|
1
|
BCS Wealth Management
Johnson City,
Tennessee
|
$5.41M
|
+$416K
|
+16,333
|
+8%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$3.04M
|
+$126K
|
+4,943
|
+4%
|
|
|
3
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$2.48M
|
-$67.6K
|
-2,655
|
-3%
|
|
|
4
|
|
$2.43M
|
-$94.3K
|
-3,706
|
-4%
|
|
|
5
|
|
$1.29M
|
-$388K
|
-15,260
|
-23%
|
|
|
6
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$1.27M
|
+$137K
|
+5,400
|
+12%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$1.1M
|
-$58.8K
|
-2,312
|
-5%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$915K
|
+$87.2K
|
+3,427
|
+11%
|
|
|
9
|
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
$658K
|
+$299K
|
+11,740
|
+83%
|
|
|
10
|
Stephens Inc
Little Rock,
Arkansas
|
$631K
|
+$632K
|
+24,825
|
New
|
|
|
11
|
Key Financial Inc
West Chester,
Pennsylvania
|
$429K
|
+$122K
|
+4,805
|
+40%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$403K
|
-$9.82K
|
-386
|
-2%
|
|
|
13
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$329K
|
–
|
–
|
–
|
|
|
14
|
Mirador Capital Partners
Pleasanton,
California
|
$315K
|
-$2.95M
|
-116,031
|
-90%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$313K
|
+$25
|
+1
|
+0%
|
|
|
16
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$254K
|
–
|
–
|
–
|
|
|
17
|
Advisornet Financial
Minnetonka,
Minnesota
|
$187K
|
–
|
–
|
–
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$177K
|
–
|
–
|
–
|
|
|
19
|
Asset Dedication LLC
San Francisco,
California
|
$167K
|
+$130K
|
+5,098
|
+352%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$157K
|
+$29.4K
|
+1,155
|
+23%
|
|
|
21
|
Barnett & Company
Chattanooga,
Tennessee
|
$152K
|
-$256K
|
-10,050
|
-63%
|
|
|
22
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$76K
|
–
|
–
|
–
|
|
|
23
|
Global Retirement Partners
San Rafael,
California
|
$45K
|
+$44.9K
|
+1,764
|
New
|
|
|
24
|
Steward Partners Investment Advisory
New York
|
$30K
|
+$30K
|
+1,178
|
New
|
|
|
25
|
Geneos Wealth Management
Englewood,
Colorado
|
$23K
|
–
|
–
|
–
|
|
