|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$518M
|
+$116M
|
+11,949,678
|
+28%
|
|
|
2
|
HT Partners
Centerbrook,
Connecticut
|
$26.3M
|
–
|
–
|
–
|
|
|
3
|
Cobblestone Capital Advisors
Rochester,
New York
|
$14M
|
+$324K
|
+33,540
|
+2%
|
|
|
4
|
United Services Automobile Association
San Antonio,
Texas
|
$12.8M
|
+$870K
|
+90,000
|
+7%
|
|
|
5
|
United Capital Financial Advisors
Irving,
Texas
|
$10M
|
+$6.78M
|
+701,373
|
+202%
|
|
|
6
|
Gemmer Asset Management
Walnut Creek,
California
|
$4.32M
|
+$439K
|
+45,339
|
+11%
|
|
|
7
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$3.58M
|
+$1.48M
|
+153,291
|
+69%
|
|
|
8
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$3.4M
|
+$41.8K
|
+4,320
|
+1%
|
|
|
9
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$3.2M
|
+$1.93M
|
+199,458
|
+147%
|
|
|
10
|
TD Ameritrade Trust
Denver,
Colorado
|
$3.18M
|
+$3.22M
|
+332,856
|
+5,547,600%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$3.04M
|
+$2.78M
|
+287,700
|
+935%
|
|
|
12
|
Cabot Wealth Management
Salem,
Massachusetts
|
$2.63M
|
+$355K
|
+36,720
|
+15%
|
|
|
13
|
|
$2.16M
|
-$5.8K
|
-600
|
-0.3%
|
|
|
14
|
InterOcean Capital
Chicago,
Illinois
|
$1.72M
|
-$550K
|
-56,850
|
-24%
|
|
|
15
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$1.33M
|
+$442K
|
+45,729
|
+49%
|
|
|
16
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$1.22M
|
+$155K
|
+16,053
|
+14%
|
|
|
17
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$1.07M
|
+$60.2K
|
+6,222
|
+6%
|
|
|
18
|
Financial Consulate
Hunt Valley,
Maryland
|
$1.07M
|
+$183K
|
+18,906
|
+20%
|
|
|
19
|
Tower Research Capital (TRC)
New York
|
$1.06M
|
+$1.05M
|
+108,546
|
+5,169%
|
|
|
20
|
|
$1.04M
|
+$106K
|
+10,950
|
+11%
|
|
|
21
|
Steinberg Global Asset Management
Boca Raton,
Florida
|
$864K
|
+$20.9K
|
+2,166
|
+2%
|
|
|
22
|
Cetera Advisor Networks
El Segundo,
California
|
$712K
|
+$24.7K
|
+2,550
|
+4%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$666K
|
+$420K
|
+43,410
|
+164%
|
|
|
24
|
White Pine Investment Company
Livonia,
Michigan
|
$654K
|
+$38.4K
|
+3,975
|
+6%
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
$525K
|
-$812
|
-84
|
-0.2%
|
|
