|
1
|
Bank of America
Charlotte,
North Carolina
|
$2.88M
|
+$230K
|
+8,981
|
+9%
|
|
|
2
|
|
$2.17M
|
-$116K
|
-4,523
|
-5%
|
|
|
3
|
Citadel Advisors
Miami,
Florida
|
$2.09M
|
+$447K
|
+17,418
|
+27%
|
|
|
4
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$1.35M
|
+$128K
|
+5,000
|
+10%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$1.32M
|
+$64K
|
+2,493
|
+5%
|
|
|
6
|
Stephens Inc
Little Rock,
Arkansas
|
$815K
|
+$815K
|
+31,750
|
New
|
|
|
7
|
BCS Wealth Management
Johnson City,
Tennessee
|
$786K
|
+$312K
|
+12,148
|
+66%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$733K
|
-$18.5K
|
-720
|
-2%
|
|
|
9
|
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
$657K
|
+$303K
|
+11,795
|
+85%
|
|
|
10
|
Key Financial Inc
West Chester,
Pennsylvania
|
$470K
|
+$122K
|
+4,765
|
+35%
|
|
|
11
|
Mirador Capital Partners
Pleasanton,
California
|
$430K
|
-$2.87M
|
-112,017
|
-87%
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$413K
|
+$26
|
+1
|
+0%
|
|
|
13
|
|
$404K
|
+$404K
|
+15,741
|
New
|
|
|
14
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$336K
|
–
|
–
|
–
|
|
|
15
|
TLWM Financial
San Antonio,
Texas
|
$262K
|
+$60.2K
|
+2,346
|
+30%
|
|
|
16
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$257K
|
–
|
–
|
–
|
|
|
17
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$226K
|
+$13.2K
|
+514
|
+6%
|
|
|
18
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$213K
|
+$214K
|
+8,320
|
New
|
|
|
19
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$208K
|
-$52K
|
-2,025
|
-20%
|
|
|
20
|
Creative Planning
Overland Park,
Kansas
|
$204K
|
+$204K
|
+7,945
|
New
|
|
|
21
|
Advisornet Financial
Minnetonka,
Minnesota
|
$203K
|
–
|
–
|
–
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$198K
|
+$63K
|
+2,454
|
+47%
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$194K
|
+$12.8K
|
+500
|
+7%
|
|
|
24
|
Asset Dedication LLC
San Francisco,
California
|
$193K
|
+$135K
|
+5,277
|
+235%
|
|
|
25
|
Barnett & Company
Chattanooga,
Tennessee
|
$154K
|
–
|
–
|
–
|
|
