|
1
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$11M
|
-$570K
|
-25,322
|
-5%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.2M
|
-$1.29M
|
-57,125
|
-12%
|
|
|
3
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$7.51M
|
+$49.4K
|
+2,193
|
+0.7%
|
|
|
4
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$6.24M
|
+$74.3K
|
+3,298
|
+1%
|
|
|
5
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$5.43M
|
+$8.72K
|
+387
|
+0.2%
|
|
|
6
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$4.67M
|
–
|
–
|
–
|
|
|
7
|
Archford Capital Strategies
Swansea,
Illinois
|
$3.82M
|
+$213K
|
+9,444
|
+6%
|
|
|
8
|
Corient Private Wealth
Miami,
Florida
|
$2.65M
|
-$61.5K
|
-2,729
|
-2%
|
|
|
9
|
Fortem Financial Group
Palm Desert,
California
|
$2.58M
|
-$27.9K
|
-1,240
|
-1%
|
|
|
10
|
Armor Investment Advisors
Raleigh,
North Carolina
|
$1.94M
|
+$194K
|
+8,603
|
+12%
|
|
|
11
|
McMillion Capital Management
Greensboro,
North Carolina
|
$1.48M
|
-$45K
|
-2,000
|
-3%
|
|
|
12
|
Cambridge Advisors
Omaha,
Nebraska
|
$917K
|
+$30K
|
+1,330
|
+4%
|
|
|
13
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$767K
|
+$40.7K
|
+1,805
|
+6%
|
|
|
14
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$535K
|
+$517K
|
+22,949
|
New
|
|
|
15
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$306K
|
-$150K
|
-6,673
|
-34%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$28.7K
|
+$946
|
+42
|
+4%
|
|
|
17
|
Ancora Advisors
Cleveland,
Ohio
|
$21.7K
|
–
|
–
|
–
|
|
|
18
|
Parallel Advisors
San Francisco,
California
|
$16.7K
|
–
|
–
|
–
|
|
|
19
|
Godsey & Gibb Inc
Richmond,
Virginia
|
$4.67K
|
+$4.5K
|
+200
|
New
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$3.31K
|
–
|
–
|
–
|
|
|
21
|
Providence Capital Advisors
Charlotte,
North Carolina
|
–
|
-$36.6K
|
-1,640
|
Closed
|
|
