|
1
|
|
$42.8M
|
-$7.32M
|
-316,207
|
-15%
|
|
|
2
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
$32.2M
|
+$3.72M
|
+160,952
|
+13%
|
|
|
3
|
Proficio Capital Partners
Newton,
Massachusetts
|
$15.9M
|
+$6.04M
|
+260,970
|
+61%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13.5M
|
-$888K
|
-38,370
|
-6%
|
|
|
5
|
Alerus Financial
Grand Forks,
North Dakota
|
$12.2M
|
–
|
–
|
–
|
|
|
6
|
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
|
$11.3M
|
+$3.13M
|
+135,128
|
+38%
|
|
|
7
|
Augustine Asset Management
Jacksonville,
Florida
|
$8.26M
|
-$107K
|
-4,634
|
-1%
|
|
|
8
|
Osborne Partners Capital Management
San Francisco,
California
|
$7.57M
|
+$235K
|
+10,162
|
+3%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.19M
|
-$3.34M
|
-144,452
|
-35%
|
|
|
10
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$5.5M
|
-$670K
|
-28,976
|
-11%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.94M
|
-$108K
|
-4,666
|
-2%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$4.91M
|
+$849K
|
+36,682
|
+21%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.87M
|
+$485K
|
+20,942
|
+11%
|
|
|
14
|
Geneos Wealth Management
Englewood,
Colorado
|
$4.67M
|
-$216K
|
-9,330
|
-4%
|
|
|
15
|
Courage Capital Management
Nashville,
Tennessee
|
$4.24M
|
–
|
–
|
–
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.94M
|
+$404K
|
+17,480
|
+11%
|
|
|
17
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$3.57M
|
-$16.2M
|
-699,565
|
-82%
|
|
|
18
|
Winch Advisory Services
Appleton,
Wisconsin
|
$3.49M
|
+$65.9K
|
+2,849
|
+2%
|
|
|
19
|
China Universal Asset Management Company
Shanghai,
China
|
$2.94M
|
–
|
–
|
–
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.8M
|
+$987K
|
+42,641
|
+54%
|
|
|
21
|
Global Retirement Partners
San Rafael,
California
|
$2.66M
|
+$244K
|
+10,532
|
+10%
|
|
|
22
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$2.66M
|
+$72.7K
|
+3,143
|
+3%
|
|
|
23
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$2.62M
|
-$469K
|
-20,277
|
-15%
|
|
|
24
|
Axxcess Wealth Management
Carlsbad,
California
|
$2.6M
|
+$60.3K
|
+2,606
|
+2%
|
|
|
25
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$2.55M
|
+$278K
|
+12,000
|
+12%
|
|
