|
1
|
|
$3.71M
|
+$1.87M
|
+72,405
|
+101%
|
|
|
2
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$2.33M
|
-$4.97M
|
-192,154
|
-68%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$721K
|
+$236K
|
+9,121
|
+48%
|
|
|
4
|
Farmers National Bank
Danville,
Kentucky
|
$660K
|
+$131K
|
+5,050
|
+24%
|
|
|
5
|
TLWM Financial
San Antonio,
Texas
|
$650K
|
–
|
–
|
–
|
|
|
6
|
Royal Harbor Partners
Houston,
Texas
|
$605K
|
–
|
–
|
–
|
|
|
7
|
FMA Advisory
Harrisburg,
Pennsylvania
|
$337K
|
+$543
|
+21
|
+0.2%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$275K
|
+$491
|
+19
|
+0.2%
|
|
|
9
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$258K
|
–
|
–
|
–
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$257K
|
–
|
–
|
–
|
|
|
11
|
InterOcean Capital Group
Nashville,
Tennessee
|
$217K
|
–
|
–
|
–
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$169K
|
+$22K
|
+850
|
+15%
|
|
|
13
|
Key Financial Inc
West Chester,
Pennsylvania
|
$163K
|
–
|
–
|
–
|
|
|
14
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$142K
|
–
|
–
|
–
|
|
|
15
|
Asset Dedication LLC
San Francisco,
California
|
$122K
|
+$8.2K
|
+317
|
+7%
|
|
|
16
|
|
$115K
|
+$56.7K
|
+2,191
|
+96%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$110K
|
+$25.9K
|
+1,000
|
+30%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$107K
|
+$77.4K
|
+2,994
|
+258%
|
|
|
19
|
Steward Partners Investment Advisory
New York
|
$27.7K
|
+$27.9K
|
+1,079
|
New
|
|
|
20
|
Geneos Wealth Management
Englewood,
Colorado
|
$23K
|
–
|
–
|
–
|
|
|
21
|
Advisornet Financial
Minnetonka,
Minnesota
|
$16K
|
–
|
–
|
–
|
|
|
22
|
Barnett & Company
Chattanooga,
Tennessee
|
$15K
|
–
|
–
|
–
|
|
|
23
|
Tradition Wealth Management
Edina,
Minnesota
|
$14K
|
-$2.92K
|
-113
|
-17%
|
|
|
24
|
Citadel Advisors
Miami,
Florida
|
–
|
-$535K
|
-20,653
|
Closed
|
|
|
25
|
Crescent Capital Consulting
New Orleans,
Louisiana
|
–
|
-$26K
|
-1,000
|
Closed
|
|
