|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$177M
|
+$181M
|
+3,420,483
|
New
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$50.9M
|
+$9.67M
|
+182,367
|
+23%
|
|
|
3
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$37.5M
|
+$15.7M
|
+295,941
|
+69%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$24.2M
|
+$3.56M
|
+67,206
|
+17%
|
|
|
5
|
Cantor Fitzgerald Investment Advisors
New York
|
$22.2M
|
+$22.7M
|
+427,466
|
New
|
|
|
6
|
|
$15M
|
+$1.79M
|
+33,802
|
+13%
|
|
|
7
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$11.6M
|
-$749K
|
-14,132
|
-6%
|
|
|
8
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$11.3M
|
+$516K
|
+9,731
|
+5%
|
|
|
9
|
Lido Advisors
Los Angeles,
California
|
$11.3M
|
+$3M
|
+56,539
|
+35%
|
|
|
10
|
|
$10.5M
|
+$10.7M
|
+201,540
|
New
|
|
|
11
|
Spinnaker Trust
Portland,
Maine
|
$10.1M
|
-$116K
|
-2,197
|
-1%
|
|
|
12
|
BB&T Securities
Richmond,
Virginia
|
$9.94M
|
+$10.2M
|
+191,564
|
New
|
|
|
13
|
Advisory Services Network
Atlanta,
Georgia
|
$7.56M
|
+$2.16M
|
+40,659
|
+39%
|
|
|
14
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$7.17M
|
+$3.89M
|
+73,303
|
+113%
|
|
|
15
|
DeGreen Capital Management
Scottsdale,
Arizona
|
$7.07M
|
+$7.22M
|
+136,285
|
New
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$6.57M
|
-$2.61M
|
-49,180
|
-28%
|
|
|
17
|
Parallel Advisors
San Francisco,
California
|
$6.33M
|
-$96.1K
|
-1,813
|
-1%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$5.43M
|
-$149K
|
-2,812
|
-3%
|
|
|
19
|
Rand Wealth
Baltimore,
Maryland
|
$5.38M
|
-$378K
|
-7,126
|
-6%
|
|
|
20
|
Curi RMB Capital
Chicago,
Illinois
|
$5.17M
|
+$1.66M
|
+31,312
|
+46%
|
|
|
21
|
|
$5.08M
|
+$3.61M
|
+68,027
|
+228%
|
|
|
22
|
Vicus Capital
State College,
Pennsylvania
|
$5M
|
-$306K
|
-5,770
|
-6%
|
|
|
23
|
Suntrust Banks
Atlanta,
Georgia
|
$4.45M
|
+$819K
|
+15,457
|
+22%
|
|
|
24
|
RWA Wealth Partners
Newton,
Massachusetts
|
$3.83M
|
+$3.14M
|
+59,186
|
+404%
|
|
|
25
|
King Wealth Management Group
Naples,
Florida
|
$3.8M
|
+$119K
|
+2,236
|
+3%
|
|
