|
1
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$21.1M
|
+$9.28M
|
+457,531
|
+85%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$12.2M
|
+$273K
|
+13,459
|
+2%
|
|
|
3
|
Spinnaker Trust
Portland,
Maine
|
$11.3M
|
-$216K
|
-10,669
|
-2%
|
|
|
4
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$9.29M
|
+$9.28M
|
+457,198
|
New
|
|
|
5
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$8.2M
|
+$1.03M
|
+50,852
|
+15%
|
|
|
6
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$7.98M
|
-$340K
|
-16,776
|
-4%
|
|
|
7
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$7.27M
|
+$405K
|
+19,963
|
+6%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.73M
|
+$1.73M
|
+85,440
|
+37%
|
|
|
9
|
Bright Rock Capital Management
Hanover,
Massachusetts
|
$5.38M
|
+$319K
|
+15,700
|
+7%
|
|
|
10
|
Rand Wealth
Baltimore,
Maryland
|
$4.64M
|
-$27.4K
|
-1,349
|
-0.6%
|
|
|
11
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$4.53M
|
-$1.24M
|
-60,926
|
-22%
|
|
|
12
|
Creative Financial Designs
Kokomo,
Indiana
|
$2.95M
|
+$2.83M
|
+139,363
|
New
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$2.31M
|
+$2.21M
|
+108,795
|
New
|
|
|
14
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.01M
|
–
|
–
|
–
|
|
|
15
|
|
$1.97M
|
+$558K
|
+27,504
|
+42%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$1.39M
|
+$114K
|
+5,594
|
+9%
|
|
|
17
|
|
$1.29M
|
-$1.07M
|
-52,523
|
-46%
|
|
|
18
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$1.17M
|
+$1.06M
|
+52,390
|
+1,910%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.12M
|
-$1.07M
|
-52,725
|
-50%
|
|
|
20
|
SG Americas Securities
New York
|
$1.03M
|
+$522K
|
+25,710
|
+111%
|
|
|
21
|
Court Place Advisors
Ellicott City,
Maryland
|
$1.01M
|
+$96.4K
|
+4,751
|
+11%
|
|
|
22
|
WFG Advisors
Dallas,
Texas
|
$874K
|
+$81.2K
|
+4,002
|
+11%
|
|
|
23
|
Bailard
Foster City,
California
|
$843K
|
–
|
–
|
–
|
|
|
24
|
FDx Advisors
Chicago,
Illinois
|
$617K
|
+$591K
|
+29,127
|
New
|
|
|
25
|
Traynor Capital Management
Malvern,
Pennsylvania
|
$541K
|
+$61.1K
|
+3,011
|
+13%
|
|
