|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$78.9M
|
+$21M
|
+558,121
|
+36%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$30.8M
|
+$19M
|
+503,363
|
+159%
|
|
|
3
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$20.2M
|
+$20.3M
|
+537,342
|
New
|
|
|
4
|
Lido Advisors
Los Angeles,
California
|
$18.3M
|
+$2.46M
|
+65,259
|
+15%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$17.9M
|
+$554K
|
+14,698
|
+3%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$14.9M
|
-$256K
|
-6,790
|
-2%
|
|
|
7
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$10.7M
|
+$37.8K
|
+1,003
|
+0.4%
|
|
|
8
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$9.68M
|
+$4.44M
|
+117,787
|
+84%
|
|
|
9
|
Vicus Capital
State College,
Pennsylvania
|
$9.2M
|
+$608K
|
+16,112
|
+7%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$8.58M
|
-$5.33M
|
-141,435
|
-38%
|
|
|
11
|
|
$7.54M
|
-$3.32M
|
-87,952
|
-30%
|
|
|
12
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$7.39M
|
+$137K
|
+3,638
|
+2%
|
|
|
13
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$6.73M
|
-$1.55M
|
-41,135
|
-19%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$6.54M
|
+$153K
|
+4,058
|
+2%
|
|
|
15
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$6.31M
|
+$606K
|
+16,076
|
+11%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$6.25M
|
-$718K
|
-19,030
|
-10%
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$5.78M
|
-$911K
|
-24,167
|
-14%
|
|
|
18
|
Spinnaker Trust
Portland,
Maine
|
$5.36M
|
-$89.1K
|
-2,362
|
-2%
|
|
|
19
|
First Allied Advisory Services
San Diego,
California
|
$5.35M
|
+$966K
|
+25,618
|
+22%
|
|
|
20
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$5.34M
|
+$2K
|
+53
|
+0%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.09M
|
-$267K
|
-7,081
|
-5%
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
$4.6M
|
+$1.41M
|
+37,360
|
+44%
|
|
|
23
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$3.89M
|
-$280K
|
-7,416
|
-7%
|
|
|
24
|
|
$3.53M
|
-$1.25M
|
-33,179
|
-26%
|
|
|
25
|
LPL Financial
San Diego,
California
|
$3.38M
|
+$120K
|
+3,175
|
+4%
|
|
