|
1
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$108M
|
+$106M
|
+6,360,059
|
+14,091%
|
|
|
2
|
AssetMark Inc
Concord,
California
|
$53.1M
|
+$52.6M
|
+3,141,861
|
New
|
|
|
3
|
|
$25.7M
|
-$2.63M
|
-156,930
|
-9%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$21.7M
|
+$5.24M
|
+312,741
|
+32%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.8M
|
+$10.3M
|
+613,946
|
+2,492%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$9.86M
|
-$1.37M
|
-81,671
|
-12%
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$8.31M
|
+$59.1K
|
+3,528
|
+0.7%
|
|
|
8
|
Arrow Investment Advisors
Laurel,
Maryland
|
$7.6M
|
+$7.54M
|
+450,145
|
New
|
|
|
9
|
SPC Financial Inc
Rockville,
Maryland
|
$7.32M
|
-$68.7K
|
-4,105
|
-0.9%
|
|
|
10
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$5.34M
|
+$1.85M
|
+110,370
|
+54%
|
|
|
11
|
FolioMetrix
Omaha,
Nebraska
|
$3.68M
|
+$3.65M
|
+218,059
|
New
|
|
|
12
|
Gateway Advisory
Westfield,
New Jersey
|
$3.44M
|
+$52K
|
+3,105
|
+2%
|
|
|
13
|
SG Americas Securities
New York
|
$3.43M
|
+$2.7M
|
+161,331
|
+387%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$2.95M
|
+$994K
|
+59,375
|
+51%
|
|
|
15
|
Credit Suisse
Zurich,
Switzerland
|
$2.7M
|
+$2.68M
|
+160,000
|
New
|
|
|
16
|
Curian Capital
Denver,
Colorado
|
$2.13M
|
-$504K
|
-30,112
|
-19%
|
|
|
17
|
Biondo Investment Advisors
Milford,
Pennsylvania
|
$2.08M
|
+$190K
|
+11,330
|
+10%
|
|
|
18
|
Cumberland Advisors
Sarasota,
Florida
|
$2.04M
|
-$2.85K
|
-170
|
-0.1%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.91M
|
-$1.03M
|
-61,815
|
-35%
|
|
|
20
|
|
$1.68M
|
+$1.26M
|
+75,481
|
+316%
|
|
|
21
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.66M
|
-$195K
|
-11,650
|
-11%
|
|
|
22
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1.52M
|
+$1.46M
|
+87,484
|
+3,314%
|
|
|
23
|
|
$1.45M
|
–
|
–
|
–
|
|
|
24
|
Zacks Investment Management
Chicago,
Illinois
|
$1.03M
|
+$41.4K
|
+2,470
|
+4%
|
|
|
25
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$822K
|
+$738K
|
+44,062
|
+957%
|
|
