|
1
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$38.4M
|
+$36.6M
|
+1,565,237
|
New
|
|
|
2
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$25.2M
|
+$2.06M
|
+87,979
|
+9%
|
|
|
3
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$24M
|
+$22.1M
|
+946,035
|
+3,019%
|
|
|
4
|
Patriot Wealth Management
Houston,
Texas
|
$12.4M
|
+$11.8M
|
+503,764
|
New
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.85M
|
-$298K
|
-12,711
|
-3%
|
|
|
6
|
Divergent Wealth Advisors
South Jordan,
Utah
|
$7.87M
|
+$213K
|
+9,090
|
+3%
|
|
|
7
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$6.89M
|
+$1.04M
|
+44,631
|
+19%
|
|
|
8
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.94M
|
+$4.41M
|
+188,533
|
+351%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$4.99M
|
+$2.74M
|
+116,829
|
+135%
|
|
|
10
|
Creative Planning
Overland Park,
Kansas
|
$4.83M
|
+$618K
|
+26,405
|
+15%
|
|
|
11
|
Mariner
Overland Park,
Kansas
|
$4.41M
|
+$279K
|
+11,912
|
+7%
|
|
|
12
|
Vicus Capital
State College,
Pennsylvania
|
$4.2M
|
+$93.2K
|
+3,979
|
+2%
|
|
|
13
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$2.52M
|
+$1.5M
|
+64,270
|
+167%
|
|
|
14
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$2.46M
|
+$5.69K
|
+243
|
+0.2%
|
|
|
15
|
Advisory Services Network
Atlanta,
Georgia
|
$2.46M
|
-$828K
|
-35,365
|
-26%
|
|
|
16
|
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
|
$2.44M
|
+$33.6K
|
+1,437
|
+1%
|
|
|
17
|
SigFig Wealth Management
San Francisco,
California
|
$2.35M
|
-$21.8K
|
-932
|
-1%
|
|
|
18
|
Lido Advisors
Los Angeles,
California
|
$2.23M
|
+$907K
|
+38,741
|
+74%
|
|
|
19
|
HighTower Advisors
Chicago,
Illinois
|
$2.11M
|
-$545K
|
-23,292
|
-21%
|
|
|
20
|
Mission Wealth Management
Santa Barbara,
California
|
$2.03M
|
+$1.1M
|
+46,844
|
+131%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$1.83M
|
+$73.7K
|
+3,150
|
+4%
|
|
|
22
|
Rand Wealth
Baltimore,
Maryland
|
$1.68M
|
+$169K
|
+7,201
|
+12%
|
|
|
23
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$1.55M
|
-$224K
|
-9,552
|
-13%
|
|
|
24
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.48M
|
+$1.41M
|
+60,349
|
New
|
|
|
25
|
|
$1.46M
|
+$815K
|
+34,817
|
+141%
|
|
