|
1
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$24.7M
|
+$24.8M
|
+224,578
|
New
|
|
|
2
|
US Bancorp
Minneapolis,
Minnesota
|
$23.2M
|
+$23.2M
|
+210,575
|
New
|
|
|
3
|
American Economic Planning Group
Warren,
New Jersey
|
$18.7M
|
+$18.8M
|
+170,388
|
New
|
|
|
4
|
Atria Investments
Charlotte,
North Carolina
|
$18.7M
|
+$18.7M
|
+169,806
|
New
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.1M
|
+$17.1M
|
+155,386
|
New
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.79M
|
+$1.1M
|
+9,954
|
+23%
|
|
|
7
|
Boys Arnold & Co
Asheville,
North Carolina
|
$4.32M
|
-$140K
|
-1,265
|
-3%
|
|
|
8
|
|
$3.07M
|
+$85.4K
|
+774
|
+3%
|
|
|
9
|
|
$2.8M
|
-$2.9M
|
-26,312
|
-51%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$2.51M
|
+$8.16K
|
+74
|
+0.3%
|
|
|
11
|
|
$1.9M
|
-$582K
|
-5,272
|
-23%
|
|
|
12
|
Bank of New York Mellon
New York
|
$1.85M
|
-$54.7K
|
-496
|
-3%
|
|
|
13
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$1.64M
|
+$2.54K
|
+23
|
+0.2%
|
|
|
14
|
Managed Account Advisors
Jersey City,
New Jersey
|
$1.1M
|
+$981K
|
+8,890
|
+800%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$678K
|
-$4.52K
|
-41
|
-0.7%
|
|
|
16
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$491K
|
+$475K
|
+4,308
|
+2,693%
|
|
|
17
|
Huntington National Bank
Columbus,
Ohio
|
$432K
|
–
|
–
|
–
|
|
|
18
|
Washington Trust
Westerly,
Rhode Island
|
$426K
|
-$2.32K
|
-21
|
-0.5%
|
|
|
19
|
Cetera Advisors
Denver,
Colorado
|
$361K
|
–
|
–
|
–
|
|
|
20
|
KeyBank National Association
Cleveland,
Ohio
|
$335K
|
+$74.6K
|
+676
|
+29%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$270K
|
+$271K
|
+2,455
|
New
|
|
|
22
|
LPL Financial
San Diego,
California
|
$266K
|
–
|
–
|
–
|
|
|
23
|
Forward Management
San Francisco,
California
|
$80K
|
–
|
–
|
–
|
|
|
24
|
|
$37K
|
-$10.6K
|
-96
|
-22%
|
|
|
25
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$26K
|
–
|
–
|
–
|
|
