|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$178M
|
+$31M
|
+577,134
|
+19%
|
|
|
2
|
Lido Advisors
Los Angeles,
California
|
$24.9M
|
+$2.5M
|
+46,663
|
+10%
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$20.1M
|
-$4.47M
|
-83,202
|
-17%
|
|
|
4
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$19.8M
|
+$20.5M
|
+382,841
|
+2,044%
|
|
|
5
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$12.4M
|
–
|
–
|
–
|
|
|
6
|
|
$9.85M
|
-$1.31M
|
-24,393
|
-11%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$8.3M
|
+$1.53M
|
+28,469
|
+20%
|
|
|
8
|
Spinnaker Trust
Portland,
Maine
|
$8.02M
|
-$2.35M
|
-43,793
|
-21%
|
|
|
9
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$7.12M
|
+$7.76M
|
+144,525
|
New
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$6.65M
|
+$3.04M
|
+56,631
|
+72%
|
|
|
11
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$6.44M
|
-$18.5K
|
-345
|
-0.3%
|
|
|
12
|
Parallel Advisors
San Francisco,
California
|
$6.19M
|
-$33.2K
|
-618
|
-0.5%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$6.14M
|
+$553K
|
+10,305
|
+9%
|
|
|
14
|
Stifel Financial
St. Louis,
Missouri
|
$5.75M
|
+$6.03M
|
+112,331
|
+2,562%
|
|
|
15
|
King Wealth Management Group
Naples,
Florida
|
$5.07M
|
+$761K
|
+14,180
|
+16%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.91M
|
-$17.8M
|
-330,994
|
-77%
|
|
|
17
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$4.31M
|
-$4.23M
|
-78,871
|
-47%
|
|
|
18
|
Curi RMB Capital
Chicago,
Illinois
|
$4.23M
|
-$896K
|
-16,697
|
-16%
|
|
|
19
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$4.06M
|
+$4.17M
|
+77,744
|
+1,654%
|
|
|
20
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$3.98M
|
+$1.31M
|
+24,464
|
+43%
|
|
|
21
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$3.9M
|
-$7.8M
|
-145,292
|
-65%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.89M
|
-$29.8M
|
-554,827
|
-88%
|
|
|
23
|
Suntrust Banks
Atlanta,
Georgia
|
$3.63M
|
-$473K
|
-8,821
|
-11%
|
|
|
24
|
Summit X LLC
Chesterfield,
Missouri
|
$3.44M
|
+$827K
|
+15,402
|
+28%
|
|
|
25
|
Traynor Capital Management
Malvern,
Pennsylvania
|
$3.42M
|
-$28.4K
|
-529
|
-0.8%
|
|
