|
1
|
Biltmore Family Office
Charlotte,
North Carolina
|
$775K
|
+$770K
|
+68,034
|
New
|
|
|
2
|
|
$721K
|
+$57.9K
|
+5,116
|
+9%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$694K
|
-$747
|
-66
|
-0.1%
|
|
|
4
|
Guggenheim Capital
Chicago,
Illinois
|
$606K
|
-$16.3K
|
-1,441
|
-3%
|
|
|
5
|
Wakefield Asset Management
Englewood,
Colorado
|
$473K
|
+$24.9K
|
+2,204
|
+6%
|
|
|
6
|
&Partners
Nashville,
Tennessee
|
$400K
|
-$10.3K
|
-907
|
-3%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$348K
|
+$36K
|
+3,185
|
+12%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$264K
|
-$24.7K
|
-2,181
|
-9%
|
|
|
9
|
Stifel Financial
St. Louis,
Missouri
|
$254K
|
–
|
–
|
–
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$240K
|
+$59.8K
|
+5,284
|
+33%
|
|
|
11
|
Steward Partners Investment Advisory
New York
|
$235K
|
–
|
–
|
–
|
|
|
12
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$221K
|
+$8.76K
|
+774
|
+4%
|
|
|
13
|
Wedbush Securities
Los Angeles,
California
|
$213K
|
+$41.6K
|
+3,680
|
+25%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$170K
|
-$4.41K
|
-390
|
-3%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$167K
|
-$204K
|
-17,985
|
-55%
|
|
|
16
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$166K
|
–
|
–
|
–
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$153K
|
+$13.6K
|
+1,200
|
+10%
|
|
|
18
|
Kestra Advisory Services
Austin,
Texas
|
$153K
|
+$154K
|
+13,570
|
New
|
|
|
19
|
NFP Retirement Inc
Aliso Viejo,
California
|
$143K
|
+$142K
|
+12,566
|
New
|
|
|
20
|
Ackerman Capital Advisors
Dallas,
Texas
|
$142K
|
+$141K
|
+12,457
|
New
|
|
|
21
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$134K
|
–
|
–
|
–
|
|
|
22
|
Realta Investment Advisors
Wilmington,
Delaware
|
$131K
|
–
|
–
|
–
|
|
|
23
|
Little House Capital
Braintree,
Massachusetts
|
$125K
|
–
|
–
|
–
|
|
|
24
|
Davenport & Co
Richmond,
Virginia
|
$117K
|
–
|
–
|
–
|
|
|
25
|
US Bancorp
Minneapolis,
Minnesota
|
$57K
|
–
|
–
|
–
|
|
