|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$88.2M
|
-$863K
|
-26,731
|
-1%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$25.6M
|
+$22.7M
|
+704,368
|
+1,379%
|
|
|
3
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$20.3M
|
+$19.3M
|
+598,267
|
New
|
|
|
4
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$13.7M
|
+$13M
|
+403,486
|
New
|
|
|
5
|
Lido Advisors
Los Angeles,
California
|
$10.1M
|
+$1.31M
|
+40,509
|
+16%
|
|
|
6
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$7.47M
|
+$107K
|
+3,314
|
+2%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.05M
|
+$2.39M
|
+74,091
|
+55%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$6.75M
|
-$557K
|
-17,274
|
-8%
|
|
|
9
|
HighTower Advisors
Chicago,
Illinois
|
$4.18M
|
-$125K
|
-3,880
|
-3%
|
|
|
10
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$3.75M
|
-$1.25M
|
-38,718
|
-26%
|
|
|
11
|
Mirsky Financial Management
Rochester,
New York
|
$3.06M
|
+$2.92M
|
+90,425
|
New
|
|
|
12
|
Suntrust Banks
Atlanta,
Georgia
|
$3.05M
|
+$91.9K
|
+2,847
|
+3%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.87M
|
-$3.17M
|
-98,355
|
-54%
|
|
|
14
|
Spinnaker Trust
Portland,
Maine
|
$2.52M
|
-$294K
|
-9,108
|
-11%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$2.34M
|
+$948K
|
+29,378
|
+74%
|
|
|
16
|
|
$2.28M
|
+$24K
|
+744
|
+1%
|
|
|
17
|
Advisory Services Network
Atlanta,
Georgia
|
$2.28M
|
-$3.3M
|
-102,220
|
-60%
|
|
|
18
|
Stifel Financial
St. Louis,
Missouri
|
$2.06M
|
-$339K
|
-10,514
|
-15%
|
|
|
19
|
Silverleafe Capital Partners
Germantown,
Tennessee
|
$2.06M
|
-$128K
|
-3,969
|
-6%
|
|
|
20
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.99M
|
+$142K
|
+4,393
|
+8%
|
|
|
21
|
|
$1.7M
|
-$1.1K
|
-34
|
-0.1%
|
|
|
22
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$1.41M
|
-$899K
|
-27,877
|
-40%
|
|
|
23
|
Newfound Research
Wellesley Hills,
Massachusetts
|
$1.25M
|
-$1.25M
|
-38,701
|
-51%
|
|
|
24
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$1.1M
|
-$184K
|
-5,692
|
-15%
|
|
|
25
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.07M
|
+$310K
|
+9,616
|
+44%
|
|
