|
1
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$2.28M
|
-$71.4K
|
-2,750
|
-3%
|
|
|
2
|
Citadel Advisors
Miami,
Florida
|
$1.79M
|
+$1.79M
|
+68,914
|
New
|
|
|
3
|
|
$879K
|
-$2.87M
|
-110,540
|
-77%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$739K
|
+$9.63K
|
+371
|
+1%
|
|
|
5
|
TLWM Financial
San Antonio,
Texas
|
$658K
|
–
|
–
|
–
|
|
|
6
|
Royal Harbor Partners
Houston,
Texas
|
$611K
|
–
|
–
|
–
|
|
|
7
|
LPL Financial
San Diego,
California
|
$538K
|
+$260K
|
+10,007
|
+93%
|
|
|
8
|
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
$332K
|
+$331K
|
+12,763
|
New
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$311K
|
+$140K
|
+5,398
|
+82%
|
|
|
10
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$261K
|
–
|
–
|
–
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$250K
|
+$138K
|
+5,316
|
+124%
|
|
|
12
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$248K
|
+$247K
|
+9,525
|
New
|
|
|
13
|
|
$245K
|
+$129K
|
+4,963
|
+111%
|
|
|
14
|
Asset Dedication LLC
San Francisco,
California
|
$233K
|
+$110K
|
+4,232
|
+91%
|
|
|
15
|
Key Financial Inc
West Chester,
Pennsylvania
|
$165K
|
–
|
–
|
–
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$156K
|
-$104K
|
-4,000
|
-40%
|
|
|
17
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$143K
|
–
|
–
|
–
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$142K
|
+$33.7K
|
+1,300
|
+31%
|
|
|
19
|
Steward Partners Investment Advisory
New York
|
$28K
|
–
|
–
|
–
|
|
|
20
|
Geneos Wealth Management
Englewood,
Colorado
|
$23K
|
–
|
–
|
–
|
|
|
21
|
Advisornet Financial
Minnetonka,
Minnesota
|
$16K
|
–
|
–
|
–
|
|
|
22
|
Tradition Wealth Management
Edina,
Minnesota
|
$14K
|
+$52
|
+2
|
+0.4%
|
|
|
23
|
Farmers National Bank
Danville,
Kentucky
|
–
|
-$660K
|
-25,664
|
Closed
|
|
|
24
|
FMA Advisory
Harrisburg,
Pennsylvania
|
–
|
-$337K
|
-13,109
|
Closed
|
|
|
25
|
InterOcean Capital Group
Nashville,
Tennessee
|
–
|
-$217K
|
-8,428
|
Closed
|
|
