|
1
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$20.6M
|
-$1.32M
|
-35,306
|
-6%
|
|
|
2
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$9.64M
|
-$1.62M
|
-43,420
|
-15%
|
|
|
3
|
LVZ Inc
Holland,
Michigan
|
$9.26M
|
+$200K
|
+5,363
|
+2%
|
|
|
4
|
Portfolio Strategies
Monsey,
New York
|
$8.61M
|
+$8.3M
|
+222,485
|
New
|
|
|
5
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$6.72M
|
+$982K
|
+26,309
|
+18%
|
|
|
6
|
Bright Rock Capital Management
Hanover,
Massachusetts
|
$5.88M
|
–
|
–
|
–
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.76M
|
+$1.37M
|
+36,718
|
+33%
|
|
|
8
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$4.88M
|
+$4.71M
|
+126,128
|
New
|
|
|
9
|
Spinnaker Trust
Portland,
Maine
|
$4.13M
|
+$1.16M
|
+31,024
|
+41%
|
|
|
10
|
Advisory Services Network
Atlanta,
Georgia
|
$4.11M
|
+$1.59M
|
+42,482
|
+67%
|
|
|
11
|
|
$3.69M
|
+$556K
|
+14,895
|
+19%
|
|
|
12
|
Lido Advisors
Los Angeles,
California
|
$3.54M
|
+$549K
|
+14,696
|
+19%
|
|
|
13
|
Vicus Capital
State College,
Pennsylvania
|
$3.48M
|
+$1.98K
|
+53
|
+0.1%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$3.42M
|
+$117K
|
+3,135
|
+4%
|
|
|
15
|
Rand Wealth
Baltimore,
Maryland
|
$3.25M
|
+$150K
|
+4,018
|
+5%
|
|
|
16
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$2.95M
|
+$39.8K
|
+1,065
|
+1%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.92M
|
-$654K
|
-17,515
|
-19%
|
|
|
18
|
Newfound Research
Wellesley Hills,
Massachusetts
|
$2.42M
|
+$99.3K
|
+2,661
|
+4%
|
|
|
19
|
Suntrust Banks
Atlanta,
Georgia
|
$2.39M
|
+$280K
|
+7,499
|
+14%
|
|
|
20
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$2.29M
|
+$2.21M
|
+59,186
|
New
|
|
|
21
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$2.2M
|
+$985K
|
+26,379
|
+86%
|
|
|
22
|
Wintrust Investments
Chicago,
Illinois
|
$1.79M
|
+$44.3K
|
+1,188
|
+3%
|
|
|
23
|
HighTower Advisors
Chicago,
Illinois
|
$1.78M
|
+$1.72M
|
+46,166
|
New
|
|
|
24
|
ARS Wealth Advisors
St. Petersburg,
Florida
|
$1.69M
|
-$864K
|
-23,149
|
-35%
|
|
|
25
|
Northern Trust
Chicago,
Illinois
|
$1.43M
|
+$589K
|
+15,769
|
+74%
|
|
