|
1
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$44M
|
+$43.1M
|
+1,259,094
|
New
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$31.7M
|
-$1.34M
|
-39,063
|
-4%
|
|
|
3
|
|
$31.6M
|
+$1.43M
|
+41,895
|
+5%
|
|
|
4
|
AssetMark Inc
Concord,
California
|
$26.5M
|
+$26M
|
+759,663
|
New
|
|
|
5
|
CIBC Asset Management
Toronto,
Ontario, Canada
|
$25.7M
|
+$25.2M
|
+735,960
|
New
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$23.4M
|
+$7.21M
|
+210,744
|
+46%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$23.3M
|
-$942K
|
-27,513
|
-4%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$17.4M
|
+$17M
|
+497,964
|
New
|
|
|
9
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$12.2M
|
+$355K
|
+10,386
|
+3%
|
|
|
10
|
|
$10.1M
|
-$1.73M
|
-50,439
|
-15%
|
|
|
11
|
RiverFront Investment Group
Richmond,
Virginia
|
$9.73M
|
-$3.12M
|
-91,215
|
-25%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.17M
|
+$1.57M
|
+45,915
|
+21%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.6M
|
+$1.09M
|
+31,869
|
+20%
|
|
|
14
|
SPC Financial Inc
Rockville,
Maryland
|
$6.38M
|
+$1.09M
|
+31,869
|
+21%
|
|
|
15
|
|
$5.92M
|
-$4.49M
|
-131,331
|
-44%
|
|
|
16
|
Clal Insurance
Tel-Aviv,
Israel
|
$4.85M
|
+$4.75M
|
+138,915
|
New
|
|
|
17
|
Fernwood Investment Management
Quincy,
Massachusetts
|
$3.49M
|
-$10.3K
|
-300
|
-0.3%
|
|
|
18
|
BB&T Securities
Richmond,
Virginia
|
$3.37M
|
+$2.08M
|
+60,921
|
+171%
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
$3.34M
|
+$3.28M
|
+95,733
|
New
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.06M
|
-$4.83K
|
-141
|
-0.2%
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.01M
|
-$127K
|
-3,711
|
-4%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.95M
|
-$20.1K
|
-588
|
-0.7%
|
|
|
23
|
First Allied Advisory Services
San Diego,
California
|
$2.93M
|
+$2.03M
|
+59,271
|
+241%
|
|
|
24
|
Stillwater Capital Advisors
Devon,
Pennsylvania
|
$2.93M
|
+$957K
|
+27,975
|
+50%
|
|
|
25
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$2.57M
|
+$1.35M
|
+39,360
|
+117%
|
|
