|
1
|
|
$2.3M
|
+$1.43M
|
+55,050
|
+163%
|
|
|
2
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$2.19M
|
-$78.3K
|
-3,003
|
-3%
|
|
|
3
|
Citadel Advisors
Miami,
Florida
|
$1.06M
|
-$730K
|
-28,013
|
-41%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$742K
|
+$6.75K
|
+259
|
+0.9%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$678K
|
+$143K
|
+5,505
|
+27%
|
|
|
6
|
TLWM Financial
San Antonio,
Texas
|
$654K
|
–
|
–
|
–
|
|
|
7
|
Royal Harbor Partners
Houston,
Texas
|
$609K
|
–
|
–
|
–
|
|
|
8
|
Farmers National Bank
Danville,
Kentucky
|
$533K
|
+$537K
|
+20,614
|
New
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$337K
|
+$26.9K
|
+1,032
|
+9%
|
|
|
10
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$336K
|
+$89.9K
|
+3,450
|
+36%
|
|
|
11
|
Freedom Investment Management
Hartford,
Connecticut
|
$293K
|
+$295K
|
+11,314
|
New
|
|
|
12
|
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
$289K
|
-$41.7K
|
-1,601
|
-13%
|
|
|
13
|
Asset Dedication LLC
San Francisco,
California
|
$282K
|
+$48.6K
|
+1,865
|
+21%
|
|
|
14
|
|
$280K
|
+$36.2K
|
+1,389
|
+15%
|
|
|
15
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$260K
|
–
|
–
|
–
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$189K
|
-$59.7K
|
-2,292
|
-24%
|
|
|
17
|
Key Financial Inc
West Chester,
Pennsylvania
|
$164K
|
–
|
–
|
–
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$155K
|
–
|
–
|
–
|
|
|
19
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$142K
|
–
|
–
|
–
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$113K
|
-$28.1K
|
-1,080
|
-20%
|
|
|
21
|
Geneos Wealth Management
Englewood,
Colorado
|
$23K
|
–
|
–
|
–
|
|
|
22
|
Advisornet Financial
Minnetonka,
Minnesota
|
$16K
|
–
|
–
|
–
|
|
|
23
|
Tradition Wealth Management
Edina,
Minnesota
|
$14K
|
+$26
|
+1
|
+0.2%
|
|
|
24
|
Harbour Investments
Madison,
Wisconsin
|
$1K
|
+$756
|
+29
|
New
|
|
|
25
|
Steward Partners Investment Advisory
New York
|
–
|
-$28K
|
-1,079
|
Closed
|
|
