|
1
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$13.3M
|
+$13.6M
|
+284,323
|
New
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.52M
|
+$4.61M
|
+96,579
|
New
|
|
|
3
|
Brinker Capital
Berwyn,
Pennsylvania
|
$4.41M
|
+$4.5M
|
+94,231
|
New
|
|
|
4
|
Gateway Advisory
Westfield,
New Jersey
|
$4.33M
|
-$61.6K
|
-1,291
|
-1%
|
|
|
5
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.58M
|
+$3.64M
|
+76,363
|
New
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$3.21M
|
+$1.22M
|
+25,475
|
+59%
|
|
|
7
|
|
$2.27M
|
+$2.32M
|
+48,637
|
New
|
|
|
8
|
Aviance Capital Management
Sarasota,
Florida
|
$1.96M
|
+$2M
|
+41,992
|
New
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$1.87M
|
-$813K
|
-17,043
|
-30%
|
|
|
10
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1.57M
|
+$1.59M
|
+33,228
|
+10,069%
|
|
|
11
|
|
$1.16M
|
+$367K
|
+7,690
|
+45%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$567K
|
+$579K
|
+12,126
|
New
|
|
|
13
|
|
$463K
|
+$472K
|
+9,895
|
New
|
|
|
14
|
Spinnaker Trust
Portland,
Maine
|
$361K
|
-$109K
|
-2,284
|
-23%
|
|
|
15
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$334K
|
+$341K
|
+7,146
|
New
|
|
|
16
|
LPL Financial
San Diego,
California
|
$322K
|
-$39.4K
|
-826
|
-11%
|
|
|
17
|
Maryland Capital Management
Towson,
Maryland
|
$227K
|
+$8.11K
|
+170
|
+4%
|
|
|
18
|
United Capital Financial Advisors
Irving,
Texas
|
$227K
|
+$232K
|
+4,852
|
New
|
|
|
19
|
|
$226K
|
-$423K
|
-8,857
|
-65%
|
|
|
20
|
Cetera Advisor Networks
El Segundo,
California
|
$207K
|
-$330K
|
-6,923
|
-61%
|
|
|
21
|
American International Group
New York
|
$171K
|
–
|
–
|
–
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$144K
|
+$109K
|
+2,285
|
+286%
|
|
|
23
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$95K
|
+$97.8K
|
+2,050
|
New
|
|
|
24
|
Creative Planning
Overland Park,
Kansas
|
$43K
|
–
|
–
|
–
|
|
|
25
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$39K
|
+$36K
|
+755
|
+944%
|
|
