|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$112M
|
+$116M
|
+2,812,676
|
New
|
|
|
2
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$36.6M
|
+$16.7M
|
+403,329
|
+78%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$35.9M
|
+$13M
|
+313,687
|
+52%
|
|
|
4
|
Richard C. Young & Co
Newport,
Rhode Island
|
$33.5M
|
+$1.12M
|
+26,936
|
+3%
|
|
|
5
|
RWA Wealth Partners
Newton,
Massachusetts
|
$12.3M
|
+$4.73M
|
+114,182
|
+58%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$11.8M
|
+$2.22M
|
+53,717
|
+22%
|
|
|
7
|
BB&T Securities
Richmond,
Virginia
|
$10.9M
|
+$11.4M
|
+274,554
|
New
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$9.8M
|
+$837K
|
+20,203
|
+9%
|
|
|
9
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$8.96M
|
-$134K
|
-3,226
|
-1%
|
|
|
10
|
|
$7.42M
|
-$682K
|
-16,467
|
-8%
|
|
|
11
|
Lido Advisors
Los Angeles,
California
|
$6.82M
|
+$2.13M
|
+51,469
|
+43%
|
|
|
12
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$6.78M
|
+$2.13M
|
+51,390
|
+43%
|
|
|
13
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$6.34M
|
-$2.66M
|
-64,182
|
-29%
|
|
|
14
|
Rand Wealth
Baltimore,
Maryland
|
$4.58M
|
+$2.31M
|
+55,795
|
+94%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.54M
|
-$3.01M
|
-72,774
|
-39%
|
|
|
16
|
Suntrust Banks
Atlanta,
Georgia
|
$4.16M
|
+$1.06M
|
+25,633
|
+33%
|
|
|
17
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$3.2M
|
+$335K
|
+8,084
|
+11%
|
|
|
18
|
Traynor Capital Management
Malvern,
Pennsylvania
|
$2.69M
|
+$86.9K
|
+2,098
|
+3%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$2.46M
|
+$47.5K
|
+1,148
|
+2%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$2.46M
|
-$63.9K
|
-1,542
|
-2%
|
|
|
21
|
Armor Investment Advisors
Raleigh,
North Carolina
|
$2.19M
|
+$133K
|
+3,200
|
+6%
|
|
|
22
|
Advisory Services Network
Atlanta,
Georgia
|
$2.18M
|
-$1.25M
|
-30,212
|
-36%
|
|
|
23
|
Northern Trust
Chicago,
Illinois
|
$2.14M
|
–
|
–
|
–
|
|
|
24
|
|
$1.72M
|
-$3.66M
|
-88,339
|
-67%
|
|
|
25
|
Cetera Advisors
Denver,
Colorado
|
$1.71M
|
-$14.5K
|
-351
|
-0.8%
|
|
