|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$216M
|
+$7.07M
|
+111,049
|
+3%
|
|
|
2
|
Lido Advisors
Los Angeles,
California
|
$43.5M
|
+$6.23M
|
+97,962
|
+17%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$32.5M
|
-$3.07M
|
-48,244
|
-9%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$28.2M
|
-$1.64M
|
-25,834
|
-6%
|
|
|
5
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$25.3M
|
+$1.79M
|
+28,114
|
+8%
|
|
|
6
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$24M
|
+$8.82M
|
+138,579
|
+58%
|
|
|
7
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$21.3M
|
-$1.46M
|
-23,013
|
-6%
|
|
|
8
|
|
$10.4M
|
-$1.71M
|
-26,945
|
-14%
|
|
|
9
|
SVB Wealth
Boston,
Massachusetts
|
$10.3M
|
-$664K
|
-10,433
|
-6%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$10.2M
|
-$738K
|
-11,592
|
-7%
|
|
|
11
|
Spinnaker Trust
Portland,
Maine
|
$10M
|
-$9.55K
|
-150
|
-0.1%
|
|
|
12
|
King Wealth Management Group
Naples,
Florida
|
$9.54M
|
+$339K
|
+5,320
|
+4%
|
|
|
13
|
Parallel Advisors
San Francisco,
California
|
$9.46M
|
+$290K
|
+4,556
|
+3%
|
|
|
14
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$9.15M
|
-$816K
|
-12,819
|
-8%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$9.11M
|
-$6.46M
|
-101,497
|
-42%
|
|
|
16
|
BB&T Securities
Richmond,
Virginia
|
$8.83M
|
+$7.3M
|
+114,703
|
+477%
|
|
|
17
|
RWA Wealth Partners
Newton,
Massachusetts
|
$8.75M
|
+$46.6K
|
+733
|
+0.5%
|
|
|
18
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$8.4M
|
+$757K
|
+11,894
|
+10%
|
|
|
19
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$8.11M
|
-$315K
|
-4,951
|
-4%
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$6.78M
|
+$2.77M
|
+43,455
|
+69%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$6.78M
|
+$379K
|
+5,962
|
+6%
|
|
|
22
|
Stifel Financial
St. Louis,
Missouri
|
$6.58M
|
-$203K
|
-3,185
|
-3%
|
|
|
23
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$6.12M
|
-$23.9K
|
-375
|
-0.4%
|
|
|
24
|
Fidelity Investments
Boston,
Massachusetts
|
$5.47M
|
+$397K
|
+6,239
|
+8%
|
|
|
25
|
NorthCoast Asset Management
Greenwich,
Connecticut
|
$4.79M
|
+$71.8K
|
+1,129
|
+2%
|
|
