|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$52.2M
|
+$53.8M
|
+1,312,142
|
New
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$37.4M
|
+$12.7M
|
+310,754
|
+50%
|
|
|
3
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$36.6M
|
+$16.1M
|
+393,666
|
+75%
|
|
|
4
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$10.4M
|
+$481K
|
+11,723
|
+5%
|
|
|
5
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$7.06M
|
+$2.17M
|
+52,935
|
+42%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$6.78M
|
+$731K
|
+17,816
|
+12%
|
|
|
7
|
Lido Advisors
Los Angeles,
California
|
$6.24M
|
+$2.02M
|
+49,199
|
+46%
|
|
|
8
|
Newfound Research
Wellesley Hills,
Massachusetts
|
$4.94M
|
+$2.58M
|
+62,983
|
+103%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.91M
|
-$299K
|
-7,282
|
-7%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.71M
|
+$496K
|
+12,088
|
+15%
|
|
|
11
|
Spinnaker Trust
Portland,
Maine
|
$3.62M
|
-$16.1K
|
-393
|
-0.4%
|
|
|
12
|
|
$3.61M
|
-$599K
|
-14,598
|
-14%
|
|
|
13
|
Advisory Services Network
Atlanta,
Georgia
|
$3.46M
|
+$704K
|
+17,174
|
+25%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.19M
|
+$1.57M
|
+38,178
|
+91%
|
|
|
15
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$2.47M
|
-$261K
|
-6,361
|
-9%
|
|
|
16
|
Northern Trust
Chicago,
Illinois
|
$2.15M
|
–
|
–
|
–
|
|
|
17
|
Rand Wealth
Baltimore,
Maryland
|
$1.87M
|
-$138K
|
-3,367
|
-7%
|
|
|
18
|
Suntrust Banks
Atlanta,
Georgia
|
$1.79M
|
+$399K
|
+9,723
|
+27%
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
$1.63M
|
+$1.68M
|
+41,006
|
New
|
|
|
20
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$1.55M
|
+$250K
|
+6,095
|
+19%
|
|
|
21
|
Beck Capital Management
Austin,
Texas
|
$1.36M
|
+$1.4M
|
+34,107
|
New
|
|
|
22
|
FMA Advisory
Harrisburg,
Pennsylvania
|
$1.32M
|
+$304K
|
+7,420
|
+29%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$1.18M
|
+$933K
|
+22,758
|
+333%
|
|
|
24
|
Global Retirement Partners
San Rafael,
California
|
$1.17M
|
+$70.4K
|
+1,716
|
+6%
|
|
|
25
|
Psagot Value Holdings
Tel Aviv,
Israel
|
$1.15M
|
–
|
–
|
–
|
|
