|
1
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$123M
|
+$430K
|
+9,004
|
+0.4%
|
|
|
2
|
Capital Planning Advisors
Roseville,
California
|
$14.5M
|
-$219K
|
-4,583
|
-1%
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
$13.4M
|
+$546K
|
+11,453
|
+4%
|
|
|
4
|
Raymond James & Associates
St Petersburg,
Florida
|
$5.35M
|
+$282K
|
+5,908
|
+6%
|
|
|
5
|
Vivaldi Capital Management
Chicago,
Illinois
|
$2.44M
|
+$286
|
+6
|
+0%
|
|
|
6
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$1.45M
|
-$130K
|
-2,725
|
-8%
|
|
|
7
|
|
$912K
|
-$543K
|
-11,389
|
-37%
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$851K
|
+$8.49K
|
+178
|
+1%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$656K
|
+$114K
|
+2,400
|
+21%
|
|
|
10
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$591K
|
+$590K
|
+12,372
|
New
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$501K
|
-$15.9K
|
-333
|
-3%
|
|
|
12
|
Flow Traders U.S.
New York
|
$463K
|
+$462K
|
+9,682
|
New
|
|
|
13
|
Lakeside Advisors
Seattle,
Washington
|
$349K
|
+$348K
|
+7,300
|
New
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$258K
|
+$6.68K
|
+140
|
+3%
|
|
|
15
|
Fluent Financial
Dallas,
Texas
|
$209K
|
–
|
–
|
–
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$129K
|
–
|
–
|
–
|
|
|
17
|
Tradition Wealth Management
Edina,
Minnesota
|
$102K
|
+$525
|
+11
|
+0.5%
|
|
|
18
|
Simon Quick Advisors
Morristown,
New Jersey
|
$70K
|
–
|
–
|
–
|
|
|
19
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$28K
|
–
|
–
|
–
|
|
|
20
|
Sage Private Wealth Group
Oakbrook Terrace,
Illinois
|
$28K
|
–
|
–
|
–
|
|
|
21
|
|
$13K
|
–
|
–
|
–
|
|
|
22
|
Cetera Advisor Networks
El Segundo,
California
|
–
|
-$13.4M
|
-287,006
|
Closed
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
–
|
-$64K
|
-1,360
|
Closed
|
|
|
24
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
–
|
-$46K
|
-1,000
|
Closed
|
|
|
25
|
Harbour Investments
Madison,
Wisconsin
|
–
|
-$3K
|
-61
|
Closed
|
|
