|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$135M
|
+$69.7M
|
+2,068,402
|
+102%
|
|
|
2
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$20.4M
|
+$20.7M
|
+615,469
|
New
|
|
|
3
|
Lido Advisors
Los Angeles,
California
|
$17.3M
|
+$3.32M
|
+98,480
|
+23%
|
|
|
4
|
Mariner
Overland Park,
Kansas
|
$10.5M
|
+$32.9K
|
+977
|
+0.3%
|
|
|
5
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$9.23M
|
+$1.26M
|
+37,456
|
+15%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$8.16M
|
+$126K
|
+3,750
|
+2%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$5.67M
|
+$400K
|
+11,859
|
+7%
|
|
|
8
|
SVB Wealth
Boston,
Massachusetts
|
$4.66M
|
-$457K
|
-13,552
|
-9%
|
|
|
9
|
Stifel Financial
St. Louis,
Missouri
|
$4.25M
|
-$685K
|
-20,322
|
-14%
|
|
|
10
|
Spinnaker Trust
Portland,
Maine
|
$3.92M
|
-$11.5K
|
-341
|
-0.3%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.57M
|
+$597K
|
+17,727
|
+30%
|
|
|
12
|
|
$2.52M
|
-$148K
|
-4,395
|
-5%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.37M
|
-$48.5K
|
-1,440
|
-2%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$2.19M
|
+$1.81M
|
+53,712
|
+432%
|
|
|
15
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$2.16M
|
-$552K
|
-16,376
|
-20%
|
|
|
16
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$2.02M
|
-$29.7K
|
-881
|
-1%
|
|
|
17
|
Newfound Research
Wellesley Hills,
Massachusetts
|
$1.95M
|
+$18.7K
|
+554
|
+0.9%
|
|
|
18
|
NorthCoast Asset Management
Greenwich,
Connecticut
|
$1.89M
|
+$625K
|
+18,548
|
+48%
|
|
|
19
|
55I LLC
Boston,
Massachusetts
|
$1.78M
|
+$114K
|
+3,384
|
+7%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.45M
|
-$35.7K
|
-1,060
|
-2%
|
|
|
21
|
Advisory Services Network
Atlanta,
Georgia
|
$1.32M
|
–
|
–
|
–
|
|
|
22
|
|
$1.15M
|
-$377K
|
-11,198
|
-24%
|
|
|
23
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$1.06M
|
+$8.59K
|
+255
|
+0.8%
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$910K
|
+$476K
|
+14,137
|
+106%
|
|
|
25
|
LPL Financial
San Diego,
California
|
$877K
|
+$236K
|
+6,995
|
+36%
|
|
