|
1
|
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
$11.6M
|
+$11.9M
|
+141,116
|
New
|
|
|
2
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$5.33M
|
-$14.9K
|
-177
|
-0.3%
|
|
|
3
|
Institute for Wealth Management
Denver,
Colorado
|
$1.34M
|
-$4.54K
|
-54
|
-0.3%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$885K
|
-$8.32K
|
-99
|
-0.9%
|
|
|
5
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$866K
|
+$886K
|
+10,539
|
New
|
|
|
6
|
Occidental Asset Management
Burlingame,
California
|
$822K
|
–
|
–
|
–
|
|
|
7
|
Peak Asset Management
Louisville,
Colorado
|
$816K
|
–
|
–
|
–
|
|
|
8
|
Phocas Financial Corp
Alameda,
California
|
$608K
|
+$622K
|
+7,400
|
New
|
|
|
9
|
|
$585K
|
+$66K
|
+785
|
+12%
|
|
|
10
|
Hikari Tsushin Inc
Tokyo,
Japan
|
$403K
|
–
|
–
|
–
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$362K
|
-$12.9K
|
-153
|
-3%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$312K
|
-$8.07K
|
-96
|
-2%
|
|
|
13
|
Harvest Fund Management
Beijing,
China
|
$306K
|
+$311K
|
+3,698
|
+16,809%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$295K
|
–
|
–
|
–
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
$242K
|
-$153K
|
-1,819
|
-38%
|
|
|
16
|
Raffa Wealth Management
Washington,
District of Columbia
|
$75.6K
|
+$168
|
+2
|
+0.2%
|
|
|
17
|
Allworth Financial
Folsom,
California
|
$36.6K
|
–
|
–
|
–
|
|
|
18
|
William Blair & Company
Chicago,
Illinois
|
$33.7K
|
–
|
–
|
–
|
|
|
19
|
|
$20K
|
–
|
–
|
–
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$15.9K
|
–
|
–
|
–
|
|
|
21
|
Jones Financial Companies
Des Peres,
Missouri
|
$12.8K
|
–
|
–
|
–
|
|
|
22
|
Duncker Streett & Co
St. Louis,
Missouri
|
$8.22K
|
–
|
–
|
–
|
|
|
23
|
|
$5.09K
|
+$5.21K
|
+62
|
New
|
|
|
24
|
AE Wealth Management
Topeka,
Kansas
|
$4.11K
|
+$4.2K
|
+50
|
New
|
|
|
25
|
Raleigh Capital Management
Cary,
North Carolina
|
$1.07K
|
–
|
–
|
–
|
|
