|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$101M
|
-$3.5M
|
-75,471
|
-4%
|
|
|
2
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$50.2M
|
+$8.41M
|
+181,003
|
+22%
|
|
|
3
|
RWA Wealth Partners
Newton,
Massachusetts
|
$35.2M
|
+$516K
|
+11,101
|
+2%
|
|
|
4
|
Lido Advisors
Los Angeles,
California
|
$33M
|
+$5.31M
|
+114,335
|
+21%
|
|
|
5
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$22M
|
+$1.87M
|
+40,267
|
+10%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$18.1M
|
-$248K
|
-5,334
|
-1%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$16.5M
|
+$604K
|
+13,000
|
+4%
|
|
|
8
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$14M
|
-$3.02M
|
-65,018
|
-19%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$13.3M
|
+$10.3M
|
+221,001
|
+482%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$12.1M
|
-$439K
|
-9,452
|
-4%
|
|
|
11
|
Halpern Financial
Ashburn,
Virginia
|
$11.7M
|
+$10.9M
|
+235,126
|
New
|
|
|
12
|
Kelly Financial Services
Braintree,
Massachusetts
|
$11.2M
|
+$1.05M
|
+22,551
|
+11%
|
|
|
13
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$11M
|
+$42K
|
+905
|
+0.4%
|
|
|
14
|
Karp Capital Management
Sausalito,
California
|
$8.63M
|
+$407K
|
+8,770
|
+5%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$8.5M
|
+$1.14M
|
+24,457
|
+17%
|
|
|
16
|
SVB Wealth
Boston,
Massachusetts
|
$8.11M
|
+$1.79M
|
+38,558
|
+31%
|
|
|
17
|
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
|
$7.45M
|
+$44.1K
|
+949
|
+0.6%
|
|
|
18
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$7.24M
|
+$266K
|
+5,722
|
+4%
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$7.24M
|
+$5.55M
|
+119,478
|
+460%
|
|
|
20
|
Stifel Financial
St. Louis,
Missouri
|
$7.05M
|
-$145K
|
-3,129
|
-2%
|
|
|
21
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$6.99M
|
+$205K
|
+4,417
|
+3%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$6.36M
|
+$57.4K
|
+1,237
|
+1%
|
|
|
23
|
|
$6.22M
|
+$43.6K
|
+939
|
+0.8%
|
|
|
24
|
Personal CFO Solutions
Chester,
New Jersey
|
$6.03M
|
-$230K
|
-4,958
|
-4%
|
|
|
25
|
Advisory Services Network
Atlanta,
Georgia
|
$6.01M
|
-$659K
|
-14,186
|
-11%
|
|
