|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$88.4M
|
-$2.12M
|
-61,703
|
-2%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$25.6M
|
-$679K
|
-19,760
|
-3%
|
|
|
3
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$21.1M
|
+$309K
|
+8,983
|
+2%
|
|
|
4
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$14.6M
|
+$536K
|
+15,616
|
+4%
|
|
|
5
|
Lido Advisors
Los Angeles,
California
|
$11.5M
|
+$1.17M
|
+34,149
|
+11%
|
|
|
6
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$8.15M
|
+$4.25M
|
+123,631
|
+112%
|
|
|
7
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$7.88M
|
+$202K
|
+5,877
|
+3%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$6.67M
|
-$255K
|
-7,415
|
-4%
|
|
|
9
|
Karp Capital Management
Sausalito,
California
|
$5.59M
|
+$5.53M
|
+161,035
|
New
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.34M
|
-$1.88M
|
-54,668
|
-26%
|
|
|
11
|
HighTower Advisors
Chicago,
Illinois
|
$4.51M
|
+$208K
|
+6,049
|
+5%
|
|
|
12
|
SVB Wealth
Boston,
Massachusetts
|
$3.66M
|
+$3.61M
|
+105,140
|
New
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.65M
|
+$697K
|
+20,308
|
+24%
|
|
|
14
|
Mirsky Financial Management
Rochester,
New York
|
$3.23M
|
+$81.2K
|
+2,363
|
+3%
|
|
|
15
|
Advisory Services Network
Atlanta,
Georgia
|
$3.15M
|
+$799K
|
+23,254
|
+35%
|
|
|
16
|
Suntrust Banks
Atlanta,
Georgia
|
$3.02M
|
-$31.1K
|
-906
|
-0.9%
|
|
|
17
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.88M
|
+$826K
|
+24,061
|
+41%
|
|
|
18
|
Spinnaker Trust
Portland,
Maine
|
$2.74M
|
+$148K
|
+4,313
|
+6%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$2.16M
|
-$235K
|
-6,851
|
-10%
|
|
|
20
|
|
$2.16M
|
-$185K
|
-5,395
|
-8%
|
|
|
21
|
Silverleafe Capital Partners
Germantown,
Tennessee
|
$2.14M
|
+$21.1K
|
+614
|
+1%
|
|
|
22
|
Stifel Financial
St. Louis,
Missouri
|
$2.12M
|
-$18.4K
|
-535
|
-0.9%
|
|
|
23
|
Newfound Research
Wellesley Hills,
Massachusetts
|
$1.92M
|
+$625K
|
+18,186
|
+49%
|
|
|
24
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.68M
|
+$583K
|
+16,961
|
+54%
|
|
|
25
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
$1.65M
|
+$1.63M
|
+47,497
|
New
|
|
