|
1
|
Bank of America
Charlotte,
North Carolina
|
$6.49M
|
+$2.66M
|
+105,161
|
+69%
|
|
|
2
|
BCS Wealth Management
Johnson City,
Tennessee
|
$4.99M
|
-$698K
|
-27,546
|
-12%
|
|
|
3
|
|
$4.37M
|
+$68.4K
|
+2,700
|
+2%
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.11M
|
+$2.63M
|
+103,998
|
+547%
|
|
|
5
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$2.24M
|
-$37K
|
-1,460
|
-2%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$1.93M
|
+$753K
|
+29,725
|
+64%
|
|
|
7
|
Asset Dedication LLC
San Francisco,
California
|
$1.52M
|
+$463K
|
+18,288
|
+43%
|
|
|
8
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$883K
|
-$79.8K
|
-3,148
|
-8%
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$813K
|
-$1.42M
|
-56,219
|
-64%
|
|
|
10
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$774K
|
+$448K
|
+17,677
|
+137%
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$757K
|
+$759K
|
+29,964
|
New
|
|
|
12
|
Cetera Advisors
Denver,
Colorado
|
$706K
|
+$507K
|
+20,005
|
+252%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$572K
|
+$54.5K
|
+2,151
|
+10%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$526K
|
+$13.2K
|
+522
|
+3%
|
|
|
15
|
Private Advisor Group
Morristown,
New Jersey
|
$491K
|
–
|
–
|
–
|
|
|
16
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$485K
|
+$486K
|
+19,175
|
New
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$450K
|
+$295K
|
+11,649
|
+189%
|
|
|
18
|
Stephens Inc
Little Rock,
Arkansas
|
$442K
|
+$189K
|
+7,450
|
+74%
|
|
|
19
|
Key Financial Inc
West Chester,
Pennsylvania
|
$426K
|
–
|
–
|
–
|
|
|
20
|
Mirador Capital Partners
Pleasanton,
California
|
$313K
|
–
|
–
|
–
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$303K
|
–
|
–
|
–
|
|
|
22
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$253K
|
+$254K
|
+10,018
|
New
|
|
|
23
|
Farmers National Bank
Danville,
Kentucky
|
$251K
|
-$37.2K
|
-1,467
|
-13%
|
|
|
24
|
TLWM Financial
San Antonio,
Texas
|
$250K
|
–
|
–
|
–
|
|
|
25
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$243K
|
+$28.8K
|
+1,135
|
+13%
|
|
