|
1
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$14M
|
+$1.3M
|
+55,124
|
+10%
|
|
|
2
|
|
$6.41M
|
+$89.2K
|
+3,781
|
+1%
|
|
|
3
|
BB&T Securities
Richmond,
Virginia
|
$5.94M
|
+$1.16M
|
+49,198
|
+24%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$5.75M
|
+$694K
|
+29,404
|
+14%
|
|
|
5
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$4.36M
|
+$54.5K
|
+2,311
|
+1%
|
|
|
6
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.56M
|
–
|
–
|
–
|
|
|
7
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1.47M
|
–
|
–
|
–
|
|
|
8
|
Tortoise Investment Management
White Plains,
New York
|
$563K
|
-$70.8K
|
-3,000
|
-11%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$495K
|
-$11.6K
|
-493
|
-2%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$346K
|
-$47.7K
|
-2,020
|
-12%
|
|
|
11
|
IFP Advisors
Tampa,
Florida
|
$334K
|
+$335K
|
+14,175
|
New
|
|
|
12
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$307K
|
+$37.8K
|
+1,600
|
+14%
|
|
|
13
|
MML Investors Services
Springfield,
Massachusetts
|
$291K
|
+$40.4K
|
+1,713
|
+16%
|
|
|
14
|
Private Advisor Group
Morristown,
New Jersey
|
$265K
|
-$676K
|
-28,630
|
-72%
|
|
|
15
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$254K
|
–
|
–
|
–
|
|
|
16
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$104K
|
+$4.37K
|
+185
|
+4%
|
|
|
17
|
Global Retirement Partners
San Rafael,
California
|
$91K
|
-$10.8K
|
-457
|
-11%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$59K
|
+$12K
|
+510
|
+26%
|
|
|
19
|
Advisory Services Network
Atlanta,
Georgia
|
$9K
|
+$1.01K
|
+43
|
+13%
|
|
|
20
|
AssetMark Inc
Concord,
California
|
$9K
|
+$8.54K
|
+362
|
New
|
|
|
21
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$7K
|
+$7.25K
|
+307
|
New
|
|
|
22
|
|
–
|
-$1.88M
|
-78,666
|
Closed
|
|
