|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$183M
|
-$5.62M
|
-95,903
|
-3%
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$48.1M
|
+$462K
|
+7,890
|
+7%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$38.2M
|
-$19.3M
|
-329,938
|
-34%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$29.6M
|
+$162K
|
+2,769
|
+0.6%
|
|
|
5
|
Lido Advisors
Los Angeles,
California
|
$27.6M
|
+$7.02M
|
+119,798
|
+35%
|
|
|
6
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$25.9M
|
+$8.07M
|
+137,821
|
+47%
|
|
|
7
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$25.8M
|
-$14.6M
|
-248,568
|
-37%
|
|
|
8
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$13.5M
|
+$90.5K
|
+1,545
|
+0.7%
|
|
|
9
|
|
$13.5M
|
-$1.13M
|
-19,294
|
-8%
|
|
|
10
|
Spinnaker Trust
Portland,
Maine
|
$12.5M
|
+$600K
|
+10,251
|
+5%
|
|
|
11
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$12.4M
|
+$2.14M
|
+36,553
|
+22%
|
|
|
12
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$10M
|
+$252K
|
+4,311
|
+3%
|
|
|
13
|
Advisory Services Network
Atlanta,
Georgia
|
$9.34M
|
-$56.3K
|
-962
|
-0.6%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$8.44M
|
-$41.1K
|
-701
|
-0.5%
|
|
|
15
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$7.9M
|
+$3.91M
|
+66,839
|
+104%
|
|
|
16
|
Parallel Advisors
San Francisco,
California
|
$7.61M
|
-$34.6K
|
-591
|
-0.5%
|
|
|
17
|
Rand Wealth
Baltimore,
Maryland
|
$6.76M
|
-$36.7K
|
-626
|
-0.6%
|
|
|
18
|
Curi RMB Capital
Chicago,
Illinois
|
$6.18M
|
-$261K
|
-4,454
|
-4%
|
|
|
19
|
Vicus Capital
State College,
Pennsylvania
|
$5.37M
|
-$7.79K
|
-133
|
-0.1%
|
|
|
20
|
King Wealth Management Group
Naples,
Florida
|
$5.35M
|
+$527K
|
+8,993
|
+11%
|
|
|
21
|
|
$5.21M
|
+$5.06M
|
+86,419
|
New
|
|
|
22
|
NorthCoast Asset Management
Greenwich,
Connecticut
|
$5.2M
|
+$5.06M
|
+86,332
|
New
|
|
|
23
|
Suntrust Banks
Atlanta,
Georgia
|
$4.98M
|
-$219K
|
-3,732
|
-4%
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$4.73M
|
+$1.35M
|
+22,968
|
+41%
|
|
|
25
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$4.67M
|
+$3.67M
|
+62,598
|
+419%
|
|
