|
1
|
Richard C. Young & Co
Newport,
Rhode Island
|
$32.5M
|
+$3.9M
|
+97,852
|
+14%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$23.9M
|
-$2.51M
|
-63,133
|
-10%
|
|
|
3
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$20.6M
|
-$326K
|
-8,176
|
-2%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.72M
|
-$885K
|
-22,212
|
-8%
|
|
|
5
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$9.13M
|
-$126K
|
-3,156
|
-1%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$9.04M
|
+$682K
|
+17,118
|
+8%
|
|
|
7
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$8.93M
|
-$1.47M
|
-36,813
|
-14%
|
|
|
8
|
|
$8.11M
|
+$2.34M
|
+58,732
|
+41%
|
|
|
9
|
RWA Wealth Partners
Newton,
Massachusetts
|
$7.81M
|
+$7.77M
|
+195,191
|
New
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$7.47M
|
+$421K
|
+10,579
|
+6%
|
|
|
11
|
Biegel & Waller
Columbia,
Maryland
|
$5.94M
|
-$5.98M
|
-150,145
|
-50%
|
|
|
12
|
Bright Rock Capital Management
Hanover,
Massachusetts
|
$5.37M
|
–
|
–
|
–
|
|
|
13
|
|
$5.26M
|
+$5.23M
|
+131,429
|
New
|
|
|
14
|
Geneos Wealth Management
Englewood,
Colorado
|
$5.07M
|
+$4.8M
|
+120,453
|
+1,897%
|
|
|
15
|
Lido Advisors
Los Angeles,
California
|
$4.79M
|
+$1.09M
|
+27,318
|
+30%
|
|
|
16
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$4.76M
|
+$4.74M
|
+118,983
|
New
|
|
|
17
|
Advisory Services Network
Atlanta,
Georgia
|
$3.4M
|
+$971K
|
+24,369
|
+40%
|
|
|
18
|
Suntrust Banks
Atlanta,
Georgia
|
$3.15M
|
+$443K
|
+11,129
|
+16%
|
|
|
19
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$2.89M
|
-$1.91M
|
-48,036
|
-40%
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$2.89M
|
+$131K
|
+3,299
|
+5%
|
|
|
21
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$2.69M
|
+$1.46M
|
+36,543
|
+119%
|
|
|
22
|
Traynor Capital Management
Malvern,
Pennsylvania
|
$2.61M
|
+$67.3K
|
+1,691
|
+3%
|
|
|
23
|
Cobiz Wealth
Denver,
Colorado
|
$2.57M
|
+$2.56M
|
+64,305
|
New
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$2.53M
|
+$653K
|
+16,394
|
+35%
|
|
|
25
|
Newfound Research
Wellesley Hills,
Massachusetts
|
$2.44M
|
+$75.5K
|
+1,897
|
+3%
|
|
