|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$173M
|
-$15.7M
|
-287,719
|
-8%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$53.3M
|
-$152K
|
-2,794
|
-0.3%
|
|
|
3
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$37.4M
|
-$2.56M
|
-46,849
|
-6%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$27M
|
+$1.19M
|
+21,737
|
+5%
|
|
|
5
|
Cantor Fitzgerald Investment Advisors
New York
|
$23.8M
|
+$209K
|
+3,827
|
+0.9%
|
|
|
6
|
Lido Advisors
Los Angeles,
California
|
$18.7M
|
+$6.64M
|
+121,831
|
+56%
|
|
|
7
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$16.2M
|
+$4.09M
|
+74,996
|
+34%
|
|
|
8
|
BB&T Securities
Richmond,
Virginia
|
$16.2M
|
+$5.52M
|
+101,129
|
+53%
|
|
|
9
|
|
$13.5M
|
-$2.46M
|
-45,126
|
-16%
|
|
|
10
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$11.6M
|
–
|
–
|
–
|
|
|
11
|
Spinnaker Trust
Portland,
Maine
|
$10.9M
|
+$125K
|
+2,295
|
+1%
|
|
|
12
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$9.35M
|
+$8.65M
|
+158,632
|
+1,517%
|
|
|
13
|
Advisory Services Network
Atlanta,
Georgia
|
$9.12M
|
+$563K
|
+10,318
|
+7%
|
|
|
14
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$8.96M
|
+$1.3M
|
+23,774
|
+17%
|
|
|
15
|
RWA Wealth Partners
Newton,
Massachusetts
|
$7.87M
|
+$3.74M
|
+68,541
|
+93%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$7.78M
|
+$769K
|
+14,095
|
+11%
|
|
|
17
|
DeGreen Capital Management
Scottsdale,
Arizona
|
$7.62M
|
+$89K
|
+1,632
|
+1%
|
|
|
18
|
Parallel Advisors
San Francisco,
California
|
$7.01M
|
+$271K
|
+4,972
|
+4%
|
|
|
19
|
Rand Wealth
Baltimore,
Maryland
|
$6.24M
|
+$501K
|
+9,189
|
+9%
|
|
|
20
|
Curi RMB Capital
Chicago,
Illinois
|
$5.92M
|
+$403K
|
+7,387
|
+7%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$5.89M
|
+$93.3K
|
+1,711
|
+2%
|
|
|
22
|
Vicus Capital
State College,
Pennsylvania
|
$4.93M
|
-$388K
|
-7,122
|
-7%
|
|
|
23
|
Suntrust Banks
Atlanta,
Georgia
|
$4.77M
|
+$32.3K
|
+592
|
+0.7%
|
|
|
24
|
King Wealth Management Group
Naples,
Florida
|
$4.41M
|
+$359K
|
+6,590
|
+9%
|
|
|
25
|
Parametric Portfolio Associates
Seattle,
Washington
|
$3.98M
|
+$3.93M
|
+72,003
|
New
|
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