|
1
|
HM Payson & Co
Portland,
Maine
|
$47.7M
|
+$8.73M
|
+347,290
|
+22%
|
|
|
2
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$26.8M
|
+$23.3M
|
+928,483
|
+659%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15.3M
|
+$14.2M
|
+566,223
|
+1,293%
|
|
|
4
|
HighTower Advisors
Chicago,
Illinois
|
$1.84M
|
+$156K
|
+6,226
|
+9%
|
|
|
5
|
Treasure Coast Financial Planning
Vero Beach,
Florida
|
$1.73M
|
-$79K
|
-3,142
|
-4%
|
|
|
6
|
Gilbert Capital Group
North Yarmouth,
Maine
|
$1.56M
|
+$1.56M
|
+62,169
|
New
|
|
|
7
|
Spinnaker Investment Group
Newport Beach,
California
|
$1.41M
|
+$397K
|
+15,804
|
+39%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.38M
|
+$787K
|
+31,331
|
+133%
|
|
|
9
|
RFP Financial Group
Atlanta,
Georgia
|
$842K
|
+$428K
|
+17,019
|
+104%
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$611K
|
+$214K
|
+8,531
|
+54%
|
|
|
11
|
Raymond James Financial
St Petersburg,
Florida
|
$410K
|
+$411K
|
+16,349
|
New
|
|
|
12
|
Advisory Services Network
Atlanta,
Georgia
|
$279K
|
+$50.3K
|
+2,000
|
+22%
|
|
|
13
|
Strategic Blueprint
Atlanta,
Georgia
|
$251K
|
–
|
–
|
–
|
|
|
14
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$120K
|
+$120K
|
+4,790
|
New
|
|
|
15
|
Cary Street Partners
Richmond,
Virginia
|
$95K
|
+$95.1K
|
+3,785
|
New
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$83.5K
|
–
|
–
|
–
|
|
|
17
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$44.5K
|
+$44.6K
|
+1,774
|
New
|
|
|
18
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$37.5K
|
+$37.5K
|
+1,492
|
New
|
|
|
19
|
Action Point Financial Planning
Grand Rapids,
Michigan
|
$13.7K
|
+$13.7K
|
+544
|
New
|
|
|
20
|
Clearstead Trust
Portland,
Maine
|
$3.09K
|
–
|
–
|
–
|
|
|
21
|
Synergy Asset Management
Vancouver,
Washington
|
–
|
-$377K
|
-14,926
|
Closed
|
|
|
22
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$282K
|
-11,171
|
Closed
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
–
|
-$15.7K
|
-621
|
Closed
|
|
