|
1
|
LPL Financial
San Diego,
California
|
$2.12M
|
-$260
|
-11
|
-0%
|
|
|
2
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.87M
|
+$1.87M
|
+79,106
|
New
|
|
|
3
|
|
$1.82M
|
+$511K
|
+21,635
|
+39%
|
|
|
4
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$1.74M
|
-$153K
|
-6,469
|
-8%
|
|
|
5
|
CGN Advisors
Manhattan,
Kansas
|
$832K
|
+$832K
|
+35,201
|
New
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$826K
|
+$744K
|
+31,503
|
+924%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$600K
|
+$26.7K
|
+1,130
|
+5%
|
|
|
8
|
Royal Harbor Partners
Houston,
Texas
|
$557K
|
–
|
–
|
–
|
|
|
9
|
TLWM Financial
San Antonio,
Texas
|
$473K
|
+$46.1K
|
+1,951
|
+11%
|
|
|
10
|
Asset Dedication LLC
San Francisco,
California
|
$410K
|
-$19.6K
|
-829
|
-5%
|
|
|
11
|
Claro Advisors
Boston,
Massachusetts
|
$366K
|
+$366K
|
+15,500
|
New
|
|
|
12
|
Creative Planning
Overland Park,
Kansas
|
$312K
|
–
|
–
|
–
|
|
|
13
|
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
$308K
|
-$30.8K
|
-1,304
|
-9%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$271K
|
-$455K
|
-19,267
|
-63%
|
|
|
15
|
NorthCrest Asset Manangement
Plymouth,
Minnesota
|
$250K
|
+$250K
|
+10,578
|
New
|
|
|
16
|
Farmers National Bank
Danville,
Kentucky
|
$241K
|
+$25K
|
+1,060
|
+12%
|
|
|
17
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$237K
|
–
|
–
|
–
|
|
|
18
|
Freedom Investment Management
Hartford,
Connecticut
|
$229K
|
-$17K
|
-720
|
-7%
|
|
|
19
|
|
$229K
|
+$13.9K
|
+590
|
+6%
|
|
|
20
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$201K
|
–
|
–
|
–
|
|
|
21
|
Horizons Wealth Management
Asheville,
North Carolina
|
$197K
|
+$195K
|
+8,243
|
New
|
|
|
22
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$193K
|
+$5.22K
|
+221
|
+3%
|
|
|
23
|
Key Financial Inc
West Chester,
Pennsylvania
|
$151K
|
–
|
–
|
–
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$150K
|
-$561K
|
-23,732
|
-79%
|
|
|
25
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$97K
|
+$96.9K
|
+4,100
|
New
|
|
