|
1
|
|
$185M
|
+$98.7M
|
+1,956,205
|
+113%
|
|
|
2
|
Shorepoint Capital Partners
Norwood,
Massachusetts
|
$15.8M
|
+$3.72M
|
+73,669
|
+31%
|
|
|
3
|
Corient Private Wealth
Miami,
Florida
|
$8.55M
|
+$350K
|
+6,933
|
+4%
|
|
|
4
|
|
$6.6M
|
+$6.38M
|
+126,525
|
+2,812%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$3.01M
|
+$1.54M
|
+30,496
|
+104%
|
|
|
6
|
Eldridge Investment Advisors
Manchester,
New Hampshire
|
$2.98M
|
+$1.76M
|
+34,850
|
+143%
|
|
|
7
|
Central Trust Company
Jefferson City,
Missouri
|
$2.5M
|
+$2.49M
|
+49,332
|
+19,422%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$2.05M
|
+$2.05M
|
+40,656
|
New
|
|
|
9
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$1.19M
|
+$1.19M
|
+23,653
|
New
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.17M
|
+$14.6K
|
+290
|
+1%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$623K
|
+$248K
|
+4,924
|
+66%
|
|
|
12
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$571K
|
-$236K
|
-4,673
|
-29%
|
|
|
13
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$425K
|
+$426K
|
+8,439
|
New
|
|
|
14
|
Flow Traders U.S.
New York
|
$379K
|
-$1.41M
|
-27,968
|
-79%
|
|
|
15
|
FSC Wealth Advisors
Fishkill,
New York
|
$335K
|
+$21.9K
|
+434
|
+7%
|
|
|
16
|
Bison Wealth
Atlanta,
Georgia
|
$317K
|
+$318K
|
+6,300
|
New
|
|
|
17
|
Fiduciary Trust
Boston,
Massachusetts
|
$276K
|
–
|
–
|
–
|
|
|
18
|
Panoramic Investment Advisors
Denver,
Colorado
|
$250K
|
+$250K
|
+4,963
|
New
|
|
|
19
|
Steward Partners Investment Advisory
New York
|
$13.1K
|
+$1.51K
|
+30
|
+13%
|
|
|
20
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$11.7K
|
+$11.7K
|
+232
|
New
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
–
|
-$43.7K
|
-873
|
Closed
|
|
|
22
|
Trust Company of Vermont
Brattleboro,
Vermont
|
–
|
-$6.76K
|
-135
|
Closed
|
|
