|
1
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$6.43M
|
-$292K
|
-6,652
|
-5%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$5.55M
|
+$20.4K
|
+465
|
+0.4%
|
|
|
3
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.98M
|
+$466K
|
+10,613
|
+33%
|
|
|
4
|
Retirement Capital Strategies
San Jose,
California
|
$1.85M
|
+$1.76M
|
+40,175
|
New
|
|
|
5
|
M Holdings Securities
Portland,
Oregon
|
$1.65M
|
–
|
–
|
–
|
|
|
6
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.36M
|
–
|
–
|
–
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$1M
|
+$1.1K
|
+25
|
+0.1%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$757K
|
+$175K
|
+3,983
|
+32%
|
|
|
9
|
Raymond James Trust
St. Petersburg,
Florida
|
$686K
|
-$53.8K
|
-1,225
|
-8%
|
|
|
10
|
|
$624K
|
+$351
|
+8
|
+0.1%
|
|
|
11
|
Opes Wealth Management
Menlo Park,
California
|
$590K
|
+$5.93K
|
+135
|
+1%
|
|
|
12
|
Richard Bernstein Advisors
New York
|
$588K
|
-$183K
|
-4,173
|
-25%
|
|
|
13
|
Synovus Financial
Columbus,
Georgia
|
$546K
|
+$1.76K
|
+40
|
+0.3%
|
|
|
14
|
Financial Advocates Investment Management
Olympia,
Washington
|
$496K
|
-$221K
|
-5,025
|
-32%
|
|
|
15
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$465K
|
+$1.62K
|
+37
|
+0.4%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$456K
|
-$94.8K
|
-2,159
|
-18%
|
|
|
17
|
Spinnaker Trust
Portland,
Maine
|
$401K
|
-$8.78K
|
-200
|
-2%
|
|
|
18
|
|
$380K
|
-$6.37K
|
-145
|
-2%
|
|
|
19
|
My Legacy Advisors
Bend,
Oregon
|
$334K
|
-$3.21K
|
-73
|
-1%
|
|
|
20
|
Private Advisor Group
Morristown,
New Jersey
|
$313K
|
+$58.7K
|
+1,338
|
+25%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$296K
|
-$8.47K
|
-193
|
-3%
|
|
|
22
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$245K
|
+$9.79K
|
+223
|
+4%
|
|
|
23
|
Institute for Wealth Management
Denver,
Colorado
|
$231K
|
–
|
–
|
–
|
|
|
24
|
Courier Capital
Buffalo,
New York
|
$220K
|
–
|
–
|
–
|
|
|
25
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$192K
|
–
|
–
|
–
|
|
