|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.45B
|
+$187M
|
+10,762,050
|
+16%
|
|
|
2
|
Brouwer & Janachowski
Mill Valley,
California
|
$45.4M
|
-$309K
|
-17,784
|
-0.7%
|
|
|
3
|
Cobblestone Capital Advisors
Rochester,
New York
|
$20.9M
|
-$314K
|
-18,062
|
-2%
|
|
|
4
|
Vigilant Capital Management
Portland,
Maine
|
$14.5M
|
+$4.18M
|
+240,362
|
+43%
|
|
|
5
|
Delphi Private Advisors
San Diego,
California
|
$7.98M
|
-$75.8K
|
-4,364
|
-1%
|
|
|
6
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
$7.87M
|
+$179K
|
+10,326
|
+2%
|
|
|
7
|
United Capital Financial Advisors
Irving,
Texas
|
$7.84M
|
-$92.2K
|
-5,306
|
-1%
|
|
|
8
|
Opes Advisors
Cupertino,
California
|
$5.57M
|
+$180K
|
+10,346
|
+3%
|
|
|
9
|
ProVise Management Group
Clearwater,
Florida
|
$5.21M
|
-$347K
|
-19,986
|
-6%
|
|
|
10
|
Frontier Wealth Management
Kansas City,
Missouri
|
$4.72M
|
-$770K
|
-44,296
|
-15%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.24M
|
+$218K
|
+12,550
|
+6%
|
|
|
12
|
AssetMark Inc
Concord,
California
|
$3.38M
|
+$59.2K
|
+3,406
|
+2%
|
|
|
13
|
Tiedemann Advisors
New York
|
$3.35M
|
+$1.26M
|
+72,588
|
+51%
|
|
|
14
|
IFP Advisors
Tampa,
Florida
|
$3.29M
|
+$191K
|
+10,988
|
+6%
|
|
|
15
|
Strategic Advisors
New York
|
$2.67M
|
+$113K
|
+6,484
|
+5%
|
|
|
16
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$2.45M
|
+$261K
|
+15,000
|
+12%
|
|
|
17
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$2.2M
|
+$21.2K
|
+1,220
|
+1%
|
|
|
18
|
Mariner
Overland Park,
Kansas
|
$2.02M
|
-$2.95K
|
-170
|
-0.2%
|
|
|
19
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1.62M
|
-$1.75M
|
-100,642
|
-53%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$1.15M
|
+$144K
|
+8,296
|
+15%
|
|
|
21
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$1.12M
|
-$50.2K
|
-2,888
|
-4%
|
|
|
22
|
West Coast Financial
Santa Barbara,
California
|
$1.05M
|
+$47.7K
|
+2,744
|
+5%
|
|
|
23
|
Pacific Wealth Strategies Group
Santa Barbara,
California
|
$1.04M
|
+$325K
|
+18,730
|
+48%
|
|
|
24
|
Financial Consulate
Hunt Valley,
Maryland
|
$892K
|
+$107K
|
+6,134
|
+14%
|
|
|
25
|
Cambridge Advisors
Omaha,
Nebraska
|
$692K
|
+$32K
|
+1,842
|
+5%
|
|
