|
1
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$84.9M
|
+$45.6M
|
+1,408,184
|
+133%
|
|
|
2
|
|
$59.4M
|
+$11.4M
|
+351,232
|
+26%
|
|
|
3
|
AssetMark Inc
Concord,
California
|
$40.9M
|
+$19.4M
|
+598,444
|
+102%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$37.5M
|
+$7.75M
|
+239,672
|
+28%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$28.6M
|
+$7.01M
|
+216,840
|
+35%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$28.2M
|
+$26.5M
|
+818,248
|
New
|
|
|
7
|
LPL Financial
San Diego,
California
|
$24.6M
|
+$12.9M
|
+399,452
|
+127%
|
|
|
8
|
Lazard Asset Management
New York
|
$19.7M
|
+$5.75M
|
+177,828
|
+45%
|
|
|
9
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$13M
|
+$12.2M
|
+378,040
|
New
|
|
|
10
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$12.7M
|
+$11.9M
|
+368,896
|
New
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.7M
|
+$580K
|
+17,944
|
+6%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11.4M
|
+$3M
|
+92,592
|
+39%
|
|
|
13
|
|
$8.5M
|
+$2.22M
|
+68,784
|
+39%
|
|
|
14
|
Spinnaker Trust
Portland,
Maine
|
$7.49M
|
+$126K
|
+3,908
|
+2%
|
|
|
15
|
Pacific Financial Group
Bellevue,
Washington
|
$7.27M
|
+$6.83M
|
+211,120
|
New
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$6.85M
|
+$6M
|
+185,432
|
+1,370%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.29M
|
-$121K
|
-3,736
|
-2%
|
|
|
18
|
SPC Financial Inc
Rockville,
Maryland
|
$6.08M
|
-$147K
|
-4,540
|
-3%
|
|
|
19
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$5.07M
|
-$294K
|
-9,080
|
-6%
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
$4.67M
|
+$4.39M
|
+135,708
|
New
|
|
|
21
|
Tower Research Capital (TRC)
New York
|
$4.05M
|
+$1.78M
|
+54,980
|
+88%
|
|
|
22
|
|
$3.98M
|
+$3.37M
|
+104,164
|
+916%
|
|
|
23
|
Stephens Inc
Little Rock,
Arkansas
|
$3.96M
|
+$1.23M
|
+37,908
|
+49%
|
|
|
24
|
BB&T Securities
Richmond,
Virginia
|
$3.87M
|
-$1.89M
|
-58,408
|
-84%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.74M
|
+$156K
|
+4,824
|
+5%
|
|
