|
1
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$154M
|
+$61.9M
|
+2,049,665
|
+70%
|
|
|
2
|
|
$103M
|
+$47.4M
|
+1,568,825
|
+89%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$95.2M
|
-$38.4M
|
-1,272,125
|
-29%
|
|
|
4
|
Churchill Management
Los Angeles,
California
|
$90M
|
+$88.1M
|
+2,916,480
|
New
|
|
|
5
|
AssetMark Inc
Concord,
California
|
$81.3M
|
+$37.9M
|
+1,255,875
|
+91%
|
|
|
6
|
|
$61M
|
-$279M
|
-9,229,610
|
-82%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$58.4M
|
+$17.8M
|
+588,925
|
+44%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$56.3M
|
+$9.34M
|
+309,455
|
+20%
|
|
|
9
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$44.3M
|
+$39.9M
|
+1,321,430
|
+1,145%
|
|
|
10
|
SFMG Wealth Advisors
Plano,
Texas
|
$44.1M
|
+$28M
|
+927,915
|
+185%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$39.8M
|
+$4.24M
|
+140,275
|
+12%
|
|
|
12
|
BB&T Securities
Richmond,
Virginia
|
$35M
|
+$131K
|
+4,345
|
+4%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$34.3M
|
-$3.51M
|
-116,305
|
-9%
|
|
|
14
|
HSBC Holdings
London,
United Kingdom
|
$30.1M
|
-$126K
|
-4,175
|
-0.4%
|
|
|
15
|
BlackRock Advisors
Wilmington,
Delaware
|
$27M
|
+$3.1M
|
+102,695
|
+13%
|
|
|
16
|
United Capital Financial Advisors
Irving,
Texas
|
$26.5M
|
-$1.82M
|
-60,325
|
-6%
|
|
|
17
|
Canada Life
Winnipeg,
Manitoba, Canada
|
$23.6M
|
+$23.1M
|
+765,645
|
New
|
|
|
18
|
Schroder Investment Management Group
London,
United Kingdom
|
$23.3M
|
-$1.05M
|
-34,750
|
-4%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$22.1M
|
+$218K
|
+7,220
|
+1%
|
|
|
20
|
Arrow Investment Advisors
Laurel,
Maryland
|
$19M
|
-$1.09M
|
-36,240
|
-6%
|
|
|
21
|
SG Americas Securities
New York
|
$16.5M
|
+$12.4M
|
+411,410
|
+333%
|
|
|
22
|
BNP Paribas Financial Markets
Paris,
France
|
$15.4M
|
+$15.1M
|
+500,000
|
New
|
|
|
23
|
American International Group
New York
|
$12.9M
|
+$618K
|
+20,470
|
+5%
|
|
|
24
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$12.4M
|
-$2.31M
|
-76,385
|
-16%
|
|
|
25
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$10.2M
|
+$3.39M
|
+112,150
|
+51%
|
|
