|
1
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$7.33M
|
+$2.38M
|
+93,519
|
+48%
|
|
|
2
|
BCS Wealth Management
Johnson City,
Tennessee
|
$3.59M
|
+$3.37M
|
+132,763
|
+1,609%
|
|
|
3
|
Mirador Capital Partners
Pleasanton,
California
|
$3.25M
|
-$227K
|
-8,919
|
-7%
|
|
|
4
|
|
$2.03M
|
+$750K
|
+29,517
|
+59%
|
|
|
5
|
Kestra Advisory Services
Austin,
Texas
|
$1.14M
|
+$1.14M
|
+44,774
|
New
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$1.02M
|
+$338K
|
+13,306
|
+50%
|
|
|
7
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$931K
|
+$178K
|
+7,000
|
+24%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$807K
|
+$92.7K
|
+3,648
|
+13%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$716K
|
+$221K
|
+8,706
|
+45%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$469K
|
–
|
–
|
–
|
|
|
11
|
Farmers National Bank
Danville,
Kentucky
|
$439K
|
+$438K
|
+17,235
|
New
|
|
|
12
|
Barnett & Company
Chattanooga,
Tennessee
|
$408K
|
–
|
–
|
–
|
|
|
13
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$329K
|
-$50K
|
-1,969
|
-13%
|
|
|
14
|
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
$296K
|
+$295K
|
+11,609
|
New
|
|
|
15
|
Key Financial Inc
West Chester,
Pennsylvania
|
$266K
|
–
|
–
|
–
|
|
|
16
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$255K
|
–
|
–
|
–
|
|
|
17
|
InterOcean Capital Group
Nashville,
Tennessee
|
$229K
|
+$229K
|
+9,003
|
New
|
|
|
18
|
Advisornet Financial
Minnetonka,
Minnesota
|
$188K
|
+$187K
|
+7,373
|
New
|
|
|
19
|
Oder Investment Management
Woodland Hills,
California
|
$126K
|
+$127K
|
+5,007
|
New
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$97K
|
-$5.08K
|
-200
|
-5%
|
|
|
21
|
Asset Dedication LLC
San Francisco,
California
|
$86K
|
+$50.2K
|
+1,976
|
+146%
|
|
|
22
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$76K
|
–
|
–
|
–
|
|
|
23
|
Geneos Wealth Management
Englewood,
Colorado
|
$23K
|
+$23.6K
|
+930
|
New
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
$17K
|
+$6.35K
|
+250
|
+58%
|
|
|
25
|
Tradition Wealth Management
Edina,
Minnesota
|
$17K
|
+$16.7K
|
+656
|
New
|
|
