|
1
|
Charles Schwab
San Francisco,
California
|
$95.6M
|
-$42.5M
|
-1,104,981
|
-31%
|
|
|
2
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$32.2M
|
+$32.1M
|
+834,157
|
New
|
|
|
3
|
Lido Advisors
Los Angeles,
California
|
$26.1M
|
-$516K
|
-13,410
|
-2%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$15.5M
|
-$442K
|
-11,483
|
-3%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.6M
|
-$20M
|
-520,284
|
-58%
|
|
|
6
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$12.7M
|
+$354K
|
+9,191
|
+3%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$10.5M
|
-$629K
|
-16,349
|
-6%
|
|
|
8
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$8.74M
|
-$3.71M
|
-96,489
|
-30%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.2M
|
+$17.1K
|
+444
|
+0.3%
|
|
|
10
|
Stifel Financial
St. Louis,
Missouri
|
$4.67M
|
-$800K
|
-20,775
|
-15%
|
|
|
11
|
|
$4.14M
|
+$66.7K
|
+1,733
|
+2%
|
|
|
12
|
NorthCoast Asset Management
Greenwich,
Connecticut
|
$3.83M
|
+$522K
|
+13,559
|
+16%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$2.82M
|
-$224K
|
-5,812
|
-7%
|
|
|
14
|
55I LLC
Boston,
Massachusetts
|
$2.44M
|
-$39.8K
|
-1,034
|
-2%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.38M
|
+$289K
|
+7,502
|
+14%
|
|
|
16
|
Demars Financial Group
Spokane Valley,
Washington
|
$2.09M
|
-$924
|
-24
|
-0%
|
|
|
17
|
Macquarie Group
Sydney, NSW 2000,
Australia
|
$2.05M
|
-$4.09M
|
-106,262
|
Closed
|
|
|
18
|
Independent Order of Foresters
Toronto,
Ontario, Canada
|
$2.05M
|
–
|
–
|
–
|
|
|
19
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$2.02M
|
+$33.5K
|
+870
|
+2%
|
|
|
20
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.96M
|
+$95.3K
|
+2,476
|
+5%
|
|
|
21
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$1.88M
|
+$263K
|
+6,824
|
+16%
|
|
|
22
|
Kestra Private Wealth Services
Austin,
Texas
|
$1.86M
|
+$1.85M
|
+48,162
|
New
|
|
|
23
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$1.8M
|
-$223K
|
-5,785
|
-11%
|
|
|
24
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$1.74M
|
-$30.2K
|
-784
|
-2%
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
$1.63M
|
+$137K
|
+3,547
|
+9%
|
|
