|
1
|
Daiwa Securities Group
Tokyo,
Japan
|
$392M
|
-$130M
|
-3,100,000
|
-25%
|
|
|
2
|
|
$92M
|
+$87.8K
|
+2,101
|
+0.1%
|
|
|
3
|
Elevation Capital Advisory
Bend,
Oregon
|
$8.3M
|
+$8.04M
|
+192,285
|
New
|
|
|
4
|
LPL Financial
San Diego,
California
|
$3.7M
|
+$336K
|
+8,045
|
+10%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.7M
|
-$745K
|
-17,818
|
-31%
|
|
|
6
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1.38M
|
+$51.7K
|
+1,237
|
+4%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.29M
|
+$911K
|
+21,786
|
+266%
|
|
|
8
|
Perennial Investment Advisors
Los Angeles,
California
|
$1.17M
|
-$53.8K
|
-1,286
|
-5%
|
|
|
9
|
Wealthfront Advisers
Palo Alto,
California
|
$1.09M
|
+$216K
|
+5,163
|
+26%
|
|
|
10
|
HighTower Advisors
Chicago,
Illinois
|
$870K
|
-$13.8K
|
-331
|
-2%
|
|
|
11
|
Stifel Financial
St. Louis,
Missouri
|
$807K
|
-$105K
|
-2,500
|
-12%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$754K
|
+$6.82K
|
+163
|
+0.9%
|
|
|
13
|
Freedom Investment Management
Hartford,
Connecticut
|
$752K
|
-$354K
|
-8,474
|
-33%
|
|
|
14
|
Smart Portfolios LLC
Seattle,
Washington
|
$660K
|
-$2.97K
|
-71
|
-0.5%
|
|
|
15
|
APS Management Group
Torrance,
California
|
$524K
|
+$507K
|
+12,135
|
New
|
|
|
16
|
Syntegra Private Wealth Group
Chesterfield,
Missouri
|
$472K
|
+$42.3K
|
+1,011
|
+10%
|
|
|
17
|
Merit Financial Group
Alpharetta,
Georgia
|
$467K
|
-$74.1K
|
-1,773
|
-14%
|
|
|
18
|
|
$462K
|
+$448K
|
+10,705
|
New
|
|
|
19
|
Western Wealth Management
Golden,
Colorado
|
$445K
|
-$19.3K
|
-462
|
-4%
|
|
|
20
|
|
$438K
|
+$425K
|
+10,155
|
New
|
|
|
21
|
IHT Wealth Management
Chicago,
Illinois
|
$365K
|
+$15.3K
|
+367
|
+5%
|
|
|
22
|
Farrow Financial
Randolph,
Vermont
|
$360K
|
–
|
–
|
–
|
|
|
23
|
Two Sigma Investments
New York
|
$302K
|
+$293K
|
+7,000
|
New
|
|
|
24
|
Snowden Capital Advisors
New York
|
$300K
|
–
|
–
|
–
|
|
|
25
|
Mercer Global Advisors
Denver,
Colorado
|
$276K
|
+$267K
|
+6,391
|
New
|
|
