|
1
|
Bank of America
Charlotte,
North Carolina
|
$16.9M
|
+$4.87M
|
+100,884
|
+42%
|
|
|
2
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$7.06M
|
+$943K
|
+19,511
|
+16%
|
|
|
3
|
Citadel Advisors
Miami,
Florida
|
$5.82M
|
+$4.38M
|
+90,590
|
+334%
|
|
|
4
|
Spruce Investment Advisors
Stamford,
Connecticut
|
$5.34M
|
-$129K
|
-2,673
|
-2%
|
|
|
5
|
RPTC Inc
Jackson,
Wyoming
|
$3.63M
|
+$3.04M
|
+62,949
|
+603%
|
|
|
6
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3.42M
|
+$2.3M
|
+47,573
|
+221%
|
|
|
7
|
|
$2.63M
|
+$2.52M
|
+52,163
|
New
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.76M
|
+$1.71M
|
+35,483
|
New
|
|
|
9
|
BB&T Securities
Richmond,
Virginia
|
$632K
|
+$617K
|
+12,775
|
New
|
|
|
10
|
Oak Grove Capital
North Hampton,
New Hampshire
|
$547K
|
+$534K
|
+11,050
|
New
|
|
|
11
|
Brown Advisory
Baltimore,
Maryland
|
$507K
|
–
|
–
|
–
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$479K
|
-$216K
|
-4,477
|
-32%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$448K
|
+$437K
|
+9,049
|
New
|
|
|
14
|
Ancora Advisors
Cleveland,
Ohio
|
$397K
|
+$35K
|
+724
|
+10%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$306K
|
–
|
–
|
–
|
|
|
16
|
Bigelow Investment Advisors
Portland,
Maine
|
$219K
|
+$214K
|
+4,420
|
New
|
|
|
17
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$176K
|
+$172K
|
+3,563
|
New
|
|
|
18
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$90K
|
+$85K
|
+1,760
|
New
|
|
|
19
|
Strategic Wealth Partners
Independence,
Ohio
|
$70K
|
+$69.5K
|
+1,438
|
New
|
|
|
20
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$47K
|
+$24.3K
|
+504
|
+111%
|
|
|
21
|
Geneos Wealth Management
Englewood,
Colorado
|
$34K
|
–
|
–
|
–
|
|
|
22
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$18K
|
+$17.1K
|
+354
|
New
|
|
|
23
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$10K
|
+$10K
|
+207
|
New
|
|
|
24
|
|
$6K
|
+$5.51K
|
+114
|
New
|
|
|
25
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$6.32M
|
-135,160
|
Closed
|
|
