|
1
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$10.4M
|
-$253K
|
-10,404
|
-2%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.5M
|
-$2.41M
|
-98,998
|
-23%
|
|
|
3
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$8.21M
|
-$719K
|
-29,562
|
-8%
|
|
|
4
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$7.15M
|
+$65.4K
|
+2,689
|
+1%
|
|
|
5
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$6.39M
|
+$229K
|
+9,403
|
+4%
|
|
|
6
|
Archford Capital Strategies
Swansea,
Illinois
|
$4.28M
|
+$122K
|
+5,003
|
+3%
|
|
|
7
|
Fortem Financial Group
Palm Desert,
California
|
$2.61M
|
-$149K
|
-6,124
|
-6%
|
|
|
8
|
Armor Investment Advisors
Raleigh,
North Carolina
|
$2.49M
|
+$147K
|
+6,050
|
+7%
|
|
|
9
|
Corient Private Wealth
Miami,
Florida
|
$1.43M
|
-$1.24M
|
-50,796
|
-47%
|
|
|
10
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$904K
|
-$34.9K
|
-1,435
|
-4%
|
|
|
11
|
Holderness Investments Company
Greensboro,
North Carolina
|
$860K
|
–
|
–
|
–
|
|
|
12
|
Cambridge Advisors
Omaha,
Nebraska
|
$758K
|
-$32.8K
|
-1,349
|
-4%
|
|
|
13
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$754K
|
+$3.53K
|
+145
|
+0.5%
|
|
|
14
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$477K
|
+$156K
|
+6,421
|
+52%
|
|
|
15
|
Fiduciary Trust
Boston,
Massachusetts
|
$342K
|
-$24.7K
|
-1,015
|
-7%
|
|
|
16
|
Mutual Advisors
Omaha,
Nebraska
|
$245K
|
+$235K
|
+9,670
|
New
|
|
|
17
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$52.8K
|
+$50.3K
|
+2,070
|
New
|
|
|
18
|
Parallel Advisors
San Francisco,
California
|
$30.5K
|
+$26.8K
|
+1,100
|
+1,100%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$19.5K
|
+$18.7K
|
+767
|
New
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$6.93K
|
-$48.4K
|
-1,988
|
-88%
|
|
|
21
|
|
$32
|
+$24
|
+1
|
New
|
|
