|
1
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$10.5M
|
+$10.8M
|
+320,579
|
New
|
|
|
2
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$8.79M
|
+$482K
|
+14,246
|
+6%
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
$5.26M
|
+$5.41M
|
+160,040
|
New
|
|
|
4
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$2.94M
|
+$1.41M
|
+41,561
|
+87%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.52M
|
+$1.56M
|
+46,153
|
+30,565%
|
|
|
6
|
Silicon Hills Wealth Management
Austin,
Texas
|
$1.08M
|
-$231K
|
-6,816
|
-17%
|
|
|
7
|
Spreng Capital Management
Bucyrus,
Ohio
|
$607K
|
+$623K
|
+18,413
|
New
|
|
|
8
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$314K
|
-$240K
|
-7,110
|
-43%
|
|
|
9
|
Covenant Multifamily Offices
San Antonio,
Texas
|
$252K
|
+$68
|
+2
|
+0%
|
|
|
10
|
|
$231K
|
-$371K
|
-10,966
|
-61%
|
|
|
11
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$226K
|
+$233K
|
+6,888
|
New
|
|
|
12
|
South Shore Capital Advisors
Cohasset,
Massachusetts
|
$225K
|
+$231K
|
+6,845
|
New
|
|
|
13
|
Bailard
Foster City,
California
|
$217K
|
–
|
–
|
–
|
|
|
14
|
Old Mission Capital
Chicago,
Illinois
|
$210K
|
+$6.76K
|
+200
|
+3%
|
|
|
15
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$123K
|
+$127K
|
+3,753
|
New
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$38K
|
+$18.6K
|
+550
|
+92%
|
|
|
17
|
Harbour Investments
Madison,
Wisconsin
|
$35K
|
+$36.3K
|
+1,073
|
New
|
|
|
18
|
Red Tortoise LLC
Atlanta,
Georgia
|
$20K
|
+$27.2K
|
+805
|
New
|
|
|
19
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$19K
|
-$8.96K
|
-265
|
-32%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$19K
|
+$19.9K
|
+587
|
New
|
|
|
21
|
Asset Dedication LLC
San Francisco,
California
|
$17K
|
+$17.1K
|
+507
|
New
|
|
|
22
|
First National Bank of South Miami
South Miami,
Florida
|
$16K
|
–
|
–
|
–
|
|
|
23
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$16K
|
–
|
–
|
–
|
|
|
24
|
Solstein Capital
Menlo Park,
California
|
$10K
|
+$10K
|
+296
|
New
|
|
|
25
|
O'Dell Group
Cincinnati,
Ohio
|
$7K
|
+$7K
|
+207
|
New
|
|
