|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$780M
|
+$132M
|
+8,200,910
|
+22%
|
|
|
2
|
Brouwer & Janachowski
Mill Valley,
California
|
$42.5M
|
-$136K
|
-8,468
|
-0.3%
|
|
|
3
|
Cobblestone Capital Advisors
Rochester,
New York
|
$28.2M
|
+$278K
|
+17,272
|
+1%
|
|
|
4
|
Delphi Private Advisors
San Diego,
California
|
$12M
|
-$5.65M
|
-350,860
|
-33%
|
|
|
5
|
Vigilant Capital Management
Portland,
Maine
|
$8.99M
|
+$38.7K
|
+2,400
|
+0.5%
|
|
|
6
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$8.28M
|
-$2.82M
|
-175,206
|
-27%
|
|
|
7
|
United Capital Financial Advisors
Irving,
Texas
|
$7.29M
|
-$63K
|
-3,910
|
-0.9%
|
|
|
8
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
$6.1M
|
+$5.76M
|
+357,728
|
New
|
|
|
9
|
ProVise Management Group
Clearwater,
Florida
|
$5.09M
|
+$775K
|
+48,124
|
+19%
|
|
|
10
|
Frontier Wealth Management
Kansas City,
Missouri
|
$4.73M
|
+$1.63M
|
+101,178
|
+57%
|
|
|
11
|
Tiedemann Advisors
New York
|
$4.16M
|
+$3.93M
|
+243,758
|
New
|
|
|
12
|
Opes Advisors
Cupertino,
California
|
$3.86M
|
+$3.65M
|
+226,412
|
New
|
|
|
13
|
AssetMark Inc
Concord,
California
|
$2.16M
|
+$124K
|
+7,696
|
+6%
|
|
|
14
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$2.05M
|
+$1.94M
|
+120,200
|
New
|
|
|
15
|
Mariner
Overland Park,
Kansas
|
$1.96M
|
+$10K
|
+622
|
+0.5%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.9M
|
+$505K
|
+31,352
|
+39%
|
|
|
17
|
IFP Advisors
Tampa,
Florida
|
$1.81M
|
+$104K
|
+6,454
|
+6%
|
|
|
18
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$1.76M
|
+$23.5K
|
+1,460
|
+1%
|
|
|
19
|
Strategic Advisors
New York
|
$1.61M
|
+$532K
|
+33,024
|
+54%
|
|
|
20
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$1.56M
|
+$626K
|
+38,874
|
+74%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.48M
|
-$121K
|
-7,504
|
-8%
|
|
|
22
|
Advisor Group
Phoenix,
Arizona
|
$1.08M
|
–
|
–
|
–
|
|
|
23
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$1.03M
|
-$20.8K
|
-1,288
|
-2%
|
|
|
24
|
West Coast Financial
Santa Barbara,
California
|
$946K
|
-$228K
|
-14,128
|
-20%
|
|
|
25
|
Cabot Wealth Management
Salem,
Massachusetts
|
$838K
|
+$144K
|
+8,936
|
+22%
|
|
