|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$84M
|
-$1.22M
|
-52,545
|
-1%
|
|
|
2
|
First Allied Advisory Services
San Diego,
California
|
$18M
|
+$18.5M
|
+797,078
|
New
|
|
|
3
|
Columbus Macro
New Castle,
Pennsylvania
|
$16.3M
|
+$16.7M
|
+722,967
|
New
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$10.8M
|
+$6.45M
|
+278,745
|
+140%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.63M
|
+$3.73M
|
+161,240
|
New
|
|
|
6
|
|
$3.33M
|
-$44.5K
|
-1,923
|
-1%
|
|
|
7
|
RHS Financial
San Francisco,
California
|
$1.45M
|
+$1.49M
|
+64,223
|
New
|
|
|
8
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$908K
|
+$333K
|
+14,371
|
+55%
|
|
|
9
|
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
$601K
|
–
|
–
|
–
|
|
|
10
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$593K
|
+$609K
|
+26,307
|
New
|
|
|
11
|
Rainey & Randall Wealth Advisors
Celebration,
Florida
|
$548K
|
+$562K
|
+24,292
|
New
|
|
|
12
|
FDx Advisors
Chicago,
Illinois
|
$521K
|
+$535K
|
+23,099
|
New
|
|
|
13
|
Avantax Planning Partners
Dubuque,
Iowa
|
$451K
|
+$463K
|
+20,015
|
New
|
|
|
14
|
Advisornet Financial
Minnetonka,
Minnesota
|
$432K
|
+$69.7K
|
+3,012
|
+19%
|
|
|
15
|
Bluefin Capital Management
New York
|
$394K
|
+$405K
|
+17,478
|
New
|
|
|
16
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$380K
|
-$248K
|
-10,695
|
-39%
|
|
|
17
|
|
$328K
|
-$298K
|
-12,876
|
-47%
|
|
|
18
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$279K
|
+$287K
|
+12,400
|
New
|
|
|
19
|
LPL Financial
San Diego,
California
|
$254K
|
+$261K
|
+11,272
|
New
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$166K
|
-$43.8K
|
-1,890
|
-20%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$119K
|
-$23.2K
|
-1,000
|
-16%
|
|
|
22
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$104K
|
+$107K
|
+4,630
|
New
|
|
|
23
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$54K
|
+$54.8K
|
+2,366
|
New
|
|
|
24
|
Destination Wealth Management
Walnut Creek,
California
|
$35K
|
-$6.21K
|
-268
|
-15%
|
|
|
25
|
William Blair & Company
Chicago,
Illinois
|
$23K
|
–
|
–
|
–
|
|
