|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$138M
|
+$30M
|
+682,992
|
+26%
|
|
|
2
|
Richard C. Young & Co
Newport,
Rhode Island
|
$34.1M
|
-$827K
|
-18,814
|
-2%
|
|
|
3
|
RWA Wealth Partners
Newton,
Massachusetts
|
$26.2M
|
+$2.63M
|
+59,816
|
+10%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$17.9M
|
-$14.8M
|
-336,805
|
-44%
|
|
|
5
|
Lido Advisors
Los Angeles,
California
|
$17.6M
|
+$5.31M
|
+120,764
|
+40%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.4M
|
-$8.67M
|
-197,223
|
-32%
|
|
|
7
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$16.7M
|
+$1.78M
|
+40,462
|
+11%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$15.2M
|
-$192K
|
-4,369
|
-1%
|
|
|
9
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$12.7M
|
–
|
–
|
–
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$10.6M
|
-$128K
|
-2,920
|
-1%
|
|
|
11
|
Spectrum Management Group
Indianapolis,
Indiana
|
$10.2M
|
+$10.8M
|
+246,740
|
New
|
|
|
12
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$9.16M
|
+$4.89M
|
+111,175
|
+101%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$9.09M
|
+$1.81M
|
+41,119
|
+23%
|
|
|
14
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$8.74M
|
+$12.3K
|
+281
|
+0.1%
|
|
|
15
|
Lazard Asset Management
New York
|
$7.71M
|
+$8.2M
|
+186,535
|
New
|
|
|
16
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$7.18M
|
-$3.05M
|
-69,297
|
-29%
|
|
|
17
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$7.03M
|
+$7.47M
|
+170,051
|
New
|
|
|
18
|
|
$6.77M
|
+$524K
|
+11,929
|
+8%
|
|
|
19
|
HighTower Advisors
Chicago,
Illinois
|
$6.26M
|
-$145K
|
-3,290
|
-2%
|
|
|
20
|
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
|
$5.89M
|
+$6.27M
|
+142,641
|
New
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$5.6M
|
+$5.96M
|
+135,537
|
New
|
|
|
22
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$5.04M
|
+$830K
|
+18,877
|
+18%
|
|
|
23
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$4.48M
|
+$3.96M
|
+90,095
|
+405%
|
|
|
24
|
First Allied Advisory Services
San Diego,
California
|
$4.32M
|
+$4.41M
|
+100,315
|
+2,054%
|
|
|
25
|
Karp Capital Management
Sausalito,
California
|
$4.21M
|
+$4.47M
|
+101,813
|
New
|
|
