|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$33.5M
|
-$965K
|
-24,581
|
-3%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$26.4M
|
+$25.8M
|
+657,681
|
New
|
|
|
3
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$24.7M
|
+$24.1M
|
+614,934
|
New
|
|
|
4
|
Lido Advisors
Los Angeles,
California
|
$12M
|
+$3.2M
|
+81,485
|
+38%
|
|
|
5
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$11.8M
|
+$1.11M
|
+28,244
|
+11%
|
|
|
6
|
Portfolio Strategies
Monsey,
New York
|
$8.73M
|
-$63.4K
|
-1,615
|
-0.7%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.89M
|
-$228K
|
-5,819
|
-4%
|
|
|
8
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$5.31M
|
-$4.26M
|
-108,446
|
-45%
|
|
|
9
|
HighTower Advisors
Chicago,
Illinois
|
$4.64M
|
+$422K
|
+10,750
|
+10%
|
|
|
10
|
Advisory Services Network
Atlanta,
Georgia
|
$4.26M
|
+$1.03M
|
+26,173
|
+33%
|
|
|
11
|
Spinnaker Trust
Portland,
Maine
|
$4.17M
|
+$172K
|
+4,385
|
+4%
|
|
|
12
|
Rand Wealth
Baltimore,
Maryland
|
$3.65M
|
+$40K
|
+1,020
|
+1%
|
|
|
13
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$3.52M
|
-$335K
|
-8,527
|
-9%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.27M
|
+$354K
|
+9,023
|
+12%
|
|
|
15
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$3.15M
|
+$28.1K
|
+716
|
+0.9%
|
|
|
16
|
|
$2.79M
|
-$24.6K
|
-626
|
-0.9%
|
|
|
17
|
NorthCoast Asset Management
Greenwich,
Connecticut
|
$2.23M
|
+$2.18M
|
+55,451
|
New
|
|
|
18
|
Suntrust Banks
Atlanta,
Georgia
|
$2.17M
|
+$47.3K
|
+1,206
|
+2%
|
|
|
19
|
Newfound Research
Wellesley Hills,
Massachusetts
|
$2.09M
|
+$2.04M
|
+51,928
|
New
|
|
|
20
|
LPL Financial
San Diego,
California
|
$1.95M
|
+$1.14M
|
+29,073
|
+149%
|
|
|
21
|
Global Retirement Partners
San Rafael,
California
|
$1.94M
|
-$83.5K
|
-2,127
|
-4%
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$1.93M
|
-$862K
|
-21,971
|
-31%
|
|
|
23
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$1.72M
|
-$603K
|
-15,371
|
-26%
|
|
|
24
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$1.58M
|
+$51.7K
|
+1,318
|
+3%
|
|
|
25
|
|
$1.53M
|
-$2.1M
|
-53,616
|
-59%
|
|
