|
1
|
InterOcean Capital
Chicago,
Illinois
|
$4.44M
|
+$4.14M
|
+103,695
|
New
|
|
|
2
|
Financial Advocates Investment Management
Olympia,
Washington
|
$3.21M
|
+$2.99M
|
+74,881
|
New
|
|
|
3
|
Brighton Jones LLC
Seattle,
Washington
|
$1.98M
|
+$1.29M
|
+32,378
|
+233%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$1.58M
|
+$879K
|
+22,020
|
+149%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$1.11M
|
+$639K
|
+15,992
|
+160%
|
|
|
6
|
Versant Capital Management
Phoenix,
Arizona
|
$1.02M
|
+$950K
|
+23,793
|
New
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$827K
|
+$754K
|
+18,889
|
+4,641%
|
|
|
8
|
Shine Investment Advisory Services
Lone Tree,
Colorado
|
$736K
|
+$166K
|
+4,145
|
+32%
|
|
|
9
|
Cedar Wealth Management
Walnut Creek,
California
|
$653K
|
+$608K
|
+15,231
|
New
|
|
|
10
|
Mission Wealth Management
Santa Barbara,
California
|
$510K
|
–
|
–
|
–
|
|
|
11
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$376K
|
+$320K
|
+8,005
|
New
|
|
|
12
|
Regal Investment Advisors
Kentwood,
Michigan
|
$350K
|
+$326K
|
+8,162
|
New
|
|
|
13
|
Equitable Holdings
New York
|
$308K
|
–
|
–
|
–
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$270K
|
-$32.1K
|
-803
|
-11%
|
|
|
15
|
AJ Wealth Strategies
New York
|
$250K
|
+$799
|
+20
|
+0.3%
|
|
|
16
|
Nomura Asset Management
Tokyo,
Japan
|
$247K
|
+$230K
|
+5,769
|
New
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$247K
|
+$231K
|
+5,774
|
New
|
|
|
18
|
HighTower Advisors
Chicago,
Illinois
|
$226K
|
+$210K
|
+5,270
|
New
|
|
|
19
|
LPL Financial
San Diego,
California
|
$222K
|
+$207K
|
+5,190
|
New
|
|
|
20
|
tru Independence
Portland,
Oregon
|
$214K
|
+$200K
|
+5,000
|
New
|
|
|
21
|
Private Advisor Group
Morristown,
New Jersey
|
$120K
|
+$112K
|
+2,798
|
New
|
|
|
22
|
Procyon Advisors
Shelton,
Connecticut
|
$72K
|
-$2.12K
|
-53
|
-3%
|
|
|
23
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$53K
|
–
|
–
|
–
|
|
|
24
|
Tarbox Family Office
Newport Beach,
California
|
$48K
|
+$45.1K
|
+1,130
|
New
|
|
|
25
|
Valeo Financial Advisors
Carmel,
Indiana
|
$38K
|
+$35.5K
|
+890
|
New
|
|
