|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$117M
|
-$1.17M
|
-28,404
|
-1%
|
|
|
2
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$41.5M
|
-$6.28M
|
-152,846
|
-13%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$33.5M
|
-$14.8M
|
-359,056
|
-30%
|
|
|
4
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$25.1M
|
-$13M
|
-317,356
|
-34%
|
|
|
5
|
Cantor Fitzgerald Investment Advisors
New York
|
$22.7M
|
-$1.19M
|
-28,985
|
-5%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$21.3M
|
-$330K
|
-8,043
|
-1%
|
|
|
7
|
|
$20.1M
|
-$215K
|
-5,243
|
-1%
|
|
|
8
|
Lido Advisors
Los Angeles,
California
|
$14M
|
+$2.87M
|
+69,897
|
+25%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$13.3M
|
-$14.6K
|
-355
|
-0.1%
|
|
|
10
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$13.1M
|
+$2.89M
|
+70,225
|
+27%
|
|
|
11
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$12.5M
|
-$7.06M
|
-171,881
|
-36%
|
|
|
12
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$11.7M
|
+$8.05M
|
+195,895
|
+208%
|
|
|
13
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$11.3M
|
+$1.13M
|
+27,597
|
+11%
|
|
|
14
|
Advisory Services Network
Atlanta,
Georgia
|
$10.6M
|
+$1M
|
+24,345
|
+10%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$10.1M
|
+$264K
|
+6,433
|
+3%
|
|
|
16
|
LVZ Inc
Holland,
Michigan
|
$9.94M
|
+$706K
|
+17,182
|
+7%
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
$8.58M
|
-$6.15M
|
-149,718
|
-41%
|
|
|
18
|
Vicus Capital
State College,
Pennsylvania
|
$8.57M
|
+$816K
|
+19,861
|
+10%
|
|
|
19
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$7.5M
|
+$98.6K
|
+2,400
|
+1%
|
|
|
20
|
DeGreen Capital Management
Scottsdale,
Arizona
|
$7.2M
|
-$59.3K
|
-1,444
|
-0.8%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$6.99M
|
-$202K
|
-4,914
|
-3%
|
|
|
22
|
Rand Wealth
Baltimore,
Maryland
|
$6.96M
|
+$33.7K
|
+820
|
+0.5%
|
|
|
23
|
Spinnaker Trust
Portland,
Maine
|
$6.83M
|
-$184K
|
-4,482
|
-3%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.41M
|
-$771K
|
-18,769
|
-12%
|
|
|
25
|
|
$5.15M
|
+$4.33M
|
+105,379
|
+472%
|
|
