|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$67.2M
|
-$2.97M
|
-89,733
|
-4%
|
|
|
2
|
Lido Advisors
Los Angeles,
California
|
$14.1M
|
+$2.23M
|
+67,286
|
+19%
|
|
|
3
|
Mariner
Overland Park,
Kansas
|
$10.5M
|
+$4.7K
|
+142
|
+0%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$8.05M
|
+$308K
|
+9,318
|
+4%
|
|
|
5
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$8.01M
|
+$7.3M
|
+220,684
|
+1,044%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$5.29M
|
+$149K
|
+4,510
|
+3%
|
|
|
7
|
SVB Wealth
Boston,
Massachusetts
|
$5.12M
|
+$5.11M
|
+154,353
|
New
|
|
|
8
|
Stifel Financial
St. Louis,
Missouri
|
$4.93M
|
+$684K
|
+20,670
|
+16%
|
|
|
9
|
Spinnaker Trust
Portland,
Maine
|
$3.94M
|
-$1.02K
|
-31
|
-0%
|
|
|
10
|
Portfolio Strategies
Monsey,
New York
|
$2.85M
|
+$2.11M
|
+63,681
|
+285%
|
|
|
11
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$2.71M
|
+$912K
|
+27,574
|
+51%
|
|
|
12
|
|
$2.67M
|
+$172K
|
+5,196
|
+7%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.43M
|
+$392K
|
+11,840
|
+19%
|
|
|
14
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$2.06M
|
+$202K
|
+6,113
|
+11%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.98M
|
-$2.07M
|
-62,690
|
-51%
|
|
|
16
|
Newfound Research
Wellesley Hills,
Massachusetts
|
$1.93M
|
+$478K
|
+14,460
|
+33%
|
|
|
17
|
55I LLC
Boston,
Massachusetts
|
$1.67M
|
+$1.27M
|
+38,304
|
+315%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.58M
|
+$1.56M
|
+47,083
|
+7,266%
|
|
|
19
|
|
$1.52M
|
+$1.3M
|
+39,262
|
+591%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.48M
|
+$245K
|
+7,403
|
+20%
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.34M
|
+$877K
|
+26,523
|
+191%
|
|
|
22
|
Advisory Services Network
Atlanta,
Georgia
|
$1.32M
|
+$256K
|
+7,737
|
+24%
|
|
|
23
|
NorthCoast Asset Management
Greenwich,
Connecticut
|
$1.28M
|
-$867K
|
-26,205
|
-40%
|
|
|
24
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$1.05M
|
+$12.9K
|
+390
|
+1%
|
|
|
25
|
ACG Wealth
Atlanta,
Georgia
|
$965K
|
+$964K
|
+29,129
|
New
|
|
