|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$362M
|
+$78.5M
|
+5,923,128
|
+31%
|
|
|
2
|
Cobblestone Capital Advisors
Rochester,
New York
|
$23.4M
|
+$8.3M
|
+626,124
|
+62%
|
|
|
3
|
Brouwer & Janachowski
Mill Valley,
California
|
$19M
|
+$17.5M
|
+1,323,826
|
New
|
|
|
4
|
Delphi Private Advisors
San Diego,
California
|
$14.9M
|
+$1.67M
|
+126,404
|
+14%
|
|
|
5
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$8.97M
|
-$111K
|
-8,394
|
-1%
|
|
|
6
|
Vigilant Capital Management
Portland,
Maine
|
$7.34M
|
+$57.2K
|
+4,320
|
+0.9%
|
|
|
7
|
United Capital Financial Advisors
Irving,
Texas
|
$6.26M
|
+$109K
|
+8,230
|
+2%
|
|
|
8
|
ProVise Management Group
Clearwater,
Florida
|
$3.79M
|
-$106K
|
-8,006
|
-3%
|
|
|
9
|
|
$2.25M
|
+$2.08M
|
+157,036
|
New
|
|
|
10
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$1.36M
|
-$11.9K
|
-898
|
-0.9%
|
|
|
11
|
Mariner
Overland Park,
Kansas
|
$856K
|
+$242K
|
+18,290
|
+44%
|
|
|
12
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$717K
|
+$17.8K
|
+1,346
|
+3%
|
|
|
13
|
Tower Research Capital (TRC)
New York
|
$604K
|
+$375K
|
+28,280
|
+205%
|
|
|
14
|
Cabot Wealth Management
Salem,
Massachusetts
|
$555K
|
+$322K
|
+24,316
|
+170%
|
|
|
15
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$545K
|
+$30K
|
+2,266
|
+6%
|
|
|
16
|
Strategic Advisors
New York
|
$480K
|
+$443K
|
+33,446
|
New
|
|
|
17
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$452K
|
–
|
–
|
–
|
|
|
18
|
Financial Consulate
Hunt Valley,
Maryland
|
$365K
|
-$14.4K
|
-1,090
|
-4%
|
|
|
19
|
M&T Bank
Buffalo,
New York
|
$319K
|
+$295K
|
+22,230
|
New
|
|
|
20
|
Rowland Carmichael Advisors
Scottsdale,
Arizona
|
$293K
|
+$271K
|
+20,416
|
New
|
|
|
21
|
LPL Financial
San Diego,
California
|
$273K
|
-$112K
|
-8,426
|
-30%
|
|
|
22
|
LVW Advisors
Pittsford,
New York
|
$239K
|
+$3.39K
|
+256
|
+2%
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
$207K
|
-$123K
|
-9,262
|
-39%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$91K
|
-$622K
|
-46,972
|
-88%
|
|
|
25
|
|
$60K
|
–
|
–
|
–
|
|
