|
1
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$19.2M
|
-$3.94M
|
-221,501
|
-17%
|
|
|
2
|
Greenline Partners
New York
|
$14.1M
|
+$14.4M
|
+807,626
|
New
|
|
|
3
|
Proficio Capital Partners
Newton,
Massachusetts
|
$9.78M
|
+$1M
|
+56,200
|
+11%
|
|
|
4
|
Rain Capital Management
Lake Oswego,
Oregon
|
$8.31M
|
-$607K
|
-34,102
|
-7%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.99M
|
+$65.7K
|
+3,692
|
+1%
|
|
|
6
|
Geneos Wealth Management
Englewood,
Colorado
|
$4.66M
|
-$96.4K
|
-5,415
|
-2%
|
|
|
7
|
Minot Wealth Management
Westwood,
Massachusetts
|
$4.03M
|
-$23.1K
|
-1,295
|
-0.6%
|
|
|
8
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$3.39M
|
+$123K
|
+6,902
|
+4%
|
|
|
9
|
Courage Capital Management
Nashville,
Tennessee
|
$3.35M
|
-$890K
|
-50,000
|
-21%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.2M
|
+$34.1K
|
+1,918
|
+1%
|
|
|
11
|
Aveo Capital Partners
Englewood,
Colorado
|
$3.08M
|
+$881K
|
+49,504
|
+39%
|
|
|
12
|
JTC Employer Solutions Trustee
St Helier,
Jersey
|
$2.44M
|
–
|
–
|
–
|
|
|
13
|
IMC Chicago
Chicago,
Illinois
|
$2.27M
|
+$2.32M
|
+130,220
|
New
|
|
|
14
|
Global Retirement Partners
San Rafael,
California
|
$2.01M
|
-$6.28K
|
-353
|
-0.3%
|
|
|
15
|
Samalin Investment Counsel
Chappaqua,
New York
|
$2M
|
-$11.7K
|
-660
|
-0.6%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.81M
|
+$1.85M
|
+103,890
|
New
|
|
|
17
|
|
$1.44M
|
+$527K
|
+29,631
|
+56%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.32M
|
+$70.1K
|
+3,937
|
+6%
|
|
|
19
|
Mountain Lake Investment Management
Boca Raton,
Florida
|
$1.22M
|
-$89K
|
-5,000
|
-7%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.21M
|
-$202K
|
-11,329
|
-14%
|
|
|
21
|
Mutual Advisors
Omaha,
Nebraska
|
$1.06M
|
+$10.2K
|
+575
|
+1%
|
|
|
22
|
Regal Investment Advisors
Kentwood,
Michigan
|
$1.06M
|
+$22.1K
|
+1,241
|
+2%
|
|
|
23
|
Equitable Holdings
New York
|
$1.01M
|
+$355K
|
+19,919
|
+52%
|
|
|
24
|
Neuberger Berman Group
New York
|
$969K
|
–
|
–
|
–
|
|
|
25
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$786K
|
+$801K
|
+45,000
|
New
|
|
