|
1
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$2.19M
|
-$81.9K
|
-3,152
|
-4%
|
|
|
2
|
|
$1.69M
|
-$921K
|
-35,450
|
-35%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$802K
|
+$251K
|
+9,671
|
+45%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$702K
|
+$42.9K
|
+1,650
|
+6%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$641K
|
-$3.82K
|
-147
|
-0.6%
|
|
|
6
|
Royal Harbor Partners
Houston,
Texas
|
$607K
|
–
|
–
|
–
|
|
|
7
|
TLWM Financial
San Antonio,
Texas
|
$465K
|
–
|
–
|
–
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$430K
|
-$204K
|
-7,836
|
-32%
|
|
|
9
|
Creative Planning
Overland Park,
Kansas
|
$406K
|
–
|
–
|
–
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$332K
|
+$26.8K
|
+1,033
|
+9%
|
|
|
11
|
Freedom Investment Management
Hartford,
Connecticut
|
$293K
|
+$296K
|
+11,375
|
New
|
|
|
12
|
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
$288K
|
-$42.3K
|
-1,628
|
-13%
|
|
|
13
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$258K
|
–
|
–
|
–
|
|
|
14
|
Asset Dedication LLC
San Francisco,
California
|
$242K
|
+$27.8K
|
+1,070
|
+13%
|
|
|
15
|
|
$236K
|
-$13.6K
|
-522
|
-5%
|
|
|
16
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$219K
|
+$221K
|
+8,500
|
New
|
|
|
17
|
Key Financial Inc
West Chester,
Pennsylvania
|
$164K
|
–
|
–
|
–
|
|
|
18
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$140K
|
–
|
–
|
–
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$61K
|
-$26.9K
|
-1,035
|
-31%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$37K
|
-$338
|
-13
|
-0.9%
|
|
|
21
|
Harbour Investments
Madison,
Wisconsin
|
$1K
|
+$753
|
+29
|
New
|
|
|
22
|
Tower Research Capital (TRC)
New York
|
–
|
-$1K
|
-47
|
Closed
|
|
