|
1
|
BCS Wealth Management
Johnson City,
Tennessee
|
$5.52M
|
+$108K
|
+4,250
|
+2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$3.37M
|
+$325K
|
+12,762
|
+11%
|
|
|
3
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$2.4M
|
-$84.3K
|
-3,314
|
-3%
|
|
|
4
|
|
$2.36M
|
-$70.2K
|
-2,758
|
-3%
|
|
|
5
|
Citadel Advisors
Miami,
Florida
|
$1.23M
|
+$1.23M
|
+48,540
|
New
|
|
|
6
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$1.21M
|
-$65.6K
|
-2,580
|
-5%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$1.1M
|
-$2.72K
|
-107
|
-0.2%
|
|
|
8
|
Kestra Advisory Services
Austin,
Texas
|
$757K
|
+$759K
|
+29,827
|
New
|
|
|
9
|
Stephens Inc
Little Rock,
Arkansas
|
$707K
|
+$76.3K
|
+3,000
|
+12%
|
|
|
10
|
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
$578K
|
-$79.2K
|
-3,115
|
-12%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$563K
|
-$352K
|
-13,839
|
-38%
|
|
|
12
|
Farmers National Bank
Danville,
Kentucky
|
$439K
|
+$438K
|
+17,235
|
New
|
|
|
13
|
Key Financial Inc
West Chester,
Pennsylvania
|
$428K
|
–
|
–
|
–
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$425K
|
+$22.9K
|
+899
|
+6%
|
|
|
15
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$329K
|
–
|
–
|
–
|
|
|
16
|
Mirador Capital Partners
Pleasanton,
California
|
$314K
|
–
|
–
|
–
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$304K
|
-$8.88K
|
-349
|
-3%
|
|
|
18
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$254K
|
–
|
–
|
–
|
|
|
19
|
|
$243K
|
-$1.04M
|
-41,061
|
-81%
|
|
|
20
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$216K
|
+$216K
|
+8,497
|
New
|
|
|
21
|
Asset Dedication LLC
San Francisco,
California
|
$196K
|
+$29.8K
|
+1,172
|
+18%
|
|
|
22
|
Advisornet Financial
Minnetonka,
Minnesota
|
$187K
|
–
|
–
|
–
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$183K
|
+$26.6K
|
+1,044
|
+17%
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
$164K
|
-$13.6K
|
-535
|
-8%
|
|
|
25
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$76K
|
–
|
–
|
–
|
|
