|
1
|
Landsberg Bennett & Dubbaneh
Punta Gorda,
Florida
|
$4.79M
|
+$4.58M
|
+106,787
|
New
|
|
|
2
|
O'Brien Wealth Partners
Waltham,
Massachusetts
|
$3.58M
|
-$248K
|
-5,786
|
-7%
|
|
|
3
|
Tower Research Capital (TRC)
New York
|
$1.66M
|
+$532K
|
+12,395
|
+49%
|
|
|
4
|
Brinker Capital
Berwyn,
Pennsylvania
|
$1.51M
|
+$974K
|
+22,691
|
+198%
|
|
|
5
|
|
$1.27M
|
+$1.24M
|
+28,800
|
New
|
|
|
6
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$1.24M
|
–
|
–
|
–
|
|
|
7
|
Pathstone Family Office
Englewood,
New Jersey
|
$904K
|
+$880K
|
+20,494
|
New
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$786K
|
-$1.7M
|
-39,605
|
-69%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$625K
|
+$25.4K
|
+592
|
+4%
|
|
|
10
|
|
$571K
|
–
|
–
|
–
|
|
|
11
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$366K
|
+$158K
|
+3,686
|
+200%
|
|
|
12
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$229K
|
+$223K
|
+5,197
|
New
|
|
|
13
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$65K
|
+$215
|
+5
|
+0.3%
|
|
|
14
|
William Blair & Company
Chicago,
Illinois
|
$62K
|
+$32.8K
|
+765
|
+120%
|
|
|
15
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$22K
|
+$21.5K
|
+500
|
New
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9K
|
–
|
–
|
–
|
|
|
17
|
Realta Investment Advisors
Wilmington,
Delaware
|
$6K
|
+$6.35K
|
+148
|
New
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$3K
|
+$2.49K
|
+58
|
New
|
|
|
19
|
Advisor Group
Phoenix,
Arizona
|
$2K
|
+$2.4K
|
+56
|
New
|
|
|
20
|
Epstein & White Financial
San Diego,
California
|
–
|
-$1.78M
|
-46,724
|
Closed
|
|
|
21
|
Stephens Inc
Little Rock,
Arkansas
|
–
|
-$823K
|
-21,534
|
Closed
|
|
|
22
|
BB&T Securities
Richmond,
Virginia
|
–
|
-$527K
|
-13,810
|
Closed
|
|
|
23
|
Divergent Wealth Advisors
South Jordan,
Utah
|
–
|
-$298K
|
-7,796
|
Closed
|
|
|
24
|
12th Street Asset Management Company
Nashville,
Tennessee
|
–
|
-$203K
|
-5,306
|
Closed
|
|
|
25
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
–
|
-$26K
|
-675
|
Closed
|
|
