|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$585M
|
+$109M
|
+7,117,444
|
+23%
|
|
|
2
|
Brouwer & Janachowski
Mill Valley,
California
|
$39M
|
-$742K
|
-48,292
|
-2%
|
|
|
3
|
Cobblestone Capital Advisors
Rochester,
New York
|
$25.5M
|
-$77.6K
|
-5,046
|
-0.3%
|
|
|
4
|
Delphi Private Advisors
San Diego,
California
|
$16.5M
|
+$148K
|
+9,656
|
+0.9%
|
|
|
5
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$10.3M
|
+$415K
|
+26,988
|
+4%
|
|
|
6
|
Vigilant Capital Management
Portland,
Maine
|
$8.18M
|
+$120K
|
+7,800
|
+2%
|
|
|
7
|
United Capital Financial Advisors
Irving,
Texas
|
$6.72M
|
-$73.5K
|
-4,784
|
-1%
|
|
|
8
|
ProVise Management Group
Clearwater,
Florida
|
$3.9M
|
-$1.07M
|
-69,664
|
-22%
|
|
|
9
|
Frontier Wealth Management
Kansas City,
Missouri
|
$2.74M
|
+$2.71M
|
+176,136
|
New
|
|
|
10
|
AssetMark Inc
Concord,
California
|
$1.85M
|
+$1.83M
|
+118,844
|
New
|
|
|
11
|
Mariner
Overland Park,
Kansas
|
$1.78M
|
+$106K
|
+6,928
|
+6%
|
|
|
12
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$1.59M
|
+$70.2K
|
+4,564
|
+5%
|
|
|
13
|
IFP Advisors
Tampa,
Florida
|
$1.55M
|
+$58.1K
|
+3,782
|
+4%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.47M
|
+$291K
|
+18,928
|
+25%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.25M
|
+$1.23M
|
+80,126
|
New
|
|
|
16
|
West Coast Financial
Santa Barbara,
California
|
$1.08M
|
-$566K
|
-36,848
|
-35%
|
|
|
17
|
Tower Research Capital (TRC)
New York
|
$1.02M
|
-$405K
|
-26,318
|
-29%
|
|
|
18
|
Virtu KCG Holdings
New York
|
$994K
|
-$59.1K
|
-3,846
|
-6%
|
|
|
19
|
Advisor Group
Phoenix,
Arizona
|
$992K
|
+$5.72K
|
+372
|
+0.6%
|
|
|
20
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$962K
|
+$357K
|
+23,228
|
+60%
|
|
|
21
|
Strategic Advisors
New York
|
$959K
|
+$250K
|
+16,236
|
+36%
|
|
|
22
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$817K
|
+$19K
|
+1,238
|
+2%
|
|
|
23
|
|
$808K
|
-$4.05M
|
-263,174
|
-84%
|
|
|
24
|
Cabot Wealth Management
Salem,
Massachusetts
|
$626K
|
-$1.57K
|
-102
|
-0.3%
|
|
|
25
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$490K
|
–
|
–
|
–
|
|
