|
1
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$19.4M
|
+$2.68M
|
+110,979
|
+16%
|
|
|
2
|
RWA Wealth Partners
Newton,
Massachusetts
|
$10M
|
+$9.99M
|
+413,538
|
New
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.68M
|
+$1.39M
|
+57,368
|
+22%
|
|
|
4
|
Pure Financial Advisors
San Diego,
California
|
$6.17M
|
+$1.24M
|
+51,175
|
+25%
|
|
|
5
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$6.11M
|
+$2.16M
|
+89,225
|
+55%
|
|
|
6
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$4.38M
|
+$4.37M
|
+180,960
|
New
|
|
|
7
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$4.06M
|
+$429K
|
+17,754
|
+12%
|
|
|
8
|
Vicus Capital
State College,
Pennsylvania
|
$2.67M
|
+$417K
|
+17,270
|
+19%
|
|
|
9
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$2.43M
|
+$2.42M
|
+100,312
|
New
|
|
|
10
|
|
$1.97M
|
-$4.33M
|
-179,216
|
-69%
|
|
|
11
|
Creative Planning
Overland Park,
Kansas
|
$1.9M
|
+$861K
|
+35,663
|
+83%
|
|
|
12
|
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
|
$1.83M
|
+$141K
|
+5,821
|
+8%
|
|
|
13
|
SigFig Wealth Management
San Francisco,
California
|
$1.8M
|
+$53.9K
|
+2,232
|
+3%
|
|
|
14
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$1.21M
|
-$4.54K
|
-188
|
-0.4%
|
|
|
15
|
Mariner
Overland Park,
Kansas
|
$1.12M
|
+$340K
|
+14,062
|
+44%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.11M
|
+$91.5K
|
+3,787
|
+9%
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
$1.09M
|
+$76.3K
|
+3,161
|
+8%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$1.07M
|
+$92.8K
|
+3,842
|
+10%
|
|
|
19
|
|
$894K
|
-$971K
|
-40,209
|
-52%
|
|
|
20
|
Rand Wealth
Baltimore,
Maryland
|
$893K
|
+$70.8K
|
+2,931
|
+9%
|
|
|
21
|
Advisory Services Network
Atlanta,
Georgia
|
$836K
|
-$151K
|
-6,264
|
-15%
|
|
|
22
|
|
$820K
|
+$254K
|
+10,532
|
+45%
|
|
|
23
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$677K
|
-$506K
|
-20,947
|
-43%
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$674K
|
+$133K
|
+5,518
|
+25%
|
|
|
25
|
Spinnaker Trust
Portland,
Maine
|
$647K
|
+$7.9K
|
+327
|
+1%
|
|
