|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$139M
|
+$32.2M
|
+780,430
|
+27%
|
|
|
2
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$12.1M
|
–
|
–
|
–
|
|
|
3
|
Lido Advisors
Los Angeles,
California
|
$10.5M
|
-$461K
|
-11,169
|
-4%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$8.97M
|
+$1.89M
|
+45,937
|
+24%
|
|
|
5
|
Advisory Services Network
Atlanta,
Georgia
|
$6.44M
|
+$2.59M
|
+62,736
|
+60%
|
|
|
6
|
Bay Colony Advisors
Concord,
Massachusetts
|
$5.28M
|
+$100K
|
+2,424
|
+2%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.04M
|
-$5.05M
|
-122,405
|
-48%
|
|
|
8
|
|
$4.79M
|
+$855K
|
+20,733
|
+20%
|
|
|
9
|
Vicus Capital
State College,
Pennsylvania
|
$4.23M
|
+$1.18M
|
+28,688
|
+35%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.13M
|
+$3.83M
|
+92,739
|
+615%
|
|
|
11
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$3.23M
|
-$3.07M
|
-74,468
|
-47%
|
|
|
12
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$3.13M
|
-$5.46M
|
-132,313
|
-62%
|
|
|
13
|
Spinnaker Trust
Portland,
Maine
|
$2.99M
|
-$816K
|
-19,780
|
-20%
|
|
|
14
|
Karp Capital Management
Sausalito,
California
|
$2.74M
|
+$2.95M
|
+71,465
|
New
|
|
|
15
|
|
$2.3M
|
-$485K
|
-11,765
|
-16%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$2.09M
|
+$1.83M
|
+44,261
|
+429%
|
|
|
17
|
FMA Advisory
Harrisburg,
Pennsylvania
|
$2.03M
|
-$195K
|
-4,728
|
-8%
|
|
|
18
|
Stifel Financial
St. Louis,
Missouri
|
$2.03M
|
+$2.18M
|
+52,976
|
New
|
|
|
19
|
Suntrust Banks
Atlanta,
Georgia
|
$2.01M
|
+$166K
|
+4,018
|
+9%
|
|
|
20
|
Northern Trust
Chicago,
Illinois
|
$1.93M
|
-$4.08K
|
-99
|
-0.2%
|
|
|
21
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$1.87M
|
+$105K
|
+2,549
|
+6%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$1.58M
|
-$600K
|
-14,539
|
-26%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.55M
|
-$2.47M
|
-59,892
|
-60%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.33M
|
-$2.15M
|
-52,073
|
-60%
|
|
|
25
|
Citadel Advisors
Miami,
Florida
|
$1.26M
|
+$1.36M
|
+32,907
|
New
|
|
