|
1
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$5.17M
|
–
|
–
|
–
|
|
|
2
|
Mraz Amerine & Associates
Modesto,
California
|
$1.69M
|
-$97.2K
|
-4,723
|
-5%
|
|
|
3
|
Beacon Pointe Advisors
Newport Beach,
California
|
$1.39M
|
–
|
–
|
–
|
|
|
4
|
Citadel Advisors
Miami,
Florida
|
$555K
|
+$91.6K
|
+4,448
|
+19%
|
|
|
5
|
NewEdge Advisors
New Orleans,
Louisiana
|
$502K
|
+$9.12K
|
+443
|
+2%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$399K
|
-$165
|
-8
|
-0%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$296K
|
-$39.8K
|
-1,935
|
-11%
|
|
|
8
|
Waddell & Associates
Memphis,
Tennessee
|
$253K
|
+$4.96K
|
+241
|
+2%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$229K
|
+$11.1K
|
+541
|
+5%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$107K
|
+$2.18K
|
+106
|
+2%
|
|
|
11
|
US Bancorp
Minneapolis,
Minnesota
|
$93.5K
|
–
|
–
|
–
|
|
|
12
|
Private Trust Company
Cleveland,
Ohio
|
$52.3K
|
–
|
–
|
–
|
|
|
13
|
|
$41.3K
|
+$19.9K
|
+967
|
+84%
|
|
|
14
|
Chilton Capital Management
Houston,
Texas
|
$19.4K
|
–
|
–
|
–
|
|
|
15
|
RhumbLine Advisers
Boston,
Massachusetts
|
$12.3K
|
–
|
–
|
–
|
|
|
16
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$9.72K
|
–
|
–
|
–
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9K
|
-$2.06K
|
-100
|
-18%
|
|
|
18
|
SignatureFD
Atlanta,
Georgia
|
$4.38K
|
–
|
–
|
–
|
|
|
19
|
Steward Partners Investment Advisory
New York
|
$2.75K
|
–
|
–
|
–
|
|
|
20
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$856
|
–
|
–
|
–
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$505
|
+$21
|
+1
|
+4%
|
|
|
22
|
Aspire Private Capital
Cornelius,
North Carolina
|
$116
|
–
|
–
|
–
|
|
|
23
|
Gradient Investments
Arden Hills,
Minnesota
|
$39
|
+$41
|
+2
|
New
|
|
|
24
|
Global Retirement Partners
San Rafael,
California
|
$18
|
–
|
–
|
–
|
|
|
25
|
Fairfield, Bush & Co
Darien,
Connecticut
|
–
|
-$10.2K
|
-464
|
Closed
|
|
