|
1
|
Mirador Capital Partners
Pleasanton,
California
|
$3.28M
|
-$188K
|
-7,360
|
-5%
|
|
|
2
|
|
$1.63M
|
+$693K
|
+27,123
|
+75%
|
|
|
3
|
Citadel Advisors
Miami,
Florida
|
$1.33M
|
-$174K
|
-6,819
|
-12%
|
|
|
4
|
|
$1.25M
|
+$195K
|
+7,632
|
+18%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$1.24M
|
+$297K
|
+11,621
|
+32%
|
|
|
6
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$904K
|
+$207K
|
+8,100
|
+30%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$589K
|
+$151K
|
+5,916
|
+35%
|
|
|
8
|
BCS Wealth Management
Johnson City,
Tennessee
|
$351K
|
+$350K
|
+13,685
|
New
|
|
|
9
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$335K
|
+$69.7K
|
+2,726
|
+26%
|
|
|
10
|
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
$296K
|
+$296K
|
+11,560
|
New
|
|
|
11
|
Key Financial Inc
West Chester,
Pennsylvania
|
$266K
|
–
|
–
|
–
|
|
|
12
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$259K
|
-$69.8K
|
-2,730
|
-21%
|
|
|
13
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$256K
|
–
|
–
|
–
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$253K
|
+$252K
|
+9,860
|
New
|
|
|
15
|
InterOcean Capital Group
Nashville,
Tennessee
|
$214K
|
+$213K
|
+8,348
|
New
|
|
|
16
|
Advisornet Financial
Minnetonka,
Minnesota
|
$203K
|
+$187K
|
+7,332
|
+1,241%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$135K
|
+$14.2K
|
+556
|
+12%
|
|
|
18
|
Oder Investment Management
Woodland Hills,
California
|
$128K
|
+$128K
|
+5,016
|
New
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$127K
|
–
|
–
|
–
|
|
|
20
|
Asset Dedication LLC
San Francisco,
California
|
$112K
|
+$55.6K
|
+2,173
|
+98%
|
|
|
21
|
Barnett & Company
Chattanooga,
Tennessee
|
$76K
|
-$153K
|
-6,000
|
-67%
|
|
|
22
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$76K
|
–
|
–
|
–
|
|
|
23
|
Crescent Capital Consulting
New Orleans,
Louisiana
|
$26K
|
+$25.6K
|
+1,000
|
New
|
|
|
24
|
Geneos Wealth Management
Englewood,
Colorado
|
$23K
|
+$23.5K
|
+920
|
New
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$21K
|
+$11.8K
|
+460
|
+131%
|
|
