|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$91.4M
|
-$49.6M
|
-1,120,089
|
-35%
|
|
|
2
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$35.9M
|
+$858K
|
+19,372
|
+2%
|
|
|
3
|
RWA Wealth Partners
Newton,
Massachusetts
|
$30.2M
|
-$1.35M
|
-30,414
|
-4%
|
|
|
4
|
Lido Advisors
Los Angeles,
California
|
$23.8M
|
-$436K
|
-9,854
|
-2%
|
|
|
5
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$18M
|
+$1.06M
|
+23,851
|
+6%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$16M
|
+$9.52K
|
+215
|
+0.1%
|
|
|
7
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$15M
|
-$352K
|
-7,939
|
-2%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$13.8M
|
-$3.58M
|
-80,766
|
-20%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$11M
|
-$1.32M
|
-29,831
|
-11%
|
|
|
10
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$9.52M
|
+$21.2K
|
+479
|
+0.2%
|
|
|
11
|
Kelly Financial Services
Braintree,
Massachusetts
|
$8.83M
|
-$36K
|
-813
|
-0.4%
|
|
|
12
|
Karp Capital Management
Sausalito,
California
|
$7.14M
|
+$1.45M
|
+32,760
|
+25%
|
|
|
13
|
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
|
$6.46M
|
-$49K
|
-1,106
|
-0.7%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.35M
|
-$673K
|
-15,207
|
-9%
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
$6.29M
|
-$45.6K
|
-1,029
|
-0.7%
|
|
|
16
|
Advisory Services Network
Atlanta,
Georgia
|
$6.08M
|
–
|
–
|
–
|
|
|
17
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$6.06M
|
-$87K
|
-1,964
|
-1%
|
|
|
18
|
|
$6.06M
|
+$5.78M
|
+130,549
|
+1,424%
|
|
|
19
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$5.91M
|
+$228K
|
+5,139
|
+4%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$5.49M
|
+$411K
|
+9,286
|
+8%
|
|
|
21
|
Personal CFO Solutions
Chester,
New Jersey
|
$5.47M
|
+$5.59M
|
+126,201
|
New
|
|
|
22
|
SVB Wealth
Boston,
Massachusetts
|
$5.4M
|
-$599K
|
-13,528
|
-10%
|
|
|
23
|
|
$5.38M
|
-$2.29M
|
-51,761
|
-29%
|
|
|
24
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$5.31M
|
-$50.5K
|
-1,141
|
-0.9%
|
|
|
25
|
Suntrust Banks
Atlanta,
Georgia
|
$4.39M
|
-$80.2K
|
-1,812
|
-2%
|
|
