|
1
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$12.9M
|
+$12.4M
|
+516,723
|
+2,184%
|
|
|
2
|
|
$6.41M
|
-$343K
|
-14,300
|
-5%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$5.13M
|
+$2.58M
|
+107,529
|
+100%
|
|
|
4
|
BB&T Securities
Richmond,
Virginia
|
$4.86M
|
+$1.09M
|
+45,512
|
+29%
|
|
|
5
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$4.37M
|
+$708K
|
+29,460
|
+19%
|
|
|
6
|
|
$1.88M
|
+$298K
|
+12,402
|
+19%
|
|
|
7
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.59M
|
–
|
–
|
–
|
|
|
8
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1.47M
|
+$1.42M
|
+59,080
|
+2,401%
|
|
|
9
|
Private Advisor Group
Morristown,
New Jersey
|
$954K
|
+$959K
|
+39,910
|
New
|
|
|
10
|
Tortoise Investment Management
White Plains,
New York
|
$643K
|
-$27.9K
|
-1,161
|
-4%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$515K
|
+$232K
|
+9,654
|
+81%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$400K
|
-$61.3K
|
-2,550
|
-13%
|
|
|
13
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$273K
|
-$9.87K
|
-411
|
-3%
|
|
|
14
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$258K
|
+$14.8K
|
+615
|
+6%
|
|
|
15
|
MML Investors Services
Springfield,
Massachusetts
|
$254K
|
+$255K
|
+10,626
|
New
|
|
|
16
|
Global Retirement Partners
San Rafael,
California
|
$103K
|
-$1.04M
|
-43,282
|
-91%
|
|
|
17
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$101K
|
+$101K
|
+4,213
|
New
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$48K
|
+$48K
|
+2,000
|
New
|
|
|
19
|
Advisory Services Network
Atlanta,
Georgia
|
$8K
|
+$8.02K
|
+334
|
New
|
|
|
20
|
Teachers Insurance & Annuity Association of America
New York
|
–
|
-$24.4M
|
-998,240
|
Closed
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
–
|
-$361K
|
-14,764
|
Closed
|
|
