|
1
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$108M
|
+$18.3M
|
+521,100
|
+21%
|
|
|
2
|
|
$68M
|
+$5.6M
|
+159,132
|
+9%
|
|
|
3
|
AssetMark Inc
Concord,
California
|
$53.6M
|
+$10.5M
|
+299,412
|
+25%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$41.7M
|
+$2.43M
|
+68,892
|
+6%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$37.4M
|
+$11.6M
|
+328,824
|
+46%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$35.1M
|
+$5.11M
|
+145,148
|
+17%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$26.4M
|
-$3.06M
|
-86,880
|
-11%
|
|
|
8
|
Arrow Investment Advisors
Laurel,
Maryland
|
$18M
|
+$17.6M
|
+499,048
|
New
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$16.2M
|
+$4.08M
|
+115,872
|
+35%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.2M
|
+$2.89M
|
+82,164
|
+24%
|
|
|
11
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$12.9M
|
-$665K
|
-18,884
|
-5%
|
|
|
12
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$12.6M
|
-$682K
|
-19,384
|
-5%
|
|
|
13
|
Lazard Asset Management
New York
|
$11.5M
|
-$8.91M
|
-252,988
|
-44%
|
|
|
14
|
|
$9.93M
|
+$1M
|
+28,432
|
+12%
|
|
|
15
|
Spinnaker Trust
Portland,
Maine
|
$8.87M
|
+$1M
|
+28,528
|
+13%
|
|
|
16
|
BB&T Securities
Richmond,
Virginia
|
$7.32M
|
+$6.75M
|
+191,824
|
+1,707%
|
|
|
17
|
|
$6.39M
|
+$2.18M
|
+61,840
|
+54%
|
|
|
18
|
Stephens Inc
Little Rock,
Arkansas
|
$6.25M
|
+$2.05M
|
+58,324
|
+51%
|
|
|
19
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$6.08M
|
+$753K
|
+21,380
|
+15%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.98M
|
-$587K
|
-16,660
|
-9%
|
|
|
21
|
SPC Financial Inc
Rockville,
Maryland
|
$5.75M
|
-$608K
|
-17,260
|
-10%
|
|
|
22
|
First Allied Advisory Services
San Diego,
California
|
$4.62M
|
+$4.5M
|
+127,920
|
New
|
|
|
23
|
American International Group
New York
|
$4.57M
|
+$1.44M
|
+40,964
|
+48%
|
|
|
24
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$4.29M
|
+$2.78M
|
+78,876
|
+197%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.27M
|
+$348K
|
+9,880
|
+9%
|
|
