|
1
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$23.3M
|
-$2.97M
|
-164,538
|
-11%
|
|
|
2
|
Rain Capital Management
Lake Oswego,
Oregon
|
$8.98M
|
+$1.75M
|
+96,818
|
+23%
|
|
|
3
|
Proficio Capital Partners
Newton,
Massachusetts
|
$8.87M
|
-$5.46M
|
-302,267
|
-37%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.97M
|
+$5.43M
|
+300,674
|
+776%
|
|
|
5
|
Geneos Wealth Management
Englewood,
Colorado
|
$4.83M
|
-$1.95M
|
-108,182
|
-28%
|
|
|
6
|
Courage Capital Management
Nashville,
Tennessee
|
$4.26M
|
+$2.65M
|
+146,700
|
+154%
|
|
|
7
|
Minot Wealth Management
Westwood,
Massachusetts
|
$4.17M
|
-$924K
|
-51,165
|
-18%
|
|
|
8
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$3.3M
|
+$3.38M
|
+187,302
|
New
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.2M
|
+$3.09M
|
+171,197
|
+1,643%
|
|
|
10
|
JTC Employer Solutions Trustee
St Helier,
Jersey
|
$2.46M
|
+$2.52M
|
+139,578
|
New
|
|
|
11
|
Aveo Capital Partners
Englewood,
Colorado
|
$2.23M
|
+$1.64M
|
+90,969
|
+255%
|
|
|
12
|
Global Retirement Partners
San Rafael,
California
|
$2.03M
|
-$811K
|
-44,896
|
-28%
|
|
|
13
|
Samalin Investment Counsel
Chappaqua,
New York
|
$2.03M
|
-$152K
|
-8,420
|
-7%
|
|
|
14
|
Precision Wealth Strategies
Saint Louis,
Missouri
|
$1.92M
|
-$903K
|
-50,011
|
-31%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.42M
|
-$652K
|
-36,087
|
-31%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$1.33M
|
+$12.6K
|
+700
|
+0.9%
|
|
|
17
|
Mountain Lake Investment Management
Boca Raton,
Florida
|
$1.32M
|
–
|
–
|
–
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.26M
|
–
|
–
|
–
|
|
|
19
|
|
$1.12M
|
+$472K
|
+26,115
|
+70%
|
|
|
20
|
Mutual Advisors
Omaha,
Nebraska
|
$1.06M
|
+$16.7K
|
+925
|
+2%
|
|
|
21
|
Regal Investment Advisors
Kentwood,
Michigan
|
$1.05M
|
+$1.07M
|
+59,437
|
New
|
|
|
22
|
Neuberger Berman Group
New York
|
$977K
|
–
|
–
|
–
|
|
|
23
|
|
$925K
|
+$949K
|
+52,572
|
New
|
|
|
24
|
Equitable Holdings
New York
|
$668K
|
+$196K
|
+10,842
|
+40%
|
|
|
25
|
Merriman Wealth Management
Seattle,
Washington
|
$616K
|
+$632K
|
+35,000
|
New
|
|
