|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$8842万
|
-$212万
|
-61,703
|
-2%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$2558万
|
-$67.9万
|
-19,760
|
-3%
|
|
|
3
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$2111万
|
+$30.9万
|
+8,983
|
+2%
|
|
|
4
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$1457万
|
+$53.6万
|
+15,616
|
+4%
|
|
|
5
|
Lido Advisors
Los Angeles,
California
|
$1154万
|
+$117万
|
+34,149
|
+11%
|
|
|
6
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$815万
|
+$425万
|
+123,631
|
+112%
|
|
|
7
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$788万
|
+$20.2万
|
+5,877
|
+3%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$667万
|
-$25.5万
|
-7,415
|
-4%
|
|
|
9
|
Karp Capital Management
Sausalito,
California
|
$559万
|
+$553万
|
+161,035
|
新規
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$534万
|
-$188万
|
-54,668
|
-26%
|
|
|
11
|
HighTower Advisors
Chicago,
Illinois
|
$451万
|
+$20.8万
|
+6,049
|
+5%
|
|
|
12
|
SVB Wealth
Boston,
Massachusetts
|
$366万
|
+$361万
|
+105,140
|
新規
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$366万
|
+$69.7万
|
+20,308
|
+24%
|
|
|
14
|
Mirsky Financial Management
Rochester,
New York
|
$323万
|
+$8.12万
|
+2,363
|
+3%
|
|
|
15
|
Advisory Services Network
Atlanta,
Georgia
|
$315万
|
+$79.9万
|
+23,254
|
+35%
|
|
|
16
|
Suntrust Banks
Atlanta,
Georgia
|
$302万
|
-$3.11万
|
-906
|
-0.9%
|
|
|
17
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$288万
|
+$82.6万
|
+24,061
|
+41%
|
|
|
18
|
Spinnaker Trust
Portland,
Maine
|
$274万
|
+$14.8万
|
+4,313
|
+6%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$216万
|
-$23.5万
|
-6,851
|
-10%
|
|
|
20
|
|
$216万
|
-$18.5万
|
-5,395
|
-8%
|
|
|
21
|
Silverleafe Capital Partners
Germantown,
Tennessee
|
$214万
|
+$2.11万
|
+614
|
+1%
|
|
|
22
|
Stifel Financial
St. Louis,
Missouri
|
$212万
|
-$1.84万
|
-535
|
-0.9%
|
|
|
23
|
Newfound Research
Wellesley Hills,
Massachusetts
|
$192万
|
+$62.5万
|
+18,186
|
+49%
|
|
|
24
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$168万
|
+$58.3万
|
+16,961
|
+54%
|
|
|
25
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
$165万
|
+$163万
|
+47,497
|
新規
|
|
