|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$147M
|
-$5.96M
|
-129,514
|
-4%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$23.7M
|
-$2.5M
|
-54,276
|
-9%
|
|
|
3
|
Lido Advisors
Los Angeles,
California
|
$20.7M
|
+$4.89M
|
+106,163
|
+31%
|
|
|
4
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$20.5M
|
+$20.6M
|
+447,632
|
New
|
|
|
5
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$20.2M
|
-$1.04M
|
-22,634
|
-5%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$9.27M
|
-$986K
|
-21,434
|
-10%
|
|
|
7
|
BB&T Securities
Richmond,
Virginia
|
$8.95M
|
+$9.01M
|
+195,749
|
New
|
|
|
8
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$8.38M
|
+$9.01M
|
+195,705
|
New
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.25M
|
-$281K
|
-6,098
|
-4%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.05M
|
+$1.21M
|
+26,256
|
+25%
|
|
|
11
|
Karp Capital Management
Sausalito,
California
|
$5.04M
|
+$384K
|
+8,335
|
+8%
|
|
|
12
|
Vicus Capital
State College,
Pennsylvania
|
$4.72M
|
+$83.1K
|
+1,805
|
+2%
|
|
|
13
|
|
$4.55M
|
-$621K
|
-13,486
|
-12%
|
|
|
14
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$3.92M
|
-$341K
|
-7,399
|
-8%
|
|
|
15
|
SVB Wealth
Boston,
Massachusetts
|
$3.53M
|
-$241K
|
-5,245
|
-6%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.5M
|
+$227K
|
+4,940
|
+7%
|
|
|
17
|
Spinnaker Trust
Portland,
Maine
|
$3.4M
|
-$16.8K
|
-365
|
-0.5%
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$3.37M
|
+$137K
|
+2,986
|
+4%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.17M
|
-$408K
|
-8,855
|
-11%
|
|
|
20
|
55I LLC
Boston,
Massachusetts
|
$2.71M
|
-$81.3K
|
-1,766
|
-3%
|
|
|
21
|
Milestone Advisory Partners
Southern Pines,
North Carolina
|
$2.44M
|
+$874K
|
+18,988
|
+55%
|
|
|
22
|
Stifel Financial
St. Louis,
Missouri
|
$2.33M
|
-$57.7K
|
-1,253
|
-2%
|
|
|
23
|
FMA Advisory
Harrisburg,
Pennsylvania
|
$2.32M
|
-$28.9K
|
-627
|
-1%
|
|
|
24
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$2.25M
|
+$12.3K
|
+268
|
+0.5%
|
|
|
25
|
Newfound Research
Wellesley Hills,
Massachusetts
|
$1.96M
|
+$32.6K
|
+709
|
+2%
|
|
