|
1
|
Bank of America
Charlotte,
North Carolina
|
$3.83M
|
+$481K
|
+18,783
|
+14%
|
|
|
2
|
|
$2.06M
|
+$24.9K
|
+973
|
+1%
|
|
|
3
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$1.32M
|
-$29.1K
|
-1,137
|
-2%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$1.04M
|
-$110K
|
-4,294
|
-10%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$934K
|
+$143K
|
+5,600
|
+18%
|
|
|
6
|
BCS Wealth Management
Johnson City,
Tennessee
|
$884K
|
+$99.8K
|
+3,898
|
+13%
|
|
|
7
|
Asset Dedication LLC
San Francisco,
California
|
$849K
|
+$648K
|
+25,293
|
+319%
|
|
|
8
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$819K
|
+$820K
|
+31,996
|
New
|
|
|
9
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$487K
|
+$50K
|
+1,950
|
+11%
|
|
|
10
|
|
$474K
|
-$2.1M
|
-81,906
|
-82%
|
|
|
11
|
Key Financial Inc
West Chester,
Pennsylvania
|
$468K
|
–
|
–
|
–
|
|
|
12
|
Stephens Inc
Little Rock,
Arkansas
|
$425K
|
-$465K
|
-18,150
|
-52%
|
|
|
13
|
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
$390K
|
-$189K
|
-7,386
|
-33%
|
|
|
14
|
Mirador Capital Partners
Pleasanton,
California
|
$373K
|
-$56.2K
|
-2,193
|
-13%
|
|
|
15
|
Private Advisor Group
Morristown,
New Jersey
|
$364K
|
+$365K
|
+14,234
|
New
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$341K
|
+$87.2K
|
+3,406
|
+34%
|
|
|
17
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$335K
|
–
|
–
|
–
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$275K
|
–
|
–
|
–
|
|
|
19
|
TLWM Financial
San Antonio,
Texas
|
$261K
|
–
|
–
|
–
|
|
|
20
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$260K
|
+$11.8K
|
+459
|
+5%
|
|
|
21
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$257K
|
–
|
–
|
–
|
|
|
22
|
NorthCrest Asset Manangement
Plymouth,
Minnesota
|
$229K
|
+$229K
|
+8,948
|
New
|
|
|
23
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$208K
|
–
|
–
|
–
|
|
|
24
|
American Institute for Advanced Investment Management
Scottsdale,
Arizona
|
$205K
|
+$205K
|
+8,000
|
New
|
|
|
25
|
Advisornet Financial
Minnetonka,
Minnesota
|
$203K
|
–
|
–
|
–
|
|
