|
1
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$4.77M
|
+$4.78M
|
+187,127
|
New
|
|
|
2
|
Royal Harbor Partners
Houston,
Texas
|
$600K
|
–
|
–
|
–
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$412K
|
+$298K
|
+11,649
|
+258%
|
|
|
4
|
FMA Advisory
Harrisburg,
Pennsylvania
|
$359K
|
+$26.1K
|
+1,021
|
+8%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$255K
|
–
|
–
|
–
|
|
|
6
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$255K
|
–
|
–
|
–
|
|
|
7
|
LPL Financial
San Diego,
California
|
$202K
|
+$202K
|
+7,905
|
New
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$147K
|
+$99K
|
+3,875
|
+207%
|
|
|
9
|
Asset Dedication LLC
San Francisco,
California
|
$91K
|
+$91.2K
|
+3,572
|
New
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$39K
|
+$34.1K
|
+1,334
|
+667%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$18K
|
+$17.9K
|
+700
|
New
|
|
|
12
|
Advisornet Financial
Minnetonka,
Minnesota
|
$15K
|
–
|
–
|
–
|
|
|
13
|
Barnett & Company
Chattanooga,
Tennessee
|
$15K
|
–
|
–
|
–
|
|
|
14
|
|
$5K
|
+$5.11K
|
+200
|
New
|
|
|
15
|
|
–
|
-$1.32M
|
-52,343
|
Closed
|
|
|
16
|
|
–
|
-$1.01M
|
-40,000
|
Closed
|
|
|
17
|
|
–
|
-$1.01M
|
-40,000
|
Closed
|
|
|
18
|
Flow Traders U.S.
New York
|
–
|
-$415K
|
-16,472
|
Closed
|
|
