|
1
|
Gratus Capital
Atlanta,
Georgia
|
$50.5M
|
-$6.45M
|
-127,496
|
-11%
|
|
|
2
|
Requisite Capital Management
Dallas,
Texas
|
$6.56M
|
+$4.25M
|
+83,993
|
+187%
|
|
|
3
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$3.63M
|
+$1.78M
|
+35,164
|
+96%
|
|
|
4
|
Congress Wealth Management
Boston,
Massachusetts
|
$3.05M
|
+$712K
|
+14,079
|
+30%
|
|
|
5
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$3.04M
|
+$3.04M
|
+60,086
|
New
|
|
|
6
|
Stifel Financial
St. Louis,
Missouri
|
$2.67M
|
+$2.34M
|
+46,296
|
+717%
|
|
|
7
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.56M
|
+$2.02M
|
+39,929
|
+383%
|
|
|
8
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$2.39M
|
+$2.39M
|
+47,313
|
New
|
|
|
9
|
Lewis Asset Management
Lafayette,
California
|
$2.11M
|
+$2.11M
|
+41,673
|
New
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$1.85M
|
+$1.84M
|
+36,451
|
+25,490%
|
|
|
11
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$1.79M
|
+$569K
|
+11,244
|
+46%
|
|
|
12
|
Secure Asset Management
Troy,
Michigan
|
$1.39M
|
+$1.39M
|
+27,550
|
New
|
|
|
13
|
LPL Financial
San Diego,
California
|
$1.35M
|
+$961K
|
+19,001
|
+246%
|
|
|
14
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$1.14M
|
+$1.14M
|
+22,600
|
New
|
|
|
15
|
Independent Financial Group
San Diego,
California
|
$1.05M
|
+$1.05M
|
+20,698
|
New
|
|
|
16
|
Islay Capital Management
Lubbock,
Texas
|
$885K
|
+$379K
|
+7,500
|
+75%
|
|
|
17
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$883K
|
+$883K
|
+17,450
|
New
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$769K
|
+$769K
|
+15,204
|
New
|
|
|
19
|
Concurrent Investment Advisors
Tampa,
Florida
|
$531K
|
+$531K
|
+10,498
|
New
|
|
|
20
|
|
$450K
|
-$1.23M
|
-24,386
|
-73%
|
|
|
21
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$409K
|
-$113K
|
-2,230
|
-22%
|
|
|
22
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$304K
|
+$27.2K
|
+537
|
+10%
|
|
|
23
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$239K
|
+$240K
|
+4,743
|
New
|
|
|
24
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$75K
|
+$75K
|
+1,482
|
New
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.63K
|
-$8.65K
|
-171
|
-57%
|
|
