|
1
|
Bank of America
Charlotte,
North Carolina
|
$3.36M
|
+$485K
|
+18,888
|
+17%
|
|
|
2
|
|
$2.58M
|
+$2.17M
|
+84,683
|
+538%
|
|
|
3
|
|
$2.04M
|
-$132K
|
-5,134
|
-6%
|
|
|
4
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$1.35M
|
–
|
–
|
–
|
|
|
5
|
LPL Financial
San Diego,
California
|
$1.15M
|
-$170K
|
-6,637
|
-13%
|
|
|
6
|
Stephens Inc
Little Rock,
Arkansas
|
$891K
|
+$77K
|
+3,000
|
+9%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$793K
|
+$60.1K
|
+2,339
|
+8%
|
|
|
8
|
BCS Wealth Management
Johnson City,
Tennessee
|
$786K
|
+$77
|
+3
|
+0%
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$722K
|
-$1.37M
|
-53,278
|
-65%
|
|
|
10
|
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
$580K
|
-$76.9K
|
-2,995
|
-12%
|
|
|
11
|
Key Financial Inc
West Chester,
Pennsylvania
|
$469K
|
–
|
–
|
–
|
|
|
12
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$438K
|
+$225K
|
+8,750
|
+105%
|
|
|
13
|
Mirador Capital Partners
Pleasanton,
California
|
$430K
|
–
|
–
|
–
|
|
|
14
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$335K
|
–
|
–
|
–
|
|
|
15
|
Kestra Advisory Services
Austin,
Texas
|
$277K
|
+$277K
|
+10,800
|
New
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$275K
|
-$138K
|
-5,383
|
-33%
|
|
|
17
|
TLWM Financial
San Antonio,
Texas
|
$262K
|
–
|
–
|
–
|
|
|
18
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$257K
|
–
|
–
|
–
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$254K
|
+$55.6K
|
+2,166
|
+28%
|
|
|
20
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$249K
|
+$22.7K
|
+886
|
+10%
|
|
|
21
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$208K
|
–
|
–
|
–
|
|
|
22
|
Creative Planning
Overland Park,
Kansas
|
$204K
|
–
|
–
|
–
|
|
|
23
|
Advisornet Financial
Minnetonka,
Minnesota
|
$203K
|
–
|
–
|
–
|
|
|
24
|
Asset Dedication LLC
San Francisco,
California
|
$203K
|
+$10.6K
|
+413
|
+5%
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$184K
|
-$10.4K
|
-404
|
-5%
|
|
