|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$153M
|
-$7.13M
|
-158,343
|
-5%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$26.2M
|
+$453K
|
+10,075
|
+2%
|
|
|
3
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$21.2M
|
+$128K
|
+2,852
|
+0.6%
|
|
|
4
|
Lido Advisors
Los Angeles,
California
|
$15.8M
|
+$1.34M
|
+29,813
|
+9%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$10.2M
|
+$85.9K
|
+1,908
|
+0.9%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.52M
|
+$674K
|
+14,982
|
+10%
|
|
|
7
|
Bay Colony Advisors
Concord,
Massachusetts
|
$6.35M
|
+$49.3K
|
+1,095
|
+0.8%
|
|
|
8
|
|
$5.17M
|
-$386K
|
-8,566
|
-7%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.85M
|
+$4.53M
|
+100,702
|
+1,870%
|
|
|
10
|
Karp Capital Management
Sausalito,
California
|
$4.65M
|
+$1.1M
|
+24,490
|
+32%
|
|
|
11
|
Vicus Capital
State College,
Pennsylvania
|
$4.63M
|
-$338K
|
-7,501
|
-7%
|
|
|
12
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$4.26M
|
+$1.25M
|
+27,834
|
+43%
|
|
|
13
|
SVB Wealth
Boston,
Massachusetts
|
$3.77M
|
+$3.71M
|
+82,384
|
New
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.57M
|
+$3.3M
|
+73,349
|
+1,537%
|
|
|
15
|
Spinnaker Trust
Portland,
Maine
|
$3.41M
|
-$31.5K
|
-699
|
-0.9%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.27M
|
+$918K
|
+20,395
|
+40%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$3.23M
|
+$2.57M
|
+57,066
|
+418%
|
|
|
18
|
55I LLC
Boston,
Massachusetts
|
$2.79M
|
+$2.46M
|
+54,580
|
+855%
|
|
|
19
|
Stifel Financial
St. Louis,
Missouri
|
$2.38M
|
-$28.5K
|
-634
|
-1%
|
|
|
20
|
FMA Advisory
Harrisburg,
Pennsylvania
|
$2.35M
|
-$42.4K
|
-943
|
-2%
|
|
|
21
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$2.24M
|
+$123K
|
+2,741
|
+6%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$2.19M
|
+$323K
|
+7,175
|
+18%
|
|
|
23
|
NorthCoast Asset Management
Greenwich,
Connecticut
|
$2.05M
|
+$287K
|
+6,371
|
+17%
|
|
|
24
|
Fifth Third Securities
Cincinnati,
Ohio
|
$2.03M
|
+$2M
|
+44,455
|
New
|
|
|
25
|
Beck Capital Management
Austin,
Texas
|
$1.95M
|
-$85.1K
|
-1,891
|
-4%
|
|
