|
1
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$2.12M
|
-$76.9K
|
-2,976
|
-4%
|
|
|
2
|
Farmers National Bank
Danville,
Kentucky
|
$952K
|
+$419K
|
+16,225
|
+79%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$841K
|
+$163K
|
+6,313
|
+24%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$816K
|
+$74.4K
|
+2,880
|
+10%
|
|
|
5
|
Asset Dedication LLC
San Francisco,
California
|
$706K
|
+$425K
|
+16,469
|
+153%
|
|
|
6
|
Royal Harbor Partners
Houston,
Texas
|
$608K
|
–
|
–
|
–
|
|
|
7
|
|
$578K
|
-$1.72M
|
-66,516
|
-75%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$562K
|
+$225K
|
+8,705
|
+67%
|
|
|
9
|
|
$527K
|
+$247K
|
+9,559
|
+88%
|
|
|
10
|
TLWM Financial
San Antonio,
Texas
|
$522K
|
-$132K
|
-5,104
|
-20%
|
|
|
11
|
|
$422K
|
+$422K
|
+16,345
|
New
|
|
|
12
|
Citadel Advisors
Miami,
Florida
|
$387K
|
-$670K
|
-25,940
|
-63%
|
|
|
13
|
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
$386K
|
+$97.2K
|
+3,762
|
+34%
|
|
|
14
|
Old Mission Capital
Chicago,
Illinois
|
$371K
|
+$371K
|
+14,345
|
New
|
|
|
15
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$361K
|
+$25.8K
|
+1,000
|
+8%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$340K
|
+$340K
|
+13,169
|
New
|
|
|
17
|
NorthCrest Asset Manangement
Plymouth,
Minnesota
|
$266K
|
+$266K
|
+10,306
|
New
|
|
|
18
|
Freedom Investment Management
Hartford,
Connecticut
|
$262K
|
-$30.6K
|
-1,184
|
-10%
|
|
|
19
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$261K
|
–
|
–
|
–
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$241K
|
+$86.1K
|
+3,332
|
+56%
|
|
|
21
|
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
$231K
|
+$230K
|
+8,920
|
New
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$214K
|
+$24.6K
|
+951
|
+13%
|
|
|
23
|
Key Financial Inc
West Chester,
Pennsylvania
|
$164K
|
–
|
–
|
–
|
|
|
24
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$142K
|
–
|
–
|
–
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$101K
|
-$12.6K
|
-488
|
-11%
|
|
