|
1
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$9.84M
|
-$719K
|
-31,057
|
-7%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.58M
|
-$270K
|
-11,643
|
-3%
|
|
|
3
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$7.64M
|
+$429K
|
+18,542
|
+6%
|
|
|
4
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$6.11M
|
+$117K
|
+5,047
|
+2%
|
|
|
5
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$5.81M
|
+$608K
|
+26,265
|
+11%
|
|
|
6
|
Archford Capital Strategies
Swansea,
Illinois
|
$3.6M
|
-$36.5K
|
-1,574
|
-1%
|
|
|
7
|
Corient Private Wealth
Miami,
Florida
|
$2.54M
|
-$5.54K
|
-239
|
-0.2%
|
|
|
8
|
Fortem Financial Group
Palm Desert,
California
|
$2.45M
|
-$30.8K
|
-1,331
|
-1%
|
|
|
9
|
Armor Investment Advisors
Raleigh,
North Carolina
|
$1.95M
|
+$88.6K
|
+3,826
|
+5%
|
|
|
10
|
Cambridge Advisors
Omaha,
Nebraska
|
$869K
|
-$12.6K
|
-545
|
-1%
|
|
|
11
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$808K
|
+$303K
|
+13,085
|
+57%
|
|
|
12
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$742K
|
+$5.26K
|
+227
|
+0.7%
|
|
|
13
|
Fiduciary Trust
Boston,
Massachusetts
|
$325K
|
+$335K
|
+14,480
|
New
|
|
|
14
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$264K
|
-$30.4K
|
-1,311
|
-10%
|
|
|
15
|
Parallel Advisors
San Francisco,
California
|
$44.5K
|
+$29.4K
|
+1,268
|
+177%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$21K
|
-$6.83K
|
-295
|
-24%
|
|
|
17
|
Sageworth Trust
Lancaster,
Pennsylvania
|
–
|
-$4.67M
|
-200,314
|
Closed
|
|
|
18
|
Ancora Advisors
Cleveland,
Ohio
|
–
|
-$21.7K
|
-929
|
Closed
|
|
|
19
|
Godsey & Gibb Inc
Richmond,
Virginia
|
–
|
-$4.67K
|
-200
|
Closed
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
–
|
-$3.31K
|
-142
|
Closed
|
|
