|
1
|
Callan Capital
La Jolla,
California
|
$13M
|
+$1.84M
|
+81,753
|
+15%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$7.24M
|
+$233K
|
+10,344
|
+3%
|
|
|
3
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$7.11M
|
+$327K
|
+14,548
|
+4%
|
|
|
4
|
Mosaic Financial Partners
San Francisco,
California
|
$7.06M
|
+$5.61M
|
+249,543
|
+279%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.42M
|
+$183K
|
+8,139
|
+3%
|
|
|
6
|
Berman Capital Advisors
Atlanta,
Georgia
|
$6.08M
|
-$1.22M
|
-54,385
|
-16%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.53M
|
+$1.46M
|
+64,718
|
+42%
|
|
|
8
|
|
$3.74M
|
+$954K
|
+42,429
|
+31%
|
|
|
9
|
United Asset Strategies
Garden City,
New York
|
$3.46M
|
+$148K
|
+6,589
|
+4%
|
|
|
10
|
Mariner
Overland Park,
Kansas
|
$2.86M
|
-$334K
|
-14,872
|
-10%
|
|
|
11
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$1.93M
|
+$2.09M
|
+92,780
|
New
|
|
|
12
|
Venturi Wealth Management
Austin,
Texas
|
$1.8M
|
+$214K
|
+9,510
|
+12%
|
|
|
13
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$1.48M
|
+$1.6M
|
+71,225
|
New
|
|
|
14
|
Stokes Capital Advisors
Greenwood,
South Carolina
|
$1.3M
|
-$675
|
-30
|
-0%
|
|
|
15
|
Geneos Wealth Management
Englewood,
Colorado
|
$882K
|
+$54.5K
|
+2,423
|
+6%
|
|
|
16
|
NewEdge Advisors
New Orleans,
Louisiana
|
$682K
|
+$747K
|
+33,218
|
New
|
|
|
17
|
Synovus Financial
Columbus,
Georgia
|
$449K
|
+$8.12K
|
+361
|
+2%
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$395K
|
+$427K
|
+18,979
|
New
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$322K
|
-$720
|
-32
|
-0.2%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$305K
|
-$44.1K
|
-1,961
|
-12%
|
|
|
21
|
Cedar Hill Associates
Chicago,
Illinois
|
$256K
|
–
|
–
|
–
|
|
|
22
|
James Investment Research
Alpha,
Ohio
|
$243K
|
+$111K
|
+4,920
|
+73%
|
|
|
23
|
LexAurum Advisors
Overland Park,
Kansas
|
$227K
|
+$246K
|
+10,923
|
New
|
|
|
24
|
First Interstate Bank
Billings,
Montana
|
$153K
|
+$165K
|
+7,350
|
New
|
|
|
25
|
Whitnell & Co
Oak Brook,
Illinois
|
$84K
|
+$91.1K
|
+4,050
|
New
|
|
