|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$113M
|
-$2.87M
|
-70,330
|
-3%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$39.1M
|
+$1.44M
|
+35,411
|
+4%
|
|
|
3
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$36.5M
|
-$1.41M
|
-34,551
|
-4%
|
|
|
4
|
Richard C. Young & Co
Newport,
Rhode Island
|
$34.6M
|
-$164K
|
-4,029
|
-0.5%
|
|
|
5
|
RWA Wealth Partners
Newton,
Massachusetts
|
$18.4M
|
+$5.57M
|
+136,534
|
+44%
|
|
|
6
|
BB&T Securities
Richmond,
Virginia
|
$17M
|
+$5.63M
|
+138,026
|
+50%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$14.2M
|
+$1.87M
|
+45,862
|
+15%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$10.4M
|
+$220K
|
+5,390
|
+2%
|
|
|
9
|
Lido Advisors
Los Angeles,
California
|
$9.41M
|
+$2.31M
|
+56,553
|
+33%
|
|
|
10
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$9.15M
|
-$149K
|
-3,652
|
-2%
|
|
|
11
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$8.96M
|
+$1.9M
|
+46,675
|
+27%
|
|
|
12
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$6.34M
|
–
|
–
|
–
|
|
|
13
|
Rand Wealth
Baltimore,
Maryland
|
$5.36M
|
+$598K
|
+14,662
|
+13%
|
|
|
14
|
|
$5.29M
|
-$2.37M
|
-58,209
|
-31%
|
|
|
15
|
Suntrust Banks
Atlanta,
Georgia
|
$4.46M
|
+$243K
|
+5,965
|
+6%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.33M
|
-$377K
|
-9,244
|
-8%
|
|
|
17
|
Advisory Services Network
Atlanta,
Georgia
|
$4.31M
|
+$1.78M
|
+43,658
|
+80%
|
|
|
18
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$4.24M
|
+$904K
|
+22,171
|
+28%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$2.57M
|
+$27.6K
|
+676
|
+1%
|
|
|
20
|
|
$2.56M
|
+$767K
|
+18,819
|
+44%
|
|
|
21
|
Traynor Capital Management
Malvern,
Pennsylvania
|
$2.56M
|
-$235K
|
-5,772
|
-9%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$2.54M
|
-$14.1K
|
-346
|
-0.6%
|
|
|
23
|
Mariner
Overland Park,
Kansas
|
$2.44M
|
+$691K
|
+16,955
|
+40%
|
|
|
24
|
Armor Investment Advisors
Raleigh,
North Carolina
|
$2.27M
|
-$8.15K
|
-200
|
-0.4%
|
|
|
25
|
Northern Trust
Chicago,
Illinois
|
$2.22M
|
–
|
–
|
–
|
|
