|
1
|
United Capital Financial Advisors
Irving,
Texas
|
$14.1M
|
+$458K
|
+10,821
|
+3%
|
|
|
2
|
Karp Capital Management
Sausalito,
California
|
$4.21M
|
+$159K
|
+3,755
|
+4%
|
|
|
3
|
|
$3.57M
|
+$235K
|
+5,541
|
+7%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$833K
|
-$96.2K
|
-2,271
|
-10%
|
|
|
5
|
Snowden Capital Advisors
New York
|
$793K
|
+$135K
|
+3,177
|
+21%
|
|
|
6
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$737K
|
-$315K
|
-7,441
|
-30%
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$559K
|
-$861K
|
-20,339
|
-61%
|
|
|
8
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$508K
|
+$412K
|
+9,724
|
New
|
|
|
9
|
LPL Financial
San Diego,
California
|
$428K
|
-$127K
|
-2,998
|
-23%
|
|
|
10
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$418K
|
+$412K
|
+9,728
|
New
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$356K
|
-$27.7K
|
-654
|
-7%
|
|
|
12
|
|
$243K
|
-$378K
|
-8,932
|
-61%
|
|
|
13
|
Raab & Moskowitz Asset Management
Chatham,
New Jersey
|
$224K
|
–
|
–
|
–
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$221K
|
–
|
–
|
–
|
|
|
15
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$217K
|
–
|
–
|
–
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$206K
|
-$35.1K
|
-829
|
-15%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$109K
|
+$7.07K
|
+167
|
+7%
|
|
|
18
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$93K
|
+$38.5K
|
+909
|
+73%
|
|
|
19
|
William Blair & Company
Chicago,
Illinois
|
$73K
|
–
|
–
|
–
|
|
|
20
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$68.7K
|
+$66.5K
|
+1,570
|
New
|
|
|
21
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$47K
|
+$27.5K
|
+650
|
+144%
|
|
|
22
|
|
$34K
|
-$8.47K
|
-200
|
-20%
|
|
|
23
|
Advisor Group
Phoenix,
Arizona
|
$32K
|
-$6.35K
|
-150
|
-17%
|
|
|
24
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$27K
|
–
|
–
|
–
|
|
|
25
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$26K
|
–
|
–
|
–
|
|
