|
1
|
Keeler Thomas Management
Orem,
Utah
|
$2.38M
|
+$281K
|
+11,088
|
+14%
|
|
|
2
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$1.76M
|
–
|
–
|
–
|
|
|
3
|
WrapManager Inc
Mill Valley,
California
|
$1.15M
|
+$36.7K
|
+1,451
|
+3%
|
|
|
4
|
Straight Path Wealth Management
Jenison,
Michigan
|
$1.09M
|
+$270K
|
+10,691
|
+34%
|
|
|
5
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$824K
|
+$345K
|
+13,636
|
+75%
|
|
|
6
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$217K
|
+$211K
|
+8,355
|
New
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$216K
|
+$22.4K
|
+885
|
+12%
|
|
|
8
|
Raymond James Financial
St Petersburg,
Florida
|
$128K
|
+$125K
|
+4,939
|
New
|
|
|
9
|
Barrett & Company
Providence,
Rhode Island
|
$46K
|
+$44.9K
|
+1,774
|
New
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13K
|
–
|
–
|
–
|
|
|
11
|
Harbour Investments
Madison,
Wisconsin
|
$13K
|
+$278
|
+11
|
+2%
|
|
|
12
|
|
–
|
-$4.45M
|
-175,000
|
Closed
|
|
|
13
|
|
–
|
-$746K
|
-29,353
|
Closed
|
|
|
14
|
Flow Traders U.S.
New York
|
–
|
-$207K
|
-8,144
|
Closed
|
|
|
15
|
|
–
|
-$25.4K
|
-1,000
|
Closed
|
|
