|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$106M
|
+$12.7M
|
+353,814
|
+14%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$24.9M
|
-$2.04M
|
-56,738
|
-8%
|
|
|
3
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$20.2M
|
-$1.97M
|
-54,906
|
-9%
|
|
|
4
|
Lido Advisors
Los Angeles,
California
|
$13.2M
|
+$1.01M
|
+28,172
|
+8%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$9.52M
|
+$2.45M
|
+68,343
|
+36%
|
|
|
6
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$9.05M
|
+$465K
|
+12,940
|
+6%
|
|
|
7
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$8.23M
|
-$64.4K
|
-1,792
|
-0.8%
|
|
|
8
|
RWA Wealth Partners
Newton,
Massachusetts
|
$7.17M
|
+$7.03M
|
+195,830
|
New
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.01M
|
+$1.37M
|
+38,075
|
+25%
|
|
|
10
|
Karp Capital Management
Sausalito,
California
|
$6.62M
|
+$710K
|
+19,770
|
+12%
|
|
|
11
|
HighTower Advisors
Chicago,
Illinois
|
$4.74M
|
-$25.5K
|
-709
|
-0.5%
|
|
|
12
|
|
$4.7M
|
+$4.61M
|
+128,435
|
New
|
|
|
13
|
Personal CFO Solutions
Chester,
New Jersey
|
$3.96M
|
+$3.89M
|
+108,245
|
New
|
|
|
14
|
SVB Wealth
Boston,
Massachusetts
|
$3.55M
|
-$295K
|
-8,212
|
-8%
|
|
|
15
|
Mirsky Financial Management
Rochester,
New York
|
$3.42M
|
+$22.2K
|
+619
|
+0.7%
|
|
|
16
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$3.41M
|
+$369K
|
+10,275
|
+12%
|
|
|
17
|
Advisory Services Network
Atlanta,
Georgia
|
$3.15M
|
–
|
–
|
–
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.11M
|
-$721K
|
-20,081
|
-19%
|
|
|
19
|
Suntrust Banks
Atlanta,
Georgia
|
$2.96M
|
-$71.6K
|
-1,992
|
-2%
|
|
|
20
|
Spinnaker Trust
Portland,
Maine
|
$2.89M
|
+$4.92K
|
+137
|
+0.2%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$2.69M
|
+$391K
|
+10,892
|
+17%
|
|
|
22
|
Silverleafe Capital Partners
Germantown,
Tennessee
|
$2.37M
|
+$113K
|
+3,137
|
+5%
|
|
|
23
|
Stifel Financial
St. Louis,
Missouri
|
$2.19M
|
-$32.4K
|
-903
|
-1%
|
|
|
24
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
$1.95M
|
+$203K
|
+5,652
|
+12%
|
|
|
25
|
Newfound Research
Wellesley Hills,
Massachusetts
|
$1.94M
|
-$73.5K
|
-2,046
|
-4%
|
|
