|
1
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$2.11M
|
-$82.2K
|
-3,191
|
-4%
|
|
|
2
|
|
$1.03M
|
-$658K
|
-25,559
|
-39%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$872K
|
+$167K
|
+6,500
|
+24%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$803K
|
+$160K
|
+6,213
|
+25%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$711K
|
-$93.1K
|
-3,615
|
-12%
|
|
|
6
|
Royal Harbor Partners
Houston,
Texas
|
$608K
|
–
|
–
|
–
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$559K
|
+$226K
|
+8,761
|
+68%
|
|
|
8
|
TLWM Financial
San Antonio,
Texas
|
$466K
|
–
|
–
|
–
|
|
|
9
|
Creative Planning
Overland Park,
Kansas
|
$407K
|
–
|
–
|
–
|
|
|
10
|
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
$391K
|
+$102K
|
+3,947
|
+35%
|
|
|
11
|
Asset Dedication LLC
San Francisco,
California
|
$359K
|
+$114K
|
+4,429
|
+47%
|
|
|
12
|
|
$277K
|
+$40.6K
|
+1,576
|
+17%
|
|
|
13
|
NorthCrest Asset Manangement
Plymouth,
Minnesota
|
$273K
|
+$272K
|
+10,578
|
New
|
|
|
14
|
Freedom Investment Management
Hartford,
Connecticut
|
$268K
|
-$25.6K
|
-992
|
-9%
|
|
|
15
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$260K
|
–
|
–
|
–
|
|
|
16
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$219K
|
–
|
–
|
–
|
|
|
17
|
Farmers National Bank
Danville,
Kentucky
|
$213K
|
+$213K
|
+8,251
|
New
|
|
|
18
|
Key Financial Inc
West Chester,
Pennsylvania
|
$165K
|
–
|
–
|
–
|
|
|
19
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$140K
|
–
|
–
|
–
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$50K
|
-$11.6K
|
-450
|
-19%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$39K
|
+$2.4K
|
+93
|
+6%
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
–
|
-$430K
|
-16,718
|
Closed
|
|
|
23
|
Harbour Investments
Madison,
Wisconsin
|
–
|
-$1K
|
-29
|
Closed
|
|
