|
1
|
|
$2.62M
|
-$2.39M
|
-92,663
|
-48%
|
|
|
2
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$2.29M
|
-$70K
|
-2,713
|
-3%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$664K
|
+$139K
|
+5,382
|
+27%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$650K
|
+$8.93K
|
+346
|
+1%
|
|
|
5
|
Citadel Advisors
Miami,
Florida
|
$636K
|
-$382K
|
-14,813
|
-38%
|
|
|
6
|
Royal Harbor Partners
Houston,
Texas
|
$611K
|
–
|
–
|
–
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$557K
|
+$555K
|
+21,495
|
New
|
|
|
8
|
TLWM Financial
San Antonio,
Texas
|
$468K
|
+$39.7K
|
+1,536
|
+9%
|
|
|
9
|
Creative Planning
Overland Park,
Kansas
|
$409K
|
+$407K
|
+15,765
|
New
|
|
|
10
|
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
$332K
|
+$331K
|
+12,817
|
New
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$307K
|
+$117K
|
+4,549
|
+62%
|
|
|
12
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$260K
|
–
|
–
|
–
|
|
|
13
|
|
$251K
|
+$131K
|
+5,067
|
+109%
|
|
|
14
|
Asset Dedication LLC
San Francisco,
California
|
$217K
|
+$90.1K
|
+3,491
|
+71%
|
|
|
15
|
Key Financial Inc
West Chester,
Pennsylvania
|
$166K
|
–
|
–
|
–
|
|
|
16
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$141K
|
–
|
–
|
–
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$88K
|
+$33.7K
|
+1,305
|
+63%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$37K
|
-$12.6K
|
-487
|
-25%
|
|
|
19
|
Tower Research Capital (TRC)
New York
|
$1K
|
+$1.21K
|
+47
|
New
|
|
|
20
|
InterOcean Capital Group
Nashville,
Tennessee
|
–
|
-$216K
|
-8,475
|
Closed
|
|
|
21
|
Barnett & Company
Chattanooga,
Tennessee
|
–
|
-$18K
|
-726
|
Closed
|
|
