|
1
|
|
$2.67M
|
+$729K
|
+28,172
|
+38%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$2.2M
|
+$452K
|
+17,479
|
+26%
|
|
|
3
|
Citadel Advisors
Miami,
Florida
|
$1.95M
|
+$1.94M
|
+75,110
|
New
|
|
|
4
|
|
$1.55M
|
-$99.1K
|
-3,831
|
-6%
|
|
|
5
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$1.29M
|
+$1.28M
|
+49,521
|
New
|
|
|
6
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$700K
|
+$111K
|
+4,270
|
+19%
|
|
|
7
|
Kestra Advisory Services
Austin,
Texas
|
$532K
|
+$530K
|
+20,492
|
New
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$507K
|
+$112K
|
+4,333
|
+29%
|
|
|
9
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$486K
|
+$484K
|
+18,700
|
New
|
|
|
10
|
FMA Advisory
Harrisburg,
Pennsylvania
|
$470K
|
-$25.3K
|
-978
|
-5%
|
|
|
11
|
Asset Dedication LLC
San Francisco,
California
|
$345K
|
+$138K
|
+5,340
|
+68%
|
|
|
12
|
Key Financial Inc
West Chester,
Pennsylvania
|
$268K
|
–
|
–
|
–
|
|
|
13
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$260K
|
–
|
–
|
–
|
|
|
14
|
Farmers National Bank
Danville,
Kentucky
|
$226K
|
+$225K
|
+8,704
|
New
|
|
|
15
|
InterOcean Capital Group
Nashville,
Tennessee
|
$216K
|
+$215K
|
+8,309
|
New
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$202K
|
+$36.6K
|
+1,413
|
+22%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$176K
|
-$5.18K
|
-200
|
-3%
|
|
|
18
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$51K
|
–
|
–
|
–
|
|
|
19
|
Oder Investment Management
Woodland Hills,
California
|
$46K
|
+$45.8K
|
+1,771
|
New
|
|
|
20
|
Barnett & Company
Chattanooga,
Tennessee
|
$33K
|
–
|
–
|
–
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$29K
|
+$11.9K
|
+460
|
+71%
|
|
|
22
|
Crescent Capital Consulting
New Orleans,
Louisiana
|
$26K
|
+$25.9K
|
+1,000
|
New
|
|
|
23
|
Geneos Wealth Management
Englewood,
Colorado
|
$23K
|
+$23.7K
|
+915
|
New
|
|
|
24
|
Tradition Wealth Management
Edina,
Minnesota
|
$17K
|
+$16.8K
|
+648
|
New
|
|
|
25
|
Advisornet Financial
Minnetonka,
Minnesota
|
$15K
|
–
|
–
|
–
|
|
