|
1
|
|
$4.65M
|
-$2.24M
|
-95,626
|
-31%
|
|
|
2
|
CGN Advisors
Manhattan,
Kansas
|
$926K
|
+$137K
|
+5,864
|
+16%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$820K
|
+$765K
|
+32,702
|
+809%
|
|
|
4
|
Venture Visionary Partners
Sylvania,
Ohio
|
$756K
|
+$793K
|
+33,904
|
New
|
|
|
5
|
Farmers National Bank
Danville,
Kentucky
|
$754K
|
+$86.2K
|
+3,685
|
+12%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$632K
|
+$70.2K
|
+3,000
|
+12%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$537K
|
-$92.7K
|
-3,962
|
-14%
|
|
|
8
|
Royal Harbor Partners
Houston,
Texas
|
$526K
|
–
|
–
|
–
|
|
|
9
|
LPL Financial
San Diego,
California
|
$434K
|
-$22.9K
|
-980
|
-5%
|
|
|
10
|
|
$322K
|
+$337K
|
+14,419
|
New
|
|
|
11
|
Asset Dedication LLC
San Francisco,
California
|
$295K
|
+$37.5K
|
+1,602
|
+14%
|
|
|
12
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$225K
|
–
|
–
|
–
|
|
|
13
|
Freedom Investment Management
Hartford,
Connecticut
|
$223K
|
+$5.57K
|
+238
|
+2%
|
|
|
14
|
NorthCrest Asset Manangement
Plymouth,
Minnesota
|
$217K
|
–
|
–
|
–
|
|
|
15
|
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
$208K
|
-$90.6K
|
-3,873
|
-29%
|
|
|
16
|
|
$197K
|
+$16.5K
|
+707
|
+9%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$150K
|
+$12.8K
|
+545
|
+9%
|
|
|
18
|
Key Financial Inc
West Chester,
Pennsylvania
|
$127K
|
–
|
–
|
–
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$93K
|
+$5.59K
|
+239
|
+6%
|
|
|
20
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$64K
|
+$67.4K
|
+2,880
|
New
|
|
|
21
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$53K
|
+$55.8K
|
+2,385
|
New
|
|
|
22
|
Horizons Wealth Management
Asheville,
North Carolina
|
$50K
|
–
|
–
|
–
|
|
|
23
|
Citadel Advisors
Miami,
Florida
|
–
|
-$481K
|
-20,695
|
Closed
|
|
|
24
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
–
|
-$130K
|
-5,584
|
Closed
|
|
