|
1
|
|
$4.94M
|
+$2.73M
|
+106,098
|
+121%
|
|
|
2
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$2.32M
|
-$4.99M
|
-194,331
|
-68%
|
|
|
3
|
Citadel Advisors
Miami,
Florida
|
$1M
|
-$206K
|
-8,035
|
-17%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$629K
|
+$111K
|
+4,316
|
+21%
|
|
|
5
|
Royal Harbor Partners
Houston,
Texas
|
$600K
|
–
|
–
|
–
|
|
|
6
|
LPL Financial
San Diego,
California
|
$516K
|
+$149K
|
+5,819
|
+40%
|
|
|
7
|
TLWM Financial
San Antonio,
Texas
|
$420K
|
+$5.39K
|
+210
|
+1%
|
|
|
8
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$255K
|
–
|
–
|
–
|
|
|
9
|
InterOcean Capital Group
Nashville,
Tennessee
|
$216K
|
–
|
–
|
–
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$186K
|
+$42.4K
|
+1,650
|
+29%
|
|
|
11
|
Key Financial Inc
West Chester,
Pennsylvania
|
$162K
|
–
|
–
|
–
|
|
|
12
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$138K
|
–
|
–
|
–
|
|
|
13
|
Asset Dedication LLC
San Francisco,
California
|
$125K
|
+$36.2K
|
+1,411
|
+40%
|
|
|
14
|
|
$118K
|
+$29.5K
|
+1,150
|
+33%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$53K
|
+$23.8K
|
+925
|
+80%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$49K
|
+$25.7K
|
+1,000
|
+107%
|
|
|
17
|
Barnett & Company
Chattanooga,
Tennessee
|
$18K
|
–
|
–
|
–
|
|
|
18
|
Tradition Wealth Management
Edina,
Minnesota
|
–
|
-$17K
|
-658
|
Closed
|
|
