|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$126M
|
+$67.9M
|
+1,638,295
|
+125%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$38.9M
|
-$974K
|
-23,519
|
-3%
|
|
|
3
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$36.6M
|
-$2.8M
|
-67,565
|
-7%
|
|
|
4
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$10.4M
|
–
|
–
|
–
|
|
|
5
|
Lido Advisors
Los Angeles,
California
|
$10.2M
|
+$3.4M
|
+82,200
|
+52%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$7.42M
|
+$108K
|
+2,601
|
+2%
|
|
|
7
|
Bay Colony Advisors
Concord,
Massachusetts
|
$5.2M
|
+$5.03M
|
+121,458
|
New
|
|
|
8
|
Advisory Services Network
Atlanta,
Georgia
|
$4.94M
|
+$1.08M
|
+26,116
|
+30%
|
|
|
9
|
Newfound Research
Wellesley Hills,
Massachusetts
|
$4.75M
|
-$554K
|
-13,382
|
-11%
|
|
|
10
|
|
$4.07M
|
+$174K
|
+4,196
|
+5%
|
|
|
11
|
Spinnaker Trust
Portland,
Maine
|
$3.95M
|
+$48.1K
|
+1,162
|
+1%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.86M
|
-$132K
|
-3,195
|
-3%
|
|
|
13
|
Vicus Capital
State College,
Pennsylvania
|
$3.53M
|
+$3.41M
|
+82,341
|
New
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.32M
|
-$112K
|
-2,707
|
-3%
|
|
|
15
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$3.31M
|
+$623K
|
+15,043
|
+24%
|
|
|
16
|
|
$3.21M
|
+$2.18M
|
+52,570
|
+235%
|
|
|
17
|
Parametric Portfolio Associates
Seattle,
Washington
|
$2.73M
|
+$2.64M
|
+63,786
|
New
|
|
|
18
|
Northern Trust
Chicago,
Illinois
|
$2.32M
|
–
|
–
|
–
|
|
|
19
|
Rand Wealth
Baltimore,
Maryland
|
$2.21M
|
+$193K
|
+4,666
|
+10%
|
|
|
20
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$1.95M
|
+$273K
|
+6,599
|
+17%
|
|
|
21
|
Suntrust Banks
Atlanta,
Georgia
|
$1.87M
|
+$2.03K
|
+49
|
+0.1%
|
|
|
22
|
IFP Advisors
Tampa,
Florida
|
$1.77M
|
+$1.1M
|
+26,537
|
+179%
|
|
|
23
|
Beck Capital Management
Austin,
Texas
|
$1.45M
|
-$15.4K
|
-371
|
-1%
|
|
|
24
|
FMA Advisory
Harrisburg,
Pennsylvania
|
$1.44M
|
+$12.6K
|
+303
|
+0.9%
|
|
|
25
|
LPL Financial
San Diego,
California
|
$1.39M
|
+$116K
|
+2,810
|
+9%
|
|
