|
1
|
Client First Investment Management
West Bend,
Wisconsin
|
$100M
|
+$2.78M
|
+64,504
|
+3%
|
|
|
2
|
IronBridge Private Wealth
Austin,
Texas
|
$13.9M
|
–
|
–
|
–
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.1M
|
-$338K
|
-7,863
|
-4%
|
|
|
4
|
Stephens Inc
Little Rock,
Arkansas
|
$2.26M
|
+$129K
|
+2,987
|
+6%
|
|
|
5
|
Ankerstar Wealth
Leander,
Texas
|
$1.73M
|
+$1.74M
|
+40,448
|
New
|
|
|
6
|
SHP Wealth Management
Plymouth,
Massachusetts
|
$658K
|
+$662K
|
+15,368
|
New
|
|
|
7
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$411K
|
-$1.81K
|
-42
|
-0.4%
|
|
|
8
|
Worth Asset Management
Dallas,
Texas
|
$396K
|
-$84.5K
|
-1,962
|
-18%
|
|
|
9
|
West Michigan Advisors
Holland,
Michigan
|
$373K
|
+$35.1K
|
+816
|
+10%
|
|
|
10
|
Davis Investment Partners
Charlotte,
North Carolina
|
$341K
|
+$336K
|
+7,807
|
New
|
|
|
11
|
SeaCrest Wealth Management
Purchase,
New York
|
$291K
|
+$280K
|
+6,503
|
New
|
|
|
12
|
Accel Wealth Management
Waverly,
Iowa
|
$275K
|
+$276K
|
+6,412
|
New
|
|
|
13
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$244K
|
+$245K
|
+5,686
|
New
|
|
|
14
|
IFP Advisors
Tampa,
Florida
|
$105K
|
–
|
–
|
–
|
|
|
15
|
Global Retirement Partners
San Rafael,
California
|
$29.7K
|
-$1.72K
|
-40
|
-5%
|
|
|
16
|
Ancora Advisors
Cleveland,
Ohio
|
$25.7K
|
–
|
–
|
–
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$7.63K
|
-$19.2K
|
-445
|
-71%
|
|
|
18
|
Geneos Wealth Management
Englewood,
Colorado
|
–
|
-$627K
|
-14,756
|
Closed
|
|
