|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$27.8M
|
-$1.1M
|
-27,890
|
-4%
|
|
|
2
|
Lido Advisors
Los Angeles,
California
|
$19.1M
|
+$2.74M
|
+69,706
|
+17%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.7M
|
-$1.43M
|
-36,414
|
-10%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$7.57M
|
-$2.16M
|
-54,872
|
-22%
|
|
|
5
|
SVB Wealth
Boston,
Massachusetts
|
$5.81M
|
-$359K
|
-9,124
|
-6%
|
|
|
6
|
Personal CFO Solutions
Chester,
New Jersey
|
$5.47M
|
+$5.4M
|
+137,241
|
New
|
|
|
7
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$3.96M
|
-$645K
|
-16,372
|
-14%
|
|
|
8
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$3.87M
|
-$151K
|
-3,839
|
-4%
|
|
|
9
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$3.34M
|
-$6.5K
|
-165
|
-0.2%
|
|
|
10
|
Spinnaker Trust
Portland,
Maine
|
$3.01M
|
-$4.65K
|
-118
|
-0.2%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$3M
|
-$709K
|
-18,008
|
-19%
|
|
|
12
|
|
$2.97M
|
+$65.8K
|
+1,671
|
+2%
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$2.84M
|
-$25K
|
-635
|
-0.9%
|
|
|
14
|
Advisor Group
Phoenix,
Arizona
|
$2.83M
|
-$264K
|
-6,702
|
-9%
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
$2.54M
|
+$582K
|
+14,774
|
+30%
|
|
|
16
|
Suntrust Banks
Atlanta,
Georgia
|
$2.53M
|
-$49.6K
|
-1,260
|
-2%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.4M
|
-$1.59M
|
-40,360
|
-40%
|
|
|
18
|
NorthCoast Asset Management
Greenwich,
Connecticut
|
$2.36M
|
+$1.64M
|
+41,716
|
+239%
|
|
|
19
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$2.3M
|
+$34.8K
|
+885
|
+2%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.26M
|
-$263K
|
-6,686
|
-11%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.11M
|
-$637K
|
-16,191
|
-23%
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.93M
|
+$1.91M
|
+48,527
|
New
|
|
|
23
|
Newfound Research
Wellesley Hills,
Massachusetts
|
$1.93M
|
-$67.7K
|
-1,720
|
-3%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$1.75M
|
+$699K
|
+17,748
|
+68%
|
|
|
25
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$1.51M
|
-$136K
|
-3,464
|
-8%
|
|
