|
1
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$13.1M
|
+$11.9M
|
+587,287
|
New
|
|
|
2
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$9.6M
|
+$233K
|
+11,480
|
+3%
|
|
|
3
|
Raymond James Trust
St. Petersburg,
Florida
|
$1.4M
|
–
|
–
|
–
|
|
|
4
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$1.1M
|
+$122K
|
+5,984
|
+14%
|
|
|
5
|
|
$682K
|
+$131K
|
+6,443
|
+27%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$604K
|
+$319K
|
+15,714
|
+138%
|
|
|
7
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$433K
|
+$88.4K
|
+4,352
|
+29%
|
|
|
8
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$398K
|
-$32K
|
-1,574
|
-8%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$263K
|
+$10.3K
|
+506
|
+4%
|
|
|
10
|
Advisory Services Network
Atlanta,
Georgia
|
$261K
|
-$52.7K
|
-2,596
|
-18%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$240K
|
-$10K
|
-491
|
-4%
|
|
|
12
|
Versant Capital Management
Phoenix,
Arizona
|
$180K
|
+$164K
|
+8,094
|
New
|
|
|
13
|
TCI Wealth Advisors
Tucson,
Arizona
|
$88K
|
–
|
–
|
–
|
|
|
14
|
Rowland Carmichael Advisors
Scottsdale,
Arizona
|
$41K
|
–
|
–
|
–
|
|
|
15
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$14.9K
|
+$13.6K
|
+669
|
New
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12K
|
+$1.75K
|
+86
|
+19%
|
|
|
17
|
|
–
|
-$440K
|
-23,416
|
Closed
|
|
|
18
|
Wealth Advisors
Rancho Santa Fe,
California
|
–
|
-$333K
|
-18,350
|
Closed
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
–
|
-$261K
|
-13,897
|
Closed
|
|
|
20
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
–
|
-$188K
|
-10,015
|
Closed
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
–
|
-$104K
|
-5,523
|
Closed
|
|
