|
1
|
Bank of America
Charlotte,
North Carolina
|
$3.52M
|
+$422K
|
+16,408
|
+14%
|
|
|
2
|
|
$3.34M
|
+$72K
|
+2,798
|
+2%
|
|
|
3
|
|
$2.12M
|
+$2.12M
|
+82,496
|
New
|
|
|
4
|
LPL Financial
San Diego,
California
|
$1.78M
|
-$31.1K
|
-1,207
|
-2%
|
|
|
5
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$1.41M
|
-$25.8K
|
-1,002
|
-2%
|
|
|
6
|
Asset Dedication LLC
San Francisco,
California
|
$928K
|
+$655K
|
+25,422
|
+240%
|
|
|
7
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$819K
|
+$820K
|
+31,835
|
New
|
|
|
8
|
Farmers National Bank
Danville,
Kentucky
|
$645K
|
+$320K
|
+12,440
|
+98%
|
|
|
9
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$543K
|
-$1.06K
|
-41
|
-0.2%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$534K
|
+$212K
|
+8,243
|
+66%
|
|
|
11
|
Stephens Inc
Little Rock,
Arkansas
|
$477K
|
-$510K
|
-19,800
|
-52%
|
|
|
12
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$410K
|
+$411K
|
+15,950
|
New
|
|
|
13
|
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
$391K
|
-$187K
|
-7,279
|
-32%
|
|
|
14
|
|
$383K
|
+$383K
|
+14,883
|
New
|
|
|
15
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$328K
|
–
|
–
|
–
|
|
|
16
|
NorthCrest Asset Manangement
Plymouth,
Minnesota
|
$309K
|
+$309K
|
+12,000
|
New
|
|
|
17
|
Old Mission Capital
Chicago,
Illinois
|
$273K
|
+$273K
|
+10,593
|
New
|
|
|
18
|
Key Financial Inc
West Chester,
Pennsylvania
|
$268K
|
–
|
–
|
–
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$262K
|
–
|
–
|
–
|
|
|
20
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$258K
|
–
|
–
|
–
|
|
|
21
|
Creative Planning
Overland Park,
Kansas
|
$253K
|
-$3.73K
|
-145
|
-1%
|
|
|
22
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$237K
|
+$237K
|
+9,209
|
New
|
|
|
23
|
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
$226K
|
+$226K
|
+8,776
|
New
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
$216K
|
+$215K
|
+8,355
|
New
|
|
|
25
|
Leavell Investment Management
Mobile,
Alabama
|
$210K
|
+$211K
|
+8,175
|
New
|
|
