|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$145M
|
-$3.37M
|
-77,352
|
-2%
|
|
|
2
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$34.8M
|
+$22.3M
|
+511,192
|
+188%
|
|
|
3
|
RWA Wealth Partners
Newton,
Massachusetts
|
$31.3M
|
+$3.09M
|
+70,858
|
+11%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$26.1M
|
+$7.13M
|
+163,460
|
+39%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$23M
|
+$6.43M
|
+147,419
|
+40%
|
|
|
6
|
Lido Advisors
Los Angeles,
California
|
$21.8M
|
+$2.91M
|
+66,732
|
+16%
|
|
|
7
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$20.3M
|
+$18.3M
|
+420,217
|
+1,204%
|
|
|
8
|
Spectrum Management Group
Indianapolis,
Indiana
|
$13.1M
|
+$2.08M
|
+47,711
|
+19%
|
|
|
9
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$13M
|
+$5.35M
|
+122,746
|
+72%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$12.9M
|
+$1.41M
|
+32,432
|
+13%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$11.2M
|
+$1.34M
|
+30,764
|
+14%
|
|
|
12
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$10.1M
|
-$7.81M
|
-179,099
|
-44%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$9.87M
|
-$9.22M
|
-211,329
|
-49%
|
|
|
14
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$9.52M
|
+$98.7K
|
+2,263
|
+1%
|
|
|
15
|
Kelly Financial Services
Braintree,
Massachusetts
|
$8.89M
|
+$8.71M
|
+199,686
|
New
|
|
|
16
|
|
$8.74M
|
+$1.42M
|
+32,547
|
+20%
|
|
|
17
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$8.16M
|
-$1.68M
|
-38,474
|
-17%
|
|
|
18
|
HighTower Advisors
Chicago,
Illinois
|
$6.57M
|
-$185K
|
-4,238
|
-3%
|
|
|
19
|
Lazard Asset Management
New York
|
$6.55M
|
-$1.71M
|
-39,210
|
-21%
|
|
|
20
|
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
|
$6.39M
|
+$43.5K
|
+997
|
+0.7%
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$6.37M
|
+$372K
|
+8,517
|
+6%
|
|
|
22
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$5.52M
|
-$2.17M
|
-49,798
|
-29%
|
|
|
23
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$5.44M
|
+$14.9K
|
+341
|
+0.3%
|
|
|
24
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$5.34M
|
+$5.23M
|
+119,988
|
New
|
|
|
25
|
Advisory Services Network
Atlanta,
Georgia
|
$5.25M
|
+$1.02M
|
+23,359
|
+25%
|
|
