|
1
|
Lido Advisors
Los Angeles,
California
|
$22.1M
|
+$2.06M
|
+51,937
|
+7%
|
|
|
2
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$14.5M
|
+$18.1M
|
+456,913
|
+1,227%
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$10.8M
|
+$2.05M
|
+51,781
|
+16%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$8.93M
|
-$6.11M
|
-154,094
|
-34%
|
|
|
5
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$7.58M
|
-$3.77M
|
-95,225
|
-28%
|
|
|
6
|
Vicus Capital
State College,
Pennsylvania
|
$6.8M
|
-$137K
|
-3,466
|
-1%
|
|
|
7
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$6.4M
|
+$458K
|
+11,557
|
+6%
|
|
|
8
|
Stifel Financial
St. Louis,
Missouri
|
$5.2M
|
+$1.11M
|
+28,075
|
+19%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.63M
|
+$5.03M
|
+126,935
|
+415%
|
|
|
10
|
Freedom Investment Management
Hartford,
Connecticut
|
$4.39M
|
+$215K
|
+5,433
|
+6%
|
|
|
11
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$4.31M
|
-$2.29M
|
-57,781
|
-28%
|
|
|
12
|
SVB Wealth
Boston,
Massachusetts
|
$4.28M
|
-$2.06M
|
-51,955
|
-26%
|
|
|
13
|
Spinnaker Trust
Portland,
Maine
|
$4.12M
|
-$76.4K
|
-1,928
|
-1%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$3.82M
|
-$3.68M
|
-92,830
|
-42%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.22M
|
-$31.9M
|
-803,788
|
-88%
|
|
|
16
|
|
$2.97M
|
-$2.88M
|
-72,752
|
-42%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.85M
|
+$672K
|
+16,945
|
+21%
|
|
|
18
|
Tower Research Capital (TRC)
New York
|
$2.81M
|
+$3.78M
|
+95,484
|
New
|
|
|
19
|
BOK Financial Private Wealth
Denver,
Colorado
|
$2.68M
|
+$3.61M
|
+91,123
|
New
|
|
|
20
|
Personal CFO Solutions
Chester,
New Jersey
|
$2.39M
|
-$524K
|
-13,221
|
-14%
|
|
|
21
|
55I LLC
Boston,
Massachusetts
|
$2.39M
|
-$733K
|
-18,500
|
-20%
|
|
|
22
|
Mariner
Overland Park,
Kansas
|
$2.27M
|
-$247K
|
-6,225
|
-7%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.26M
|
+$3.04M
|
+76,617
|
New
|
|
|
24
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$2.23M
|
+$548K
|
+13,818
|
+22%
|
|
|
25
|
|
$2.22M
|
+$2.6M
|
+65,618
|
+665%
|
|
