|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$19.2M
|
-$9.46M
|
-290,307
|
-33%
|
|
|
2
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$14.1M
|
-$3.58M
|
-109,959
|
-20%
|
|
|
3
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$9.16M
|
+$1.57M
|
+48,112
|
+20%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.24M
|
+$523K
|
+16,059
|
+8%
|
|
|
5
|
Spinnaker Trust
Portland,
Maine
|
$5.56M
|
-$28.7K
|
-880
|
-0.5%
|
|
|
6
|
Bright Rock Capital Management
Hanover,
Massachusetts
|
$4.36M
|
–
|
–
|
–
|
|
|
7
|
Vicus Capital
State College,
Pennsylvania
|
$3.58M
|
+$246K
|
+7,554
|
+7%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.58M
|
+$2.5M
|
+76,828
|
+228%
|
|
|
9
|
WealthSource Partners
San Luis Obispo,
California
|
$3.42M
|
+$523K
|
+16,057
|
+18%
|
|
|
10
|
Rand Wealth
Baltimore,
Maryland
|
$2.42M
|
-$29.3K
|
-900
|
-1%
|
|
|
11
|
High Falls Advisors
Rochester,
New York
|
$2.37M
|
+$685K
|
+21,015
|
+41%
|
|
|
12
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.3M
|
–
|
–
|
–
|
|
|
13
|
Traynor Capital Management
Malvern,
Pennsylvania
|
$1.8M
|
-$139K
|
-4,269
|
-7%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$1.79M
|
+$807K
|
+24,759
|
+81%
|
|
|
15
|
|
$1.74M
|
+$1.54M
|
+47,322
|
+724%
|
|
|
16
|
|
$1.72M
|
-$623K
|
-19,122
|
-27%
|
|
|
17
|
Giralda Advisors
New York
|
$1.69M
|
-$118K
|
-3,607
|
-6%
|
|
|
18
|
King Wealth Management Group
Naples,
Florida
|
$1.63M
|
+$1.56K
|
+48
|
+0.1%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$914K
|
-$29.3K
|
-899
|
-3%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$882K
|
-$888K
|
-27,256
|
-50%
|
|
|
21
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$856K
|
+$41.2K
|
+1,264
|
+5%
|
|
|
22
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$524K
|
+$527K
|
+16,180
|
New
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
$472K
|
-$936K
|
-28,736
|
-66%
|
|
|
24
|
Court Place Advisors
Ellicott City,
Maryland
|
$467K
|
+$229K
|
+7,025
|
+95%
|
|
|
25
|
Advisory Services Network
Atlanta,
Georgia
|
$395K
|
-$111K
|
-3,412
|
-22%
|
|
