|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$130M
|
-$4.39M
|
-98,991
|
-3%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$27.3M
|
-$13.7M
|
-308,208
|
-34%
|
|
|
3
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$24.9M
|
-$13.6M
|
-307,462
|
-36%
|
|
|
4
|
Lido Advisors
Los Angeles,
California
|
$12.9M
|
+$2.01M
|
+45,345
|
+19%
|
|
|
5
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$12.1M
|
+$11.8M
|
+266,081
|
New
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$11.5M
|
+$7.26M
|
+163,813
|
+182%
|
|
|
7
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$9.78M
|
-$2.12M
|
-47,780
|
-18%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$8.56M
|
+$665K
|
+15,002
|
+9%
|
|
|
9
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$7.22M
|
+$5.86M
|
+132,127
|
+499%
|
|
|
10
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$7.04M
|
+$3.44M
|
+77,533
|
+100%
|
|
|
11
|
Bay Colony Advisors
Concord,
Massachusetts
|
$6.15M
|
+$611K
|
+13,772
|
+11%
|
|
|
12
|
Advisory Services Network
Atlanta,
Georgia
|
$4.79M
|
-$350K
|
-7,887
|
-7%
|
|
|
13
|
|
$4.74M
|
+$408K
|
+9,207
|
+10%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.57M
|
+$1.01M
|
+22,875
|
+30%
|
|
|
15
|
Spinnaker Trust
Portland,
Maine
|
$4.45M
|
+$247K
|
+5,567
|
+6%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.95M
|
+$3.85M
|
+86,802
|
+105,856%
|
|
|
17
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$3.81M
|
+$6.73M
|
+151,816
|
New
|
|
|
18
|
Vicus Capital
State College,
Pennsylvania
|
$3.72M
|
-$24.5K
|
-553
|
-0.7%
|
|
|
19
|
|
$3.27M
|
-$135K
|
-3,054
|
-4%
|
|
|
20
|
Parametric Portfolio Associates
Seattle,
Washington
|
$2.9M
|
–
|
–
|
–
|
|
|
21
|
FMA Advisory
Harrisburg,
Pennsylvania
|
$2.63M
|
+$1.08M
|
+24,270
|
+72%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$2.54M
|
+$1.04M
|
+23,468
|
+72%
|
|
|
23
|
Penserra Capital Management
Orinda,
California
|
$2.43M
|
+$2.37M
|
+53,488
|
New
|
|
|
24
|
Rand Wealth
Baltimore,
Maryland
|
$2.35M
|
+$1.33K
|
+30
|
+0.1%
|
|
|
25
|
Northern Trust
Chicago,
Illinois
|
$2.3M
|
-$163K
|
-3,685
|
-7%
|
|
