|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$605M
|
+$67.6M
|
+7,302,720
|
+13%
|
|
|
2
|
Cobblestone Capital Advisors
Rochester,
New York
|
$19.2M
|
+$4.52M
|
+488,568
|
+33%
|
|
|
3
|
United Services Automobile Association
San Antonio,
Texas
|
$13.2M
|
–
|
–
|
–
|
|
|
4
|
TD Ameritrade Trust
Denver,
Colorado
|
$10.8M
|
+$7.11M
|
+768,468
|
+231%
|
|
|
5
|
United Capital Financial Advisors
Irving,
Texas
|
$10.3M
|
-$46.9K
|
-5,073
|
-0.5%
|
|
|
6
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$5.76M
|
+$2.32M
|
+250,419
|
+75%
|
|
|
7
|
Cabot Wealth Management
Salem,
Massachusetts
|
$4.96M
|
+$2.11M
|
+228,390
|
+83%
|
|
|
8
|
Gemmer Asset Management
Walnut Creek,
California
|
$4.32M
|
-$121K
|
-13,053
|
-3%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$4.28M
|
+$1.12M
|
+120,906
|
+38%
|
|
|
10
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$3.48M
|
-$23K
|
-2,481
|
-0.7%
|
|
|
11
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$2.95M
|
+$2.77M
|
+299,058
|
New
|
|
|
12
|
|
$2.92M
|
+$1.74M
|
+187,527
|
+171%
|
|
|
13
|
|
$2.23M
|
-$278
|
-30
|
-0%
|
|
|
14
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$2.21M
|
-$1.39M
|
-150,291
|
-40%
|
|
|
15
|
InterOcean Capital
Chicago,
Illinois
|
$1.71M
|
-$61.6K
|
-6,660
|
-4%
|
|
|
16
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$1.68M
|
+$292K
|
+31,566
|
+23%
|
|
|
17
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$1.45M
|
+$184K
|
+19,875
|
+16%
|
|
|
18
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$1.15M
|
+$44.9K
|
+4,851
|
+4%
|
|
|
19
|
Madison Investment Holdings
Madison,
Wisconsin
|
$1.05M
|
+$985K
|
+106,494
|
New
|
|
|
20
|
Financial Consulate
Hunt Valley,
Maryland
|
$1.03M
|
-$61.9K
|
-6,693
|
-6%
|
|
|
21
|
Steinberg Global Asset Management
Boca Raton,
Florida
|
$924K
|
+$31.9K
|
+3,450
|
+4%
|
|
|
22
|
White Pine Investment Company
Livonia,
Michigan
|
$837K
|
+$154K
|
+16,602
|
+24%
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
$566K
|
+$24K
|
+2,592
|
+5%
|
|
|
24
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$499K
|
+$39.2K
|
+4,236
|
+9%
|
|
|
25
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$411K
|
+$387K
|
+41,823
|
New
|
|
