|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$31.8M
|
-$48.4M
|
-1,273,427
|
-60%
|
|
|
2
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$9.88M
|
+$270K
|
+7,104
|
+3%
|
|
|
3
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$9.09M
|
–
|
–
|
–
|
|
|
4
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$8.51M
|
+$1.81M
|
+47,692
|
+26%
|
|
|
5
|
Portfolio Strategies
Monsey,
New York
|
$8.11M
|
-$93.6K
|
-2,464
|
-1%
|
|
|
6
|
Lido Advisors
Los Angeles,
California
|
$8.04M
|
+$2.83M
|
+74,397
|
+52%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.65M
|
-$702K
|
-18,472
|
-11%
|
|
|
8
|
HighTower Advisors
Chicago,
Illinois
|
$3.88M
|
+$105K
|
+2,774
|
+3%
|
|
|
9
|
Spinnaker Trust
Portland,
Maine
|
$3.69M
|
+$57.2K
|
+1,505
|
+2%
|
|
|
10
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$3.56M
|
-$102K
|
-2,691
|
-3%
|
|
|
11
|
|
$3.4M
|
+$677K
|
+17,821
|
+24%
|
|
|
12
|
Rand Wealth
Baltimore,
Maryland
|
$3.33M
|
+$264K
|
+6,956
|
+8%
|
|
|
13
|
Advisory Services Network
Atlanta,
Georgia
|
$3.12M
|
-$1.75M
|
-46,133
|
-37%
|
|
|
14
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$2.88M
|
+$76.5K
|
+2,014
|
+3%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.68M
|
-$357K
|
-9,408
|
-12%
|
|
|
16
|
|
$2.6M
|
-$658K
|
-17,313
|
-20%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$2.6M
|
-$422K
|
-11,096
|
-14%
|
|
|
18
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$2.15M
|
-$590K
|
-15,520
|
-21%
|
|
|
19
|
Suntrust Banks
Atlanta,
Georgia
|
$2.12M
|
+$118K
|
+3,106
|
+6%
|
|
|
20
|
Global Retirement Partners
San Rafael,
California
|
$1.87M
|
+$72.1K
|
+1,898
|
+4%
|
|
|
21
|
Tower Research Capital (TRC)
New York
|
$1.48M
|
+$1.52M
|
+39,926
|
New
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.45M
|
+$282K
|
+7,429
|
+24%
|
|
|
23
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$1.41M
|
+$226K
|
+5,952
|
+19%
|
|
|
24
|
Northern Trust
Chicago,
Illinois
|
$1.37M
|
–
|
–
|
–
|
|
|
25
|
MML Investors Services
Springfield,
Massachusetts
|
$1.24M
|
+$2.93K
|
+77
|
+0.2%
|
|
