|
1
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$43.8M
|
+$44.1M
|
+884,790
|
New
|
|
|
2
|
Cavalier Investments
Alpharetta,
Georgia
|
$18.5M
|
+$18.7M
|
+374,357
|
New
|
|
|
3
|
Old National Bancorp
Evansville,
Indiana
|
$9.86M
|
+$9.92M
|
+199,005
|
New
|
|
|
4
|
|
$7.32M
|
+$7.36M
|
+147,758
|
New
|
|
|
5
|
Venturi Wealth Management
Austin,
Texas
|
$6.34M
|
+$6.36M
|
+127,608
|
New
|
|
|
6
|
Parker Investment Management
Menlo Park,
California
|
$4.52M
|
+$4.54M
|
+91,178
|
New
|
|
|
7
|
Cypress Asset Management
Houston,
Texas
|
$3.35M
|
+$3.36M
|
+67,525
|
New
|
|
|
8
|
Lazard Asset Management
New York
|
$2.88M
|
+$2.91M
|
+58,300
|
New
|
|
|
9
|
|
$2.02M
|
+$2.04M
|
+40,870
|
New
|
|
|
10
|
Boston Advisors
Boston,
Massachusetts
|
$1.71M
|
+$1.72M
|
+34,580
|
New
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$1.65M
|
+$1.66M
|
+33,286
|
New
|
|
|
12
|
MML Investors Services
Springfield,
Massachusetts
|
$714K
|
+$718K
|
+14,412
|
New
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$697K
|
+$701K
|
+14,069
|
New
|
|
|
14
|
FDx Advisors
Chicago,
Illinois
|
$682K
|
+$686K
|
+13,775
|
New
|
|
|
15
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$528K
|
+$531K
|
+10,652
|
New
|
|
|
16
|
Global Endowment Management
Charlotte,
North Carolina
|
$461K
|
+$463K
|
+9,300
|
New
|
|
|
17
|
Advisor Group
Phoenix,
Arizona
|
$437K
|
+$440K
|
+8,824
|
New
|
|
|
18
|
IFP Advisors
Tampa,
Florida
|
$240K
|
+$241K
|
+4,838
|
New
|
|
|
19
|
|
$132K
|
+$133K
|
+2,675
|
New
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$80K
|
+$81.3K
|
+1,631
|
New
|
|
|
21
|
William Blair & Company
Chicago,
Illinois
|
$5K
|
+$4.98K
|
+100
|
New
|
|
|
22
|
Advisory Services Network
Atlanta,
Georgia
|
$3K
|
+$3.34K
|
+67
|
New
|
|
