|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$80.7M
|
+$83.6M
|
+2,132,022
|
New
|
|
|
2
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$36.6M
|
+$17M
|
+434,140
|
+81%
|
|
|
3
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$9.81M
|
+$406K
|
+10,341
|
+4%
|
|
|
4
|
LVZ Inc
Holland,
Michigan
|
$9.19M
|
+$140K
|
+3,559
|
+1%
|
|
|
5
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$9.09M
|
+$2.62M
|
+66,854
|
+39%
|
|
|
6
|
Portfolio Strategies
Monsey,
New York
|
$8.36M
|
-$50.1K
|
-1,278
|
-0.6%
|
|
|
7
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$6.87M
|
+$2.18M
|
+55,592
|
+44%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.46M
|
+$858K
|
+21,875
|
+15%
|
|
|
9
|
Lido Advisors
Los Angeles,
California
|
$5.39M
|
+$2M
|
+51,052
|
+56%
|
|
|
10
|
Advisory Services Network
Atlanta,
Georgia
|
$4.77M
|
+$782K
|
+19,934
|
+19%
|
|
|
11
|
HighTower Advisors
Chicago,
Illinois
|
$3.85M
|
+$2.2M
|
+55,997
|
+121%
|
|
|
12
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$3.74M
|
+$3.07M
|
+78,203
|
+380%
|
|
|
13
|
Spinnaker Trust
Portland,
Maine
|
$3.7M
|
-$346K
|
-8,831
|
-8%
|
|
|
14
|
Vicus Capital
State College,
Pennsylvania
|
$3.44M
|
+$43K
|
+1,097
|
+1%
|
|
|
15
|
|
$3.31M
|
-$306K
|
-7,810
|
-8%
|
|
|
16
|
Rand Wealth
Baltimore,
Maryland
|
$3.13M
|
-$46.5K
|
-1,185
|
-1%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.09M
|
+$243K
|
+6,187
|
+8%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$3.07M
|
-$282K
|
-7,194
|
-8%
|
|
|
19
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$2.86M
|
-$23.1K
|
-589
|
-0.8%
|
|
|
20
|
|
$2.79M
|
+$2.9M
|
+73,830
|
New
|
|
|
21
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$2.79M
|
+$656K
|
+16,731
|
+29%
|
|
|
22
|
Newfound Research
Wellesley Hills,
Massachusetts
|
$2.71M
|
+$362K
|
+9,234
|
+15%
|
|
|
23
|
Suntrust Banks
Atlanta,
Georgia
|
$1.96M
|
-$390K
|
-9,954
|
-16%
|
|
|
24
|
Wintrust Investments
Chicago,
Illinois
|
$1.84M
|
+$89.6K
|
+2,284
|
+5%
|
|
|
25
|
Global Retirement Partners
San Rafael,
California
|
$1.84M
|
+$592K
|
+15,093
|
+45%
|
|
