|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$752M
|
+$129M
|
+12,946,170
|
+21%
|
|
|
2
|
Zeke Capital Advisors
Berwyn,
Pennsylvania
|
$24M
|
+$23.6M
|
+2,370,777
|
New
|
|
|
3
|
Cobblestone Capital Advisors
Rochester,
New York
|
$20.5M
|
+$742K
|
+74,484
|
+4%
|
|
|
4
|
United Services Automobile Association
San Antonio,
Texas
|
$14.5M
|
+$854K
|
+85,800
|
+6%
|
|
|
5
|
TD Ameritrade Trust
Denver,
Colorado
|
$13.7M
|
+$2.52M
|
+252,855
|
+23%
|
|
|
6
|
United Capital Financial Advisors
Irving,
Texas
|
$10.3M
|
-$118K
|
-11,811
|
-1%
|
|
|
7
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$6.63M
|
+$700K
|
+70,329
|
+12%
|
|
|
8
|
Cabot Wealth Management
Salem,
Massachusetts
|
$5.31M
|
+$210K
|
+21,078
|
+4%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$4.83M
|
+$386K
|
+38,724
|
+9%
|
|
|
10
|
Gemmer Asset Management
Walnut Creek,
California
|
$4.68M
|
+$243K
|
+24,444
|
+6%
|
|
|
11
|
|
$4.65M
|
+$1.63M
|
+163,596
|
+55%
|
|
|
12
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$3.64M
|
+$64.5K
|
+6,477
|
+2%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.48M
|
+$3.43M
|
+344,862
|
New
|
|
|
14
|
West Coast Financial
Santa Barbara,
California
|
$3.26M
|
+$3.21M
|
+322,365
|
New
|
|
|
15
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$3.2M
|
+$170K
|
+17,031
|
+6%
|
|
|
16
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$2.5M
|
+$760K
|
+76,323
|
+45%
|
|
|
17
|
|
$2.35M
|
+$59.6K
|
+5,988
|
+3%
|
|
|
18
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1.95M
|
-$316K
|
-31,695
|
-14%
|
|
|
19
|
Madison Investment Holdings
Madison,
Wisconsin
|
$1.79M
|
+$707K
|
+71,001
|
+67%
|
|
|
20
|
InterOcean Capital
Chicago,
Illinois
|
$1.76M
|
–
|
–
|
–
|
|
|
21
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$1.54M
|
+$45.4K
|
+4,557
|
+3%
|
|
|
22
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$1.25M
|
+$65.3K
|
+6,558
|
+6%
|
|
|
23
|
Tower Research Capital (TRC)
New York
|
$1.2M
|
+$994K
|
+99,819
|
+535%
|
|
|
24
|
Steinberg Global Asset Management
Boca Raton,
Florida
|
$1.06M
|
+$106K
|
+10,641
|
+11%
|
|
|
25
|
Financial Consulate
Hunt Valley,
Maryland
|
$1.04M
|
-$24.9K
|
-2,499
|
-2%
|
|
