|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.21B
|
+$208M
|
+12,027,462
|
+21%
|
|
|
2
|
Brouwer & Janachowski
Mill Valley,
California
|
$43.8M
|
+$166K
|
+9,634
|
+0.4%
|
|
|
3
|
Cobblestone Capital Advisors
Rochester,
New York
|
$20.3M
|
-$7.06M
|
-408,650
|
-26%
|
|
|
4
|
Vigilant Capital Management
Portland,
Maine
|
$9.7M
|
+$376K
|
+21,774
|
+4%
|
|
|
5
|
Delphi Private Advisors
San Diego,
California
|
$7.72M
|
-$5.18M
|
-299,802
|
-40%
|
|
|
6
|
United Capital Financial Advisors
Irving,
Texas
|
$7.6M
|
+$107K
|
+6,168
|
+1%
|
|
|
7
|
Ackerman Capital Advisors
Dallas,
Texas
|
$7.42M
|
+$7.38M
|
+427,000
|
New
|
|
|
8
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
$7.25M
|
+$443K
|
+25,620
|
+6%
|
|
|
9
|
ProVise Management Group
Clearwater,
Florida
|
$5.34M
|
-$55.2K
|
-3,196
|
-1%
|
|
|
10
|
Frontier Wealth Management
Kansas City,
Missouri
|
$5.29M
|
-$145K
|
-8,420
|
-3%
|
|
|
11
|
Opes Advisors
Cupertino,
California
|
$5.23M
|
+$443K
|
+25,618
|
+9%
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.85M
|
+$470K
|
+27,196
|
+14%
|
|
|
13
|
|
$3.5M
|
+$900K
|
+52,102
|
+35%
|
|
|
14
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$3.3M
|
-$2.27M
|
-131,454
|
-41%
|
|
|
15
|
AssetMark Inc
Concord,
California
|
$3.18M
|
+$633K
|
+36,610
|
+25%
|
|
|
16
|
IFP Advisors
Tampa,
Florida
|
$2.96M
|
+$446K
|
+25,794
|
+18%
|
|
|
17
|
Tiedemann Advisors
New York
|
$2.48M
|
-$14M
|
-809,720
|
-85%
|
|
|
18
|
Strategic Advisors
New York
|
$2.45M
|
+$155K
|
+8,950
|
+7%
|
|
|
19
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$2.09M
|
–
|
–
|
–
|
|
|
20
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$2.09M
|
+$166K
|
+9,630
|
+9%
|
|
|
21
|
Mariner
Overland Park,
Kansas
|
$1.94M
|
+$899
|
+52
|
+0%
|
|
|
22
|
Tarbox Family Office
Newport Beach,
California
|
$1.87M
|
+$802K
|
+46,438
|
+76%
|
|
|
23
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$1.13M
|
-$142K
|
-8,204
|
-11%
|
|
|
24
|
West Coast Financial
Santa Barbara,
California
|
$961K
|
–
|
–
|
–
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$960K
|
+$417K
|
+24,152
|
+78%
|
|
