|
1
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$11.1M
|
+$10.4M
|
+361,268
|
New
|
|
|
2
|
Lido Advisors
Los Angeles,
California
|
$5.98M
|
+$73.6K
|
+2,569
|
+1%
|
|
|
3
|
Peak Financial Management
Wellesley,
Massachusetts
|
$5.32M
|
-$453K
|
-15,808
|
-8%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.56M
|
+$4.24M
|
+147,765
|
New
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.01M
|
+$2.06M
|
+71,821
|
+280%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.96M
|
+$1.1M
|
+38,473
|
+67%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.78M
|
-$91K
|
-3,176
|
-3%
|
|
|
8
|
Broadview Financial Management
Wauwatosa,
Wisconsin
|
$2.48M
|
-$929K
|
-32,425
|
-29%
|
|
|
9
|
Newfound Research
Wellesley Hills,
Massachusetts
|
$1.85M
|
+$1.72M
|
+59,861
|
New
|
|
|
10
|
Stifel Financial
St. Louis,
Missouri
|
$1.2M
|
-$54.8K
|
-1,913
|
-5%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$979K
|
-$2.35M
|
-82,145
|
-72%
|
|
|
12
|
|
$802K
|
–
|
–
|
–
|
|
|
13
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$717K
|
-$5.42K
|
-189
|
-0.8%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$649K
|
-$217K
|
-7,587
|
-27%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$604K
|
-$13.2K
|
-460
|
-2%
|
|
|
16
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$522K
|
-$18K
|
-629
|
-4%
|
|
|
17
|
Tower Research Capital (TRC)
New York
|
$516K
|
-$196K
|
-6,849
|
-29%
|
|
|
18
|
HBW Advisory Services
Simi Valley,
California
|
$500K
|
+$465K
|
+16,208
|
New
|
|
|
19
|
HighTower Advisors
Chicago,
Illinois
|
$491K
|
+$186K
|
+6,494
|
+67%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$448K
|
+$132K
|
+4,607
|
+46%
|
|
|
21
|
55I LLC
Boston,
Massachusetts
|
$437K
|
-$27.9K
|
-973
|
-6%
|
|
|
22
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$431K
|
-$40K
|
-1,397
|
-9%
|
|
|
23
|
|
$398K
|
-$35.9K
|
-1,252
|
-9%
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$347K
|
-$11.2K
|
-391
|
-3%
|
|
|
25
|
SVB Wealth
Boston,
Massachusetts
|
$343K
|
-$279K
|
-9,724
|
-47%
|
|
