|
1
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$10.5M
|
-$271K
|
-10,648
|
-3%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.47M
|
+$682K
|
+26,795
|
+8%
|
|
|
3
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$7.47M
|
+$86.3K
|
+3,392
|
+1%
|
|
|
4
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$6.5M
|
-$88.4K
|
-3,472
|
-1%
|
|
|
5
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$6.44M
|
-$1.97M
|
-77,304
|
-24%
|
|
|
6
|
Archford Capital Strategies
Swansea,
Illinois
|
$4.54M
|
+$131K
|
+5,129
|
+3%
|
|
|
7
|
Armor Investment Advisors
Raleigh,
North Carolina
|
$2.76M
|
+$189K
|
+7,442
|
+8%
|
|
|
8
|
Fortem Financial Group
Palm Desert,
California
|
$2.56M
|
-$120K
|
-4,733
|
-5%
|
|
|
9
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$917K
|
-$14.8K
|
-580
|
-2%
|
|
|
10
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$815K
|
+$36.4K
|
+1,430
|
+5%
|
|
|
11
|
Corient Private Wealth
Miami,
Florida
|
$809K
|
-$643K
|
-25,269
|
-45%
|
|
|
12
|
Cambridge Advisors
Omaha,
Nebraska
|
$775K
|
-$6.24K
|
-245
|
-0.8%
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$610K
|
+$593K
|
+23,293
|
New
|
|
|
14
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$483K
|
-$8.45K
|
-332
|
-2%
|
|
|
15
|
Fiduciary Trust
Boston,
Massachusetts
|
$352K
|
–
|
–
|
–
|
|
|
16
|
Mutual Advisors
Omaha,
Nebraska
|
$298K
|
+$45.4K
|
+1,784
|
+18%
|
|
|
17
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$54.8K
|
–
|
–
|
–
|
|
|
18
|
Parallel Advisors
San Francisco,
California
|
$26.2K
|
-$5.09K
|
-200
|
-17%
|
|
|
19
|
PSI Advisors
Tampa,
Florida
|
$5.86K
|
+$5.7K
|
+224
|
New
|
|
|
20
|
CVA Family Office
Denver,
Colorado
|
$5.23K
|
+$5.09K
|
+200
|
New
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.51K
|
+$3.41K
|
+134
|
New
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$52
|
-$6.9K
|
-271
|
-99%
|
|
|
23
|
|
$33
|
–
|
–
|
–
|
|
|
24
|
Holderness Investments Company
Greensboro,
North Carolina
|
–
|
-$860K
|
-33,900
|
Closed
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
–
|
-$19.5K
|
-767
|
Closed
|
|
