|
1
|
|
$2.93M
|
+$280K
|
+10,792
|
+11%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$2.6M
|
+$2.1M
|
+81,052
|
+416%
|
|
|
3
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$2.33M
|
+$1.05M
|
+40,668
|
+82%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$2.31M
|
+$118K
|
+4,563
|
+5%
|
|
|
5
|
Citadel Advisors
Miami,
Florida
|
$2.01M
|
+$73K
|
+2,815
|
+4%
|
|
|
6
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$819K
|
+$338K
|
+13,050
|
+70%
|
|
|
7
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$600K
|
-$96.5K
|
-3,722
|
-14%
|
|
|
8
|
FMA Advisory
Harrisburg,
Pennsylvania
|
$468K
|
+$466
|
+18
|
+0.1%
|
|
|
9
|
Key Financial Inc
West Chester,
Pennsylvania
|
$267K
|
–
|
–
|
–
|
|
|
10
|
Farmers National Bank
Danville,
Kentucky
|
$262K
|
+$37.9K
|
+1,461
|
+17%
|
|
|
11
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$259K
|
–
|
–
|
–
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$224K
|
+$225K
|
+8,695
|
New
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$223K
|
+$22.1K
|
+852
|
+11%
|
|
|
14
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$222K
|
+$221K
|
+8,530
|
New
|
|
|
15
|
|
$217K
|
-$1.33M
|
-51,171
|
-86%
|
|
|
16
|
InterOcean Capital Group
Nashville,
Tennessee
|
$214K
|
–
|
–
|
–
|
|
|
17
|
Asset Dedication LLC
San Francisco,
California
|
$211K
|
-$133K
|
-5,117
|
-39%
|
|
|
18
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$200K
|
+$201K
|
+7,764
|
New
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$192K
|
+$164K
|
+6,335
|
+571%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$188K
|
+$13.8K
|
+533
|
+8%
|
|
|
21
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$57K
|
+$56.8K
|
+2,190
|
New
|
|
|
22
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$55K
|
+$55.6K
|
+2,145
|
New
|
|
|
23
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$51K
|
–
|
–
|
–
|
|
|
24
|
Barnett & Company
Chattanooga,
Tennessee
|
$34K
|
–
|
–
|
–
|
|
|
25
|
Geneos Wealth Management
Englewood,
Colorado
|
$23K
|
–
|
–
|
–
|
|
