|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$81.9M
|
-$2.46M
|
-62,247
|
-3%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$38.6M
|
+$5.63M
|
+142,694
|
+17%
|
|
|
3
|
Lido Advisors
Los Angeles,
California
|
$22M
|
+$2.39M
|
+60,571
|
+12%
|
|
|
4
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$21.3M
|
-$285K
|
-7,230
|
-1%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$19.4M
|
+$274K
|
+6,938
|
+1%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$14.4M
|
-$1.57M
|
-39,787
|
-10%
|
|
|
7
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$12.3M
|
+$2.11M
|
+53,394
|
+21%
|
|
|
8
|
Vicus Capital
State College,
Pennsylvania
|
$9.76M
|
-$66.4K
|
-1,684
|
-0.7%
|
|
|
9
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$8.73M
|
-$2.62M
|
-66,412
|
-23%
|
|
|
10
|
SVB Wealth
Boston,
Massachusetts
|
$8.71M
|
+$8.57M
|
+217,190
|
New
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$8.63M
|
-$523K
|
-13,267
|
-6%
|
|
|
12
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$8.12M
|
+$224K
|
+5,688
|
+3%
|
|
|
13
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$8.03M
|
+$1.27M
|
+32,141
|
+19%
|
|
|
14
|
|
$7.33M
|
-$715K
|
-18,125
|
-9%
|
|
|
15
|
First Allied Advisory Services
San Diego,
California
|
$7.03M
|
+$1.29M
|
+32,694
|
+23%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$6.5M
|
-$112K
|
-2,841
|
-2%
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$6.12M
|
-$50.8K
|
-1,288
|
-0.8%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.74M
|
+$3.93M
|
+99,712
|
+229%
|
|
|
19
|
Spinnaker Trust
Portland,
Maine
|
$5.69M
|
-$30.7K
|
-779
|
-0.5%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.6M
|
+$154K
|
+3,903
|
+3%
|
|
|
21
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$5.37M
|
-$1.79M
|
-45,423
|
-25%
|
|
|
22
|
Karp Capital Management
Sausalito,
California
|
$5.2M
|
+$5.12M
|
+129,705
|
New
|
|
|
23
|
Advisory Services Network
Atlanta,
Georgia
|
$5.06M
|
+$2.48M
|
+62,828
|
+99%
|
|
|
24
|
Silverleafe Capital Partners
Germantown,
Tennessee
|
$4.84M
|
+$2.03M
|
+51,509
|
+74%
|
|
|
25
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$4.07M
|
-$84.1K
|
-2,133
|
-2%
|
|
