|
1
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$36.1M
|
+$8.16M
|
+100,815
|
+30%
|
|
|
2
|
Commerce Bank
Kansas City,
Missouri
|
$31.6M
|
-$466K
|
-5,763
|
-1%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$30.8M
|
+$22.3M
|
+275,908
|
+292%
|
|
|
4
|
Schroder Investment Management Group
London,
United Kingdom
|
$23.2M
|
–
|
–
|
–
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$22.2M
|
+$8.31M
|
+102,734
|
+63%
|
|
|
6
|
|
$21.6M
|
-$1.64M
|
-20,263
|
-7%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$19.6M
|
+$5.72M
|
+70,702
|
+43%
|
|
|
8
|
|
$16.1M
|
-$557K
|
-6,885
|
-3%
|
|
|
9
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$14.8M
|
+$10M
|
+123,710
|
+230%
|
|
|
10
|
National Planning Corporation
El Segundo,
California
|
$13.5M
|
+$5.19M
|
+64,196
|
+67%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$12.9M
|
+$3.43M
|
+42,432
|
+38%
|
|
|
12
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$12.6M
|
+$12.2M
|
+151,374
|
New
|
|
|
13
|
|
$8.45M
|
-$8.09M
|
-99,999
|
-50%
|
|
|
14
|
BBVA USA Bancshares
Houston,
Texas
|
$7.52M
|
+$93.2K
|
+1,152
|
+1%
|
|
|
15
|
LifePlan Financial Group
Dayton,
Ohio
|
$6.48M
|
-$17.5K
|
-216
|
-0.3%
|
|
|
16
|
|
$6.08M
|
-$1.77M
|
-21,895
|
-23%
|
|
|
17
|
First Allied Advisory Services
San Diego,
California
|
$5.19M
|
+$2.39M
|
+29,557
|
+89%
|
|
|
18
|
Chartist Inc
Seal Beach,
California
|
$5.04M
|
-$16K
|
-198
|
-0.3%
|
|
|
19
|
|
$4.6M
|
-$234K
|
-2,891
|
-5%
|
|
|
20
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$4.26M
|
+$2.2M
|
+27,173
|
+114%
|
|
|
21
|
Baker Avenue Asset Management
San Francisco,
California
|
$4.08M
|
+$1.1M
|
+13,537
|
+32%
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$3.71M
|
+$641K
|
+7,924
|
+22%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.64M
|
+$1.37M
|
+16,892
|
+63%
|
|
|
24
|
American International Group
New York
|
$2.74M
|
+$643K
|
+7,951
|
+32%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.53M
|
-$2.91M
|
-35,993
|
-54%
|
|
