|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$115M
|
-$2.53M
|
-62,396
|
-2%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$46.6M
|
-$377K
|
-9,300
|
-0.8%
|
|
|
3
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$46.3M
|
+$3.99M
|
+98,295
|
+9%
|
|
|
4
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$36.8M
|
+$1.04M
|
+25,693
|
+3%
|
|
|
5
|
Cantor Fitzgerald Investment Advisors
New York
|
$23.2M
|
+$73.2K
|
+1,806
|
+0.3%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$21.1M
|
-$5.66M
|
-139,610
|
-21%
|
|
|
7
|
|
$19.7M
|
+$10.5M
|
+258,808
|
+106%
|
|
|
8
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$19.4M
|
–
|
–
|
–
|
|
|
9
|
HighTower Advisors
Chicago,
Illinois
|
$14.2M
|
-$768K
|
-18,932
|
-5%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$13M
|
-$125K
|
-3,074
|
-0.9%
|
|
|
11
|
Lido Advisors
Los Angeles,
California
|
$10.8M
|
+$3.5M
|
+86,229
|
+45%
|
|
|
12
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$10M
|
+$356K
|
+8,780
|
+4%
|
|
|
13
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$9.87M
|
+$293K
|
+7,228
|
+3%
|
|
|
14
|
Advisory Services Network
Atlanta,
Georgia
|
$9.87M
|
+$3.38M
|
+83,278
|
+53%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$9.6M
|
+$730K
|
+18,006
|
+8%
|
|
|
16
|
LVZ Inc
Holland,
Michigan
|
$9.33M
|
+$423K
|
+10,419
|
+5%
|
|
|
17
|
Vicus Capital
State College,
Pennsylvania
|
$7.55M
|
+$2.25M
|
+55,493
|
+40%
|
|
|
18
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$7.2M
|
-$11.9K
|
-293
|
-0.2%
|
|
|
19
|
DeGreen Capital Management
Scottsdale,
Arizona
|
$7.06M
|
+$314K
|
+7,737
|
+4%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$6.99M
|
-$6.93K
|
-171
|
-0.1%
|
|
|
21
|
Spinnaker Trust
Portland,
Maine
|
$6.82M
|
+$107K
|
+2,646
|
+2%
|
|
|
22
|
Rand Wealth
Baltimore,
Maryland
|
$6.73M
|
+$465K
|
+11,472
|
+7%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.99M
|
-$4.6M
|
-113,426
|
-43%
|
|
|
24
|
Newfound Research
Wellesley Hills,
Massachusetts
|
$5.57M
|
-$57.6K
|
-1,420
|
-1%
|
|
|
25
|
Tower Research Capital (TRC)
New York
|
$5.54M
|
+$4.64M
|
+114,508
|
+426%
|
|
