|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$53.4M
|
-$51M
|
-1,349,841
|
-47%
|
|
|
2
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$41.5M
|
-$9.97K
|
-264
|
-0%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$16M
|
+$4.97M
|
+131,570
|
+40%
|
|
|
4
|
Lido Advisors
Los Angeles,
California
|
$14.6M
|
+$2.92M
|
+77,272
|
+22%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$14M
|
-$4.7M
|
-124,467
|
-24%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$12.8M
|
+$4.48M
|
+118,697
|
+47%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.9M
|
-$19.4M
|
-513,358
|
-62%
|
|
|
8
|
|
$9.99M
|
-$7.88M
|
-208,538
|
-42%
|
|
|
9
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$9.78M
|
-$1.62M
|
-42,854
|
-13%
|
|
|
10
|
Vicus Capital
State College,
Pennsylvania
|
$7.92M
|
+$625K
|
+16,535
|
+8%
|
|
|
11
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$7.62M
|
-$2.62M
|
-69,444
|
-24%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$6.78M
|
+$6.41M
|
+169,817
|
+641%
|
|
|
13
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$6.68M
|
+$273K
|
+7,218
|
+4%
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
$6.34M
|
-$1.1M
|
-29,064
|
-14%
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
$6.16M
|
+$6.73M
|
+178,105
|
New
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$5.88M
|
-$114K
|
-3,017
|
-2%
|
|
|
17
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$5.25M
|
-$5.94M
|
-157,267
|
-51%
|
|
|
18
|
Spinnaker Trust
Portland,
Maine
|
$5.02M
|
-$917K
|
-24,287
|
-14%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.93M
|
+$331K
|
+8,752
|
+7%
|
|
|
20
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$4.91M
|
+$811K
|
+21,480
|
+18%
|
|
|
21
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$4.84M
|
+$5.29M
|
+140,090
|
New
|
|
|
22
|
|
$4.4M
|
-$15.2K
|
-402
|
-0.3%
|
|
|
23
|
Cobiz Wealth
Denver,
Colorado
|
$4.34M
|
+$4.74M
|
+125,534
|
New
|
|
|
24
|
First Allied Advisory Services
San Diego,
California
|
$4.03M
|
+$526K
|
+13,934
|
+14%
|
|
|
25
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$3.84M
|
-$224K
|
-5,936
|
-5%
|
|
