|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$145M
|
-$1.23M
|
-28,138
|
-0.9%
|
|
|
2
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$36.4M
|
+$1.15M
|
+26,418
|
+3%
|
|
|
3
|
RWA Wealth Partners
Newton,
Massachusetts
|
$32.7M
|
+$989K
|
+22,695
|
+3%
|
|
|
4
|
Lido Advisors
Los Angeles,
California
|
$25.1M
|
+$2.99M
|
+68,755
|
+14%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$18M
|
-$5.07M
|
-116,304
|
-23%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.6M
|
-$9.4M
|
-215,768
|
-37%
|
|
|
7
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$16.3M
|
+$3.25M
|
+74,595
|
+25%
|
|
|
8
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$16M
|
+$5.6M
|
+128,649
|
+57%
|
|
|
9
|
Spectrum Management Group
Indianapolis,
Indiana
|
$13.3M
|
+$93.1K
|
+2,137
|
+0.7%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$12.7M
|
-$256K
|
-5,869
|
-2%
|
|
|
11
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$9.86M
|
+$224K
|
+5,149
|
+2%
|
|
|
12
|
Kelly Financial Services
Braintree,
Massachusetts
|
$9.2M
|
+$203K
|
+4,669
|
+2%
|
|
|
13
|
|
$7.92M
|
-$891K
|
-20,455
|
-10%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$7.27M
|
-$3.88M
|
-89,009
|
-36%
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
$6.89M
|
+$231K
|
+5,313
|
+4%
|
|
|
16
|
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
|
$6.75M
|
+$274K
|
+6,301
|
+4%
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$6.57M
|
+$84.5K
|
+1,939
|
+1%
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$6.48M
|
-$3.39M
|
-77,823
|
-35%
|
|
|
19
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$6.38M
|
+$775K
|
+17,799
|
+14%
|
|
|
20
|
SVB Wealth
Boston,
Massachusetts
|
$6.21M
|
+$6.01M
|
+138,062
|
New
|
|
|
21
|
Advisory Services Network
Atlanta,
Georgia
|
$6.08M
|
+$739K
|
+16,963
|
+14%
|
|
|
22
|
Karp Capital Management
Sausalito,
California
|
$5.94M
|
+$839K
|
+19,265
|
+17%
|
|
|
23
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$5.9M
|
+$482K
|
+11,074
|
+9%
|
|
|
24
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$5.56M
|
+$50.4K
|
+1,158
|
+0.9%
|
|
|
25
|
LPL Financial
San Diego,
California
|
$5.28M
|
+$590K
|
+13,553
|
+13%
|
|
