|
1
|
|
$47.9M
|
+$42.2M
|
+2,055,683
|
+1,674%
|
|
|
2
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
$27.3M
|
+$11.1M
|
+539,859
|
+77%
|
|
|
3
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$18.8M
|
+$16.4M
|
+799,849
|
+1,465%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13.8M
|
-$1.1M
|
-53,385
|
-8%
|
|
|
5
|
Alerus Financial
Grand Forks,
North Dakota
|
$11.6M
|
-$1.17K
|
-57
|
-0%
|
|
|
6
|
Proficio Capital Partners
Newton,
Massachusetts
|
$9.46M
|
+$1.44M
|
+70,000
|
+19%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.09M
|
-$2.92M
|
-142,219
|
-26%
|
|
|
8
|
Augustine Asset Management
Jacksonville,
Florida
|
$8M
|
-$82.9K
|
-4,039
|
-1%
|
|
|
9
|
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
|
$7.79M
|
-$4.09M
|
-199,227
|
-36%
|
|
|
10
|
Osborne Partners Capital Management
San Francisco,
California
|
$7.01M
|
+$385K
|
+18,760
|
+6%
|
|
|
11
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$5.89M
|
+$4.04M
|
+197,101
|
+278%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.82M
|
-$122K
|
-5,932
|
-3%
|
|
|
13
|
Geneos Wealth Management
Englewood,
Colorado
|
$4.66M
|
-$186K
|
-9,042
|
-4%
|
|
|
14
|
Renaissance Technologies
New York
|
$4.25M
|
+$1.82M
|
+88,800
|
+85%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.19M
|
-$222K
|
-10,811
|
-5%
|
|
|
16
|
Courage Capital Management
Nashville,
Tennessee
|
$4.05M
|
–
|
–
|
–
|
|
|
17
|
Cetera Advisor Networks
El Segundo,
California
|
$3.9M
|
-$1.87M
|
-90,930
|
-34%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$3.89M
|
+$211K
|
+10,262
|
+6%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.38M
|
-$322K
|
-15,685
|
-9%
|
|
|
20
|
Winch Advisory Services
Appleton,
Wisconsin
|
$3.27M
|
+$3.05M
|
+148,662
|
New
|
|
|
21
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$2.95M
|
+$28.8K
|
+1,406
|
+1%
|
|
|
22
|
China Universal Asset Management Company
Shanghai,
China
|
$2.81M
|
-$205K
|
-10,000
|
-7%
|
|
|
23
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$2.54M
|
+$28.4K
|
+1,382
|
+1%
|
|
|
24
|
Retirement Guys Formula
Maumee,
Ohio
|
$2.54M
|
+$180K
|
+8,755
|
+8%
|
|
|
25
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$2.51M
|
-$5.33K
|
-260
|
-0.2%
|
|
