|
1
|
Charles Schwab
San Francisco,
California
|
$113M
|
+$91.5K
|
+2,166
|
+0.1%
|
|
|
2
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$37M
|
-$844K
|
-19,976
|
-2%
|
|
|
3
|
Lido Advisors
Los Angeles,
California
|
$33.5M
|
+$2.49M
|
+58,955
|
+9%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$19M
|
+$618K
|
+14,631
|
+4%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.4M
|
-$1.61M
|
-38,101
|
-10%
|
|
|
6
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$13.7M
|
-$539K
|
-12,752
|
-4%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.58M
|
-$2.61M
|
-61,801
|
-23%
|
|
|
8
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$8.38M
|
-$1.79M
|
-42,424
|
-19%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.98M
|
-$148K
|
-3,512
|
-3%
|
|
|
10
|
RWA Wealth Partners
Newton,
Massachusetts
|
$5.78M
|
+$5.37M
|
+127,018
|
New
|
|
|
11
|
Stifel Financial
St. Louis,
Missouri
|
$5.63M
|
+$117K
|
+2,764
|
+2%
|
|
|
12
|
NorthCoast Asset Management
Greenwich,
Connecticut
|
$5.29M
|
+$715K
|
+16,926
|
+17%
|
|
|
13
|
HBW Advisory Services
Simi Valley,
California
|
$4.89M
|
+$4.14M
|
+97,866
|
+1,027%
|
|
|
14
|
|
$3.71M
|
-$1.09M
|
-25,796
|
-24%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$3.22M
|
-$95.4K
|
-2,257
|
-3%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.05M
|
+$228K
|
+5,406
|
+9%
|
|
|
17
|
AE Wealth Management
Topeka,
Kansas
|
$2.79M
|
+$2.59M
|
+61,345
|
New
|
|
|
18
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$2.74M
|
+$2.55M
|
+60,308
|
New
|
|
|
19
|
55I LLC
Boston,
Massachusetts
|
$2.61M
|
-$242K
|
-5,716
|
-9%
|
|
|
20
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.6M
|
+$266K
|
+6,305
|
+12%
|
|
|
21
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$2.55M
|
+$160K
|
+3,775
|
+7%
|
|
|
22
|
Independent Order of Foresters
Toronto,
Ontario, Canada
|
$2.42M
|
–
|
–
|
–
|
|
|
23
|
Macquarie Group
Sydney, NSW 2000,
Australia
|
$2.42M
|
+$2.25M
|
+53,131
|
New
|
|
|
24
|
Kestra Private Wealth Services
Austin,
Texas
|
$2.34M
|
+$151K
|
+3,563
|
+7%
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
$2.33M
|
+$378K
|
+8,938
|
+21%
|
|
