|
1
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$19.5M
|
+$2.28M
|
+66,780
|
+14%
|
|
|
2
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$10.4M
|
-$320K
|
-9,355
|
-3%
|
|
|
3
|
LVZ Inc
Holland,
Michigan
|
$7.74M
|
+$308K
|
+9,008
|
+4%
|
|
|
4
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$5.37M
|
+$141K
|
+4,127
|
+3%
|
|
|
5
|
Bright Rock Capital Management
Hanover,
Massachusetts
|
$5.29M
|
-$250K
|
-7,318
|
-5%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.7M
|
-$951K
|
-27,825
|
-17%
|
|
|
7
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.99M
|
+$1.12M
|
+32,713
|
+40%
|
|
|
8
|
Vicus Capital
State College,
Pennsylvania
|
$3.12M
|
+$35.1K
|
+1,028
|
+1%
|
|
|
9
|
Rand Wealth
Baltimore,
Maryland
|
$2.81M
|
+$261K
|
+7,643
|
+10%
|
|
|
10
|
|
$2.8M
|
+$374K
|
+10,926
|
+16%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$2.74M
|
+$861K
|
+25,183
|
+47%
|
|
|
12
|
Spinnaker Trust
Portland,
Maine
|
$2.69M
|
-$799K
|
-23,377
|
-23%
|
|
|
13
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$2.6M
|
+$80.3K
|
+2,349
|
+3%
|
|
|
14
|
ARS Wealth Advisors
St. Petersburg,
Florida
|
$2.53M
|
+$269K
|
+7,873
|
+12%
|
|
|
15
|
Advisory Services Network
Atlanta,
Georgia
|
$2.37M
|
+$906K
|
+26,494
|
+64%
|
|
|
16
|
Lido Advisors
Los Angeles,
California
|
$2.01M
|
+$500K
|
+14,620
|
+34%
|
|
|
17
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$1.51M
|
+$800K
|
+23,389
|
+117%
|
|
|
18
|
Wintrust Investments
Chicago,
Illinois
|
$1.49M
|
+$90.9K
|
+2,659
|
+7%
|
|
|
19
|
Allegis Investment Advisors
Idaho Falls,
Idaho
|
$1.24M
|
-$1.94M
|
-56,790
|
-61%
|
|
|
20
|
Suntrust Banks
Atlanta,
Georgia
|
$1.23M
|
+$1.2M
|
+35,222
|
New
|
|
|
21
|
LPL Financial
San Diego,
California
|
$1.11M
|
+$832K
|
+24,348
|
+321%
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
$1.05M
|
-$290K
|
-8,473
|
-22%
|
|
|
23
|
Northern Trust
Chicago,
Illinois
|
$848K
|
–
|
–
|
–
|
|
|
24
|
Global Retirement Partners
San Rafael,
California
|
$800K
|
-$24.7K
|
-723
|
-3%
|
|
|
25
|
|
$741K
|
+$390K
|
+11,406
|
+115%
|
|
