|
1
|
Bank of America
Charlotte,
North Carolina
|
$3.21M
|
+$367K
|
+14,086
|
+13%
|
|
|
2
|
|
$2.99M
|
+$39.5K
|
+1,514
|
+1%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$2.78M
|
+$159K
|
+6,100
|
+6%
|
|
|
4
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$2.21M
|
-$72.2K
|
-2,770
|
-3%
|
|
|
5
|
|
$1.74M
|
+$1.75M
|
+66,932
|
New
|
|
|
6
|
Citadel Advisors
Miami,
Florida
|
$1.3M
|
+$995K
|
+38,166
|
+323%
|
|
|
7
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$1.11M
|
+$30K
|
+1,150
|
+3%
|
|
|
8
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$701K
|
+$57.5K
|
+2,205
|
+9%
|
|
|
9
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$601K
|
+$201K
|
+7,692
|
+50%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$496K
|
+$67.1K
|
+2,573
|
+16%
|
|
|
11
|
Asset Dedication LLC
San Francisco,
California
|
$413K
|
+$54.5K
|
+2,089
|
+15%
|
|
|
12
|
Kestra Advisory Services
Austin,
Texas
|
$340K
|
+$342K
|
+13,109
|
New
|
|
|
13
|
Stephens Inc
Little Rock,
Arkansas
|
$291K
|
–
|
–
|
–
|
|
|
14
|
Creative Planning
Overland Park,
Kansas
|
$290K
|
-$201K
|
-7,700
|
-41%
|
|
|
15
|
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
$289K
|
-$39.6K
|
-1,520
|
-12%
|
|
|
16
|
Key Financial Inc
West Chester,
Pennsylvania
|
$268K
|
–
|
–
|
–
|
|
|
17
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$260K
|
–
|
–
|
–
|
|
|
18
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$254K
|
-$9.13K
|
-350
|
-3%
|
|
|
19
|
Farmers National Bank
Danville,
Kentucky
|
$226K
|
+$227K
|
+8,704
|
New
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$218K
|
+$3.78K
|
+145
|
+2%
|
|
|
21
|
3D/L Capital Management
Hartford,
Connecticut
|
$209K
|
+$210K
|
+8,051
|
New
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$148K
|
–
|
–
|
–
|
|
|
23
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$92K
|
+$35.1K
|
+1,345
|
+61%
|
|
|
24
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$51K
|
–
|
–
|
–
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$39K
|
–
|
–
|
–
|
|
