|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$67.7M
|
+$66.1M
|
+2,117,075
|
New
|
|
|
2
|
Lido Advisors
Los Angeles,
California
|
$11.4M
|
+$1.52M
|
+48,697
|
+16%
|
|
|
3
|
RWA Wealth Partners
Newton,
Massachusetts
|
$9.93M
|
+$9.7M
|
+310,752
|
New
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$7.46M
|
-$233K
|
-7,458
|
-3%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$4.95M
|
-$132K
|
-4,215
|
-3%
|
|
|
6
|
Karp Capital Management
Sausalito,
California
|
$4.74M
|
+$794K
|
+25,424
|
+21%
|
|
|
7
|
Stifel Financial
St. Louis,
Missouri
|
$4.13M
|
+$2.24M
|
+71,870
|
+128%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.92M
|
+$46.2K
|
+1,480
|
+1%
|
|
|
9
|
Spinnaker Trust
Portland,
Maine
|
$3.8M
|
+$829K
|
+26,553
|
+29%
|
|
|
10
|
|
$2.41M
|
+$569K
|
+18,217
|
+32%
|
|
|
11
|
NorthCoast Asset Management
Greenwich,
Connecticut
|
$2.07M
|
+$2.03M
|
+64,885
|
New
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.96M
|
+$286K
|
+9,155
|
+18%
|
|
|
13
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$1.79M
|
+$1.75M
|
+55,963
|
New
|
|
|
14
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1.73M
|
+$1.33M
|
+42,535
|
+363%
|
|
|
15
|
Advisor Group
Phoenix,
Arizona
|
$1.52M
|
+$1.36M
|
+43,427
|
+1,057%
|
|
|
16
|
Newfound Research
Wellesley Hills,
Massachusetts
|
$1.4M
|
+$1.37M
|
+43,872
|
New
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.2M
|
+$860K
|
+27,546
|
+280%
|
|
|
18
|
Citadel Advisors
Miami,
Florida
|
$1.06M
|
+$1.03M
|
+33,080
|
New
|
|
|
19
|
Advisory Services Network
Atlanta,
Georgia
|
$1.03M
|
-$1.39M
|
-44,419
|
-58%
|
|
|
20
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$1M
|
+$671K
|
+21,490
|
+219%
|
|
|
21
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$784K
|
+$226K
|
+7,244
|
+42%
|
|
|
22
|
Portfolio Strategies
Monsey,
New York
|
$715K
|
+$699K
|
+22,376
|
New
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$676K
|
+$175K
|
+5,618
|
+36%
|
|
|
24
|
FMA Advisory
Harrisburg,
Pennsylvania
|
$576K
|
-$6.71K
|
-215
|
-1%
|
|
|
25
|
LPL Financial
San Diego,
California
|
$464K
|
-$2.37K
|
-76
|
-0.5%
|
|
