|
1
|
LPL Financial
San Diego,
California
|
$2.17M
|
+$1.4M
|
+56,058
|
+166%
|
|
|
2
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$1.94M
|
-$43.2K
|
-1,729
|
-2%
|
|
|
3
|
|
$1.34M
|
+$387K
|
+15,461
|
+39%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$744K
|
+$79.9K
|
+3,195
|
+12%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$728K
|
-$26.5K
|
-1,058
|
-3%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$586K
|
+$64.8K
|
+2,590
|
+12%
|
|
|
7
|
Royal Harbor Partners
Houston,
Texas
|
$570K
|
–
|
–
|
–
|
|
|
8
|
TLWM Financial
San Antonio,
Texas
|
$438K
|
–
|
–
|
–
|
|
|
9
|
Asset Dedication LLC
San Francisco,
California
|
$438K
|
+$108K
|
+4,301
|
+31%
|
|
|
10
|
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
$347K
|
-$20.1K
|
-803
|
-5%
|
|
|
11
|
Creative Planning
Overland Park,
Kansas
|
$319K
|
-$64.6K
|
-2,585
|
-16%
|
|
|
12
|
Freedom Investment Management
Hartford,
Connecticut
|
$252K
|
+$825
|
+33
|
+0.3%
|
|
|
13
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$243K
|
+$251K
|
+10,037
|
New
|
|
|
14
|
Farmers National Bank
Danville,
Kentucky
|
$221K
|
+$22.5K
|
+899
|
+11%
|
|
|
15
|
|
$220K
|
-$41.3K
|
-1,651
|
-15%
|
|
|
16
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$206K
|
–
|
–
|
–
|
|
|
17
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$192K
|
+$62.4K
|
+2,496
|
+46%
|
|
|
18
|
Key Financial Inc
West Chester,
Pennsylvania
|
$154K
|
–
|
–
|
–
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$82K
|
+$37.6K
|
+1,505
|
+79%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$79K
|
+$43.6K
|
+1,745
|
+114%
|
|
|
21
|
Advisornet Financial
Minnetonka,
Minnesota
|
$19K
|
+$19.6K
|
+784
|
New
|
|
|
22
|
NorthCrest Asset Manangement
Plymouth,
Minnesota
|
–
|
-$273K
|
-10,578
|
Closed
|
|
