|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$206M
|
-$7.67M
|
-139,684
|
-4%
|
|
|
2
|
Lido Advisors
Los Angeles,
California
|
$34.6M
|
+$4.34M
|
+79,043
|
+16%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$31.2M
|
+$24.6M
|
+447,841
|
+567%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$23.1M
|
-$980K
|
-17,850
|
-4%
|
|
|
5
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$21.2M
|
+$18.7M
|
+340,094
|
+2,004%
|
|
|
6
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$16M
|
+$6.84M
|
+124,551
|
+86%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$10.4M
|
+$359K
|
+6,537
|
+4%
|
|
|
8
|
|
$10.2M
|
-$1.58M
|
-28,741
|
-14%
|
|
|
9
|
Spinnaker Trust
Portland,
Maine
|
$9.36M
|
-$278K
|
-5,068
|
-3%
|
|
|
10
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$8.29M
|
+$3.32M
|
+60,413
|
+76%
|
|
|
11
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$7.73M
|
+$7.16M
|
+130,451
|
New
|
|
|
12
|
Parallel Advisors
San Francisco,
California
|
$7.63M
|
+$169K
|
+3,072
|
+2%
|
|
|
13
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$7.61M
|
-$135K
|
-2,453
|
-2%
|
|
|
14
|
King Wealth Management Group
Naples,
Florida
|
$7.59M
|
+$1.38M
|
+25,098
|
+24%
|
|
|
15
|
|
$7.18M
|
+$4.12M
|
+75,091
|
+163%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.42M
|
+$475K
|
+8,654
|
+9%
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$6.4M
|
-$440K
|
-8,012
|
-7%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$5.86M
|
-$1.3M
|
-23,579
|
-19%
|
|
|
19
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$5.54M
|
+$698K
|
+12,701
|
+16%
|
|
|
20
|
RWA Wealth Partners
Newton,
Massachusetts
|
$5.29M
|
+$2.96M
|
+53,938
|
+152%
|
|
|
21
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$5.09M
|
+$187K
|
+3,399
|
+4%
|
|
|
22
|
MML Investors Services
Springfield,
Massachusetts
|
$4.76M
|
+$2.08M
|
+37,917
|
+90%
|
|
|
23
|
Curi RMB Capital
Chicago,
Illinois
|
$4.64M
|
-$414K
|
-7,538
|
-9%
|
|
|
24
|
Suntrust Banks
Atlanta,
Georgia
|
$4.48M
|
+$96.6K
|
+1,758
|
+2%
|
|
|
25
|
Summit X LLC
Chesterfield,
Missouri
|
$4.48M
|
+$298K
|
+5,420
|
+8%
|
|
