|
1
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$52.2M
|
-$684K
|
-23,640
|
-1%
|
|
|
2
|
Old Dominion Capital Management
Charlottesville,
Virginia
|
$12.8M
|
-$871K
|
-30,100
|
-6%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$5.77M
|
+$326K
|
+11,256
|
+6%
|
|
|
4
|
HighTower Advisors
Chicago,
Illinois
|
$4.22M
|
+$177K
|
+6,128
|
+4%
|
|
|
5
|
Advisor Group
Phoenix,
Arizona
|
$3.66M
|
-$382K
|
-13,208
|
-10%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$3.13M
|
+$520K
|
+17,984
|
+20%
|
|
|
7
|
Voya Financial Advisors
Windsor,
Connecticut
|
$2.1M
|
+$2.07M
|
+71,600
|
New
|
|
|
8
|
|
$1.77M
|
-$4.29M
|
-148,268
|
-71%
|
|
|
9
|
|
$1.02M
|
+$48K
|
+1,660
|
+5%
|
|
|
10
|
|
$940K
|
+$922K
|
+31,868
|
New
|
|
|
11
|
|
$843K
|
+$116
|
+4
|
+0%
|
|
|
12
|
MML Investors Services
Springfield,
Massachusetts
|
$771K
|
-$10.6K
|
-368
|
-1%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$526K
|
–
|
–
|
–
|
|
|
14
|
BB&T Securities
Richmond,
Virginia
|
$509K
|
–
|
–
|
–
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$433K
|
+$116K
|
+4,004
|
+37%
|
|
|
16
|
First Allied Advisory Services
San Diego,
California
|
$336K
|
–
|
–
|
–
|
|
|
17
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$316K
|
–
|
–
|
–
|
|
|
18
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$279K
|
+$274K
|
+9,456
|
New
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$269K
|
-$9.02K
|
-312
|
-3%
|
|
|
20
|
Steigerwald Gordon & Koch
Leesburg,
Virginia
|
$218K
|
-$34.7K
|
-1,200
|
-14%
|
|
|
21
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$203K
|
–
|
–
|
–
|
|
|
22
|
Smith, Moore & Co
Clayton,
Missouri
|
$202K
|
+$199K
|
+6,864
|
New
|
|
|
23
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$48K
|
–
|
–
|
–
|
|
|
24
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$23K
|
-$16.4K
|
-566
|
-43%
|
|
|
25
|
Omnia Family Wealth
Aventura,
Florida
|
$18K
|
+$18K
|
+624
|
New
|
|
