|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$142M
|
-$4.33M
|
-125,720
|
-3%
|
|
|
2
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$24.4M
|
+$2.29M
|
+66,398
|
+11%
|
|
|
3
|
Lido Advisors
Los Angeles,
California
|
$21.8M
|
+$2.98M
|
+86,427
|
+17%
|
|
|
4
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$14.2M
|
+$4.06M
|
+117,791
|
+42%
|
|
|
5
|
Mariner
Overland Park,
Kansas
|
$11.2M
|
-$175K
|
-5,088
|
-2%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$9.05M
|
+$218K
|
+6,328
|
+3%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$6.73M
|
+$581K
|
+16,882
|
+10%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.15M
|
+$2.29M
|
+66,462
|
+86%
|
|
|
9
|
SVB Wealth
Boston,
Massachusetts
|
$4.92M
|
-$113K
|
-3,295
|
-2%
|
|
|
10
|
Stifel Financial
St. Louis,
Missouri
|
$4.58M
|
-$15.2K
|
-441
|
-0.3%
|
|
|
11
|
Spinnaker Trust
Portland,
Maine
|
$4.23M
|
-$12.4K
|
-359
|
-0.3%
|
|
|
12
|
55I LLC
Boston,
Massachusetts
|
$4.12M
|
+$2.12M
|
+61,464
|
+114%
|
|
|
13
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$3.06M
|
+$2.95M
|
+85,589
|
New
|
|
|
14
|
|
$2.85M
|
+$125K
|
+3,624
|
+5%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.63M
|
+$55.2K
|
+1,603
|
+2%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$2.4M
|
+$34.5K
|
+1,002
|
+2%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.13M
|
+$544K
|
+15,800
|
+36%
|
|
|
18
|
NorthCoast Asset Management
Greenwich,
Connecticut
|
$2.1M
|
+$47.4K
|
+1,375
|
+2%
|
|
|
19
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$2.08M
|
-$248K
|
-7,207
|
-11%
|
|
|
20
|
Newfound Research
Wellesley Hills,
Massachusetts
|
$2.05M
|
-$55.2K
|
-1,603
|
-3%
|
|
|
21
|
Demars Financial Group
Spokane Valley,
Washington
|
$2.04M
|
+$1.97M
|
+57,084
|
New
|
|
|
22
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$1.79M
|
-$387K
|
-11,226
|
-18%
|
|
|
23
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$1.58M
|
+$1.52M
|
+44,267
|
New
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.58M
|
+$688K
|
+19,983
|
+82%
|
|
|
25
|
Advisory Services Network
Atlanta,
Georgia
|
$1.57M
|
+$143K
|
+4,151
|
+10%
|
|
