|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$270M
|
+$73.4M
|
+5,116,826
|
+36%
|
|
|
2
|
Cobblestone Capital Advisors
Rochester,
New York
|
$14.1M
|
-$8.8M
|
-613,372
|
-38%
|
|
|
3
|
Delphi Private Advisors
San Diego,
California
|
$12.8M
|
+$13.1M
|
+912,122
|
New
|
|
|
4
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$8.86M
|
+$1.89M
|
+131,576
|
+26%
|
|
|
5
|
Vigilant Capital Management
Portland,
Maine
|
$7.09M
|
+$47.5K
|
+3,310
|
+0.7%
|
|
|
6
|
United Capital Financial Advisors
Irving,
Texas
|
$5.98M
|
+$464K
|
+32,308
|
+8%
|
|
|
7
|
ProVise Management Group
Clearwater,
Florida
|
$3.8M
|
-$107K
|
-7,440
|
-3%
|
|
|
8
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$1.34M
|
+$277K
|
+19,328
|
+25%
|
|
|
9
|
IFP Advisors
Tampa,
Florida
|
$1.2M
|
+$1.23M
|
+85,818
|
New
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$922K
|
+$946K
|
+65,954
|
New
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$746K
|
+$659K
|
+45,942
|
+621%
|
|
|
12
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$680K
|
+$244K
|
+17,022
|
+54%
|
|
|
13
|
Mariner
Overland Park,
Kansas
|
$578K
|
+$352K
|
+24,526
|
+146%
|
|
|
14
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$499K
|
+$32.6K
|
+2,270
|
+7%
|
|
|
15
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$441K
|
–
|
–
|
–
|
|
|
16
|
LPL Financial
San Diego,
California
|
$383K
|
+$400K
|
+27,848
|
New
|
|
|
17
|
Financial Consulate
Hunt Valley,
Maryland
|
$371K
|
+$69.2K
|
+4,826
|
+22%
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$331K
|
+$65.7K
|
+4,580
|
+24%
|
|
|
19
|
HT Partners
Centerbrook,
Connecticut
|
$276K
|
+$290K
|
+20,224
|
New
|
|
|
20
|
LVW Advisors
Pittsford,
New York
|
$229K
|
+$6.77K
|
+472
|
+3%
|
|
|
21
|
Cabot Wealth Management
Salem,
Massachusetts
|
$200K
|
+$206K
|
+14,328
|
New
|
|
|
22
|
Tower Research Capital (TRC)
New York
|
$192K
|
+$198K
|
+13,776
|
New
|
|
|
23
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$181K
|
+$187K
|
+13,010
|
New
|
|
|
24
|
|
$59K
|
–
|
–
|
–
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$54K
|
-$21.1K
|
-1,472
|
-28%
|
|
