|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$204M
|
-$12.1M
|
-197,938
|
-6%
|
|
|
2
|
Lido Advisors
Los Angeles,
California
|
$36.4M
|
-$34.5K
|
-566
|
-0.1%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$34.7M
|
+$1.89M
|
+31,017
|
+6%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$29.1M
|
+$4.76M
|
+78,097
|
+20%
|
|
|
5
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$22.2M
|
+$6.59K
|
+108
|
+0%
|
|
|
6
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$21.3M
|
+$4.41M
|
+72,279
|
+27%
|
|
|
7
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$15.2M
|
+$8.29M
|
+135,899
|
+125%
|
|
|
8
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$14.8M
|
+$14.5M
|
+237,416
|
New
|
|
|
9
|
|
$11.8M
|
+$1.15M
|
+18,855
|
+11%
|
|
|
10
|
SVB Wealth
Boston,
Massachusetts
|
$10.7M
|
+$10.5M
|
+171,424
|
New
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$10.7M
|
-$247K
|
-4,052
|
-2%
|
|
|
12
|
Spinnaker Trust
Portland,
Maine
|
$9.81M
|
-$24.5K
|
-402
|
-0.3%
|
|
|
13
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$9.74M
|
+$1M
|
+16,432
|
+12%
|
|
|
14
|
King Wealth Management Group
Naples,
Florida
|
$8.99M
|
+$992K
|
+16,262
|
+13%
|
|
|
15
|
Parallel Advisors
San Francisco,
California
|
$8.95M
|
+$914K
|
+14,987
|
+12%
|
|
|
16
|
RWA Wealth Partners
Newton,
Massachusetts
|
$8.5M
|
+$2.88M
|
+47,204
|
+53%
|
|
|
17
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$8.23M
|
+$100K
|
+1,642
|
+1%
|
|
|
18
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$7.46M
|
+$2.07M
|
+33,984
|
+40%
|
|
|
19
|
Stifel Financial
St. Louis,
Missouri
|
$6.63M
|
-$142K
|
-2,321
|
-2%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$6.25M
|
-$41.8K
|
-686
|
-0.7%
|
|
|
21
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$6M
|
+$172K
|
+2,822
|
+3%
|
|
|
22
|
MML Investors Services
Springfield,
Massachusetts
|
$5.05M
|
+$47.9K
|
+786
|
+1%
|
|
|
23
|
Fidelity Investments
Boston,
Massachusetts
|
$4.96M
|
+$2.16M
|
+35,374
|
+80%
|
|
|
24
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$4.95M
|
+$1.31M
|
+21,436
|
+37%
|
|
|
25
|
Advisory Services Network
Atlanta,
Georgia
|
$4.65M
|
+$1.02M
|
+16,648
|
+29%
|
|
