|
1
|
Bank of America
Charlotte,
North Carolina
|
$3.43M
|
+$230K
|
+8,861
|
+7%
|
|
|
2
|
|
$3.2M
|
+$213K
|
+8,220
|
+7%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$2.72M
|
-$50.3K
|
-1,939
|
-2%
|
|
|
4
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$2.13M
|
-$76.5K
|
-2,950
|
-3%
|
|
|
5
|
|
$1.56M
|
-$173K
|
-6,660
|
-10%
|
|
|
6
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$1.04M
|
-$71.3K
|
-2,750
|
-6%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$790K
|
+$293K
|
+11,295
|
+59%
|
|
|
8
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$744K
|
+$43.7K
|
+1,686
|
+6%
|
|
|
9
|
Asset Dedication LLC
San Francisco,
California
|
$682K
|
+$267K
|
+10,300
|
+65%
|
|
|
10
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$601K
|
+$52
|
+2
|
+0%
|
|
|
11
|
Stephens Inc
Little Rock,
Arkansas
|
$543K
|
+$252K
|
+9,700
|
+86%
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$478K
|
+$476K
|
+18,372
|
New
|
|
|
13
|
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
$391K
|
+$102K
|
+3,942
|
+35%
|
|
|
14
|
Farmers National Bank
Danville,
Kentucky
|
$296K
|
+$70.3K
|
+2,709
|
+31%
|
|
|
15
|
Creative Planning
Overland Park,
Kansas
|
$290K
|
–
|
–
|
–
|
|
|
16
|
Key Financial Inc
West Chester,
Pennsylvania
|
$268K
|
–
|
–
|
–
|
|
|
17
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$261K
|
–
|
–
|
–
|
|
|
18
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$254K
|
–
|
–
|
–
|
|
|
19
|
NorthCrest Asset Manangement
Plymouth,
Minnesota
|
$234K
|
+$234K
|
+9,037
|
New
|
|
|
20
|
3D/L Capital Management
Hartford,
Connecticut
|
$209K
|
–
|
–
|
–
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$205K
|
-$12.7K
|
-488
|
-6%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$201K
|
+$52.7K
|
+2,034
|
+36%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$126K
|
+$86.8K
|
+3,348
|
+223%
|
|
|
24
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$92K
|
–
|
–
|
–
|
|
|
25
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$51K
|
–
|
–
|
–
|
|
