|
1
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$7.32M
|
+$2.45M
|
+95,623
|
+51%
|
|
|
2
|
|
$1.86M
|
+$1.84M
|
+71,968
|
New
|
|
|
3
|
TLWM Financial
San Antonio,
Texas
|
$655K
|
+$648K
|
+25,297
|
New
|
|
|
4
|
Royal Harbor Partners
Houston,
Texas
|
$609K
|
–
|
–
|
–
|
|
|
5
|
Citadel Advisors
Miami,
Florida
|
$535K
|
+$529K
|
+20,653
|
New
|
|
|
6
|
Farmers National Bank
Danville,
Kentucky
|
$533K
|
+$528K
|
+20,614
|
New
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$490K
|
+$70.7K
|
+2,758
|
+17%
|
|
|
8
|
FMA Advisory
Harrisburg,
Pennsylvania
|
$339K
|
-$25.2K
|
-983
|
-7%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$277K
|
+$71.4K
|
+2,785
|
+35%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$259K
|
–
|
–
|
–
|
|
|
11
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$259K
|
–
|
–
|
–
|
|
|
12
|
InterOcean Capital Group
Nashville,
Tennessee
|
$218K
|
+$216K
|
+8,428
|
New
|
|
|
13
|
Key Financial Inc
West Chester,
Pennsylvania
|
$164K
|
+$162K
|
+6,333
|
New
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$148K
|
-$769
|
-30
|
-0.5%
|
|
|
15
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$143K
|
+$141K
|
+5,507
|
New
|
|
|
16
|
Asset Dedication LLC
San Francisco,
California
|
$115K
|
+$20.1K
|
+784
|
+22%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$85K
|
+$44.8K
|
+1,750
|
+114%
|
|
|
18
|
|
$59K
|
+$53.1K
|
+2,072
|
+1,036%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$30K
|
+$11.8K
|
+460
|
+66%
|
|
|
20
|
Crescent Capital Consulting
New Orleans,
Louisiana
|
$26K
|
+$25.6K
|
+1,000
|
New
|
|
|
21
|
Geneos Wealth Management
Englewood,
Colorado
|
$23K
|
+$23.6K
|
+920
|
New
|
|
|
22
|
Tradition Wealth Management
Edina,
Minnesota
|
$17K
|
+$16.7K
|
+653
|
New
|
|
|
23
|
Advisornet Financial
Minnetonka,
Minnesota
|
$16K
|
–
|
–
|
–
|
|
|
24
|
Barnett & Company
Chattanooga,
Tennessee
|
$15K
|
–
|
–
|
–
|
|
|
25
|
Oder Investment Management
Woodland Hills,
California
|
$15K
|
+$15.1K
|
+588
|
New
|
|
