+$3.53K
|
+242
|
+2%
|
|
|
17
|
Madden Advisory Services
Jacksonville,
Florida
|
$121K
|
–
|
–
|
–
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$101K
|
-$77.6K
|
-5,326
|
-42%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$72K
|
+$77.5K
|
+5,316
|
New
|
|
|
20
|
|
$57K
|
–
|
–
|
–
|
|
|
21
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$40K
|
–
|
–
|
–
|
|
|
22
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$35K
|
+$37.9K
|
+2,600
|
New
|
|
|
23
|
US Bancorp
Minneapolis,
Minnesota
|
$34K
|
–
|
–
|
–
|
|
|
24
|
TCI Wealth Advisors
Tucson,
Arizona
|
$21K
|
–
|
–
|
–
|
|
|
25
|
Creative Planning
Overland Park,
Kansas
|
$13K
|
+$14.2K
|
+974
|
New
|
|
