|
1
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$7.87M
|
+$921K
|
+35,489
|
+9%
|
|
|
2
|
Raymond James Trust
St. Petersburg,
Florida
|
$1.18M
|
+$754K
|
+29,053
|
+86%
|
|
|
3
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$812K
|
+$788K
|
+30,386
|
+237%
|
|
|
4
|
|
$454K
|
-$65.5K
|
-2,526
|
-9%
|
|
|
5
|
|
$440K
|
+$608K
|
+23,416
|
New
|
|
|
6
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$365K
|
+$504K
|
+19,417
|
New
|
|
|
7
|
Wealth Advisors
Rancho Santa Fe,
California
|
$333K
|
–
|
–
|
–
|
|
|
8
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$284K
|
+$121K
|
+4,663
|
+45%
|
|
|
9
|
Advisory Services Network
Atlanta,
Georgia
|
$269K
|
+$210K
|
+8,108
|
+131%
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$261K
|
+$361K
|
+13,897
|
New
|
|
|
11
|
LPL Financial
San Diego,
California
|
$214K
|
+$295K
|
+11,388
|
New
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$212K
|
+$293K
|
+11,289
|
New
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$211K
|
-$5.01K
|
-193
|
-2%
|
|
|
14
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$188K
|
-$41.9K
|
-1,615
|
-14%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$104K
|
+$143K
|
+5,523
|
New
|
|
|
16
|
TCI Wealth Advisors
Tucson,
Arizona
|
$75K
|
+$25.9K
|
+1,000
|
+34%
|
|
|
17
|
Rowland Carmichael Advisors
Scottsdale,
Arizona
|
$34K
|
+$47.6K
|
+1,835
|
New
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9K
|
–
|
–
|
–
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
–
|
-$8.86M
|
-323,176
|
Closed
|
|
|
20
|
Beck Capital Management
Austin,
Texas
|
–
|
-$224K
|
-8,174
|
Closed
|
|
|
21
|
PSI Advisors
Tampa,
Florida
|
–
|
-$6K
|
-250
|
Closed
|
|
