|
1
|
D.A. Davidson & Co
Great Falls,
Montana
|
$56.6M
|
+$1.37M
|
+66,889
|
+2%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$56M
|
+$2.31M
|
+112,723
|
+4%
|
|
|
3
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$23.8M
|
+$28.3M
|
+1,381,338
|
+6,710%
|
|
|
4
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$14.5M
|
+$15.2M
|
+739,222
|
+798%
|
|
|
5
|
|
$6.56M
|
-$780K
|
-38,022
|
-9%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.87M
|
-$150K
|
-7,291
|
-2%
|
|
|
7
|
3D Asset Management
Hartford,
Connecticut
|
$5.74M
|
+$6.74M
|
+328,671
|
New
|
|
|
8
|
Spinnaker Trust
Portland,
Maine
|
$4.04M
|
+$4.75M
|
+231,769
|
New
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$3.18M
|
+$3.73M
|
+182,015
|
+171,712%
|
|
|
10
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$2.68M
|
-$9.62M
|
-469,032
|
-75%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.61M
|
+$18.7K
|
+912
|
+1%
|
|
|
12
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$1.43M
|
+$266K
|
+12,955
|
+19%
|
|
|
13
|
Leavell Investment Management
Mobile,
Alabama
|
$1.13M
|
–
|
–
|
–
|
|
|
14
|
Advisory Services Network
Atlanta,
Georgia
|
$777K
|
–
|
–
|
–
|
|
|
15
|
|
$634K
|
+$745K
|
+36,305
|
New
|
|
|
16
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$538K
|
–
|
–
|
–
|
|
|
17
|
Ramiah Investment Group
Brookfield,
Wisconsin
|
$465K
|
+$14.3K
|
+695
|
+3%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$405K
|
-$3.1K
|
-151
|
-0.6%
|
|
|
19
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$331K
|
+$212K
|
+10,311
|
+119%
|
|
|
20
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$310K
|
-$22.4K
|
-1,090
|
-6%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$225K
|
+$264K
|
+12,887
|
New
|
|
|
22
|
Mutual Advisors
Omaha,
Nebraska
|
$217K
|
-$75.6K
|
-3,686
|
-23%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$151K
|
+$177K
|
+8,622
|
New
|
|
|
24
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$41K
|
–
|
–
|
–
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$16K
|
+$19K
|
+926
|
New
|
|
