|
1
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$20.8M
|
+$315K
|
+8,966
|
+2%
|
|
|
2
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$10.7M
|
-$225K
|
-6,387
|
-2%
|
|
|
3
|
LVZ Inc
Holland,
Michigan
|
$8.55M
|
+$404K
|
+11,490
|
+5%
|
|
|
4
|
Bright Rock Capital Management
Hanover,
Massachusetts
|
$5.55M
|
–
|
–
|
–
|
|
|
5
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$5.38M
|
-$243K
|
-6,918
|
-4%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.1M
|
-$805K
|
-22,892
|
-17%
|
|
|
7
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.4M
|
-$761K
|
-21,646
|
-19%
|
|
|
8
|
Vicus Capital
State College,
Pennsylvania
|
$3.28M
|
+$9.53K
|
+271
|
+0.3%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$3.11M
|
+$224K
|
+6,381
|
+8%
|
|
|
10
|
|
$2.94M
|
-$5.66K
|
-161
|
-0.2%
|
|
|
11
|
Rand Wealth
Baltimore,
Maryland
|
$2.92M
|
-$34.2K
|
-973
|
-1%
|
|
|
12
|
Lido Advisors
Los Angeles,
California
|
$2.83M
|
+$668K
|
+18,998
|
+33%
|
|
|
13
|
Spinnaker Trust
Portland,
Maine
|
$2.77M
|
-$55.9K
|
-1,590
|
-2%
|
|
|
14
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$2.75M
|
+$12K
|
+342
|
+0.5%
|
|
|
15
|
ARS Wealth Advisors
St. Petersburg,
Florida
|
$2.44M
|
-$205K
|
-5,831
|
-8%
|
|
|
16
|
Advisory Services Network
Atlanta,
Georgia
|
$2.32M
|
-$155K
|
-4,409
|
-6%
|
|
|
17
|
Newfound Research
Wellesley Hills,
Massachusetts
|
$2.19M
|
+$1.71M
|
+48,782
|
+443%
|
|
|
18
|
Suntrust Banks
Atlanta,
Georgia
|
$1.98M
|
+$665K
|
+18,921
|
+54%
|
|
|
19
|
Wintrust Investments
Chicago,
Illinois
|
$1.65M
|
+$79.1K
|
+2,251
|
+5%
|
|
|
20
|
|
$1.25M
|
+$455K
|
+12,937
|
+61%
|
|
|
21
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$1.11M
|
-$452K
|
-12,846
|
-30%
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
$1.1M
|
+$1.23K
|
+35
|
+0.1%
|
|
|
23
|
Global Retirement Partners
San Rafael,
California
|
$846K
|
+$5.62K
|
+160
|
+0.7%
|
|
|
24
|
Northern Trust
Chicago,
Illinois
|
$776K
|
-$110K
|
-3,125
|
-13%
|
|
|
25
|
Traynor Capital Management
Malvern,
Pennsylvania
|
$739K
|
+$7.63K
|
+217
|
+1%
|
|
