|
1
|
|
$7.59M
|
+$7.59M
|
+163,989
|
New
|
|
|
2
|
Financial Advocates Investment Management
Olympia,
Washington
|
$3.71M
|
+$246K
|
+5,325
|
+7%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.92M
|
+$2.03M
|
+43,849
|
+227%
|
|
|
4
|
Brighton Jones LLC
Seattle,
Washington
|
$2.41M
|
+$266K
|
+5,742
|
+12%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$2.09M
|
+$393K
|
+8,485
|
+23%
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$1.63M
|
+$432K
|
+9,331
|
+36%
|
|
|
7
|
Cedar Wealth Management
Walnut Creek,
California
|
$1.4M
|
+$692K
|
+14,965
|
+98%
|
|
|
8
|
Versant Capital Management
Phoenix,
Arizona
|
$1.1M
|
–
|
–
|
–
|
|
|
9
|
Shine Investment Advisory Services
Lone Tree,
Colorado
|
$773K
|
-$22.2K
|
-480
|
-3%
|
|
|
10
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$566K
|
+$565K
|
+12,222
|
New
|
|
|
11
|
Mission Wealth Management
Santa Barbara,
California
|
$536K
|
-$15.3K
|
-330
|
-3%
|
|
|
12
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$377K
|
–
|
–
|
–
|
|
|
13
|
Equitable Holdings
New York
|
$333K
|
–
|
–
|
–
|
|
|
14
|
Empirical Wealth Management
Seattle,
Washington
|
$317K
|
+$317K
|
+6,861
|
New
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$304K
|
+$37K
|
+800
|
+14%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$303K
|
+$62.9K
|
+1,359
|
+26%
|
|
|
17
|
Ritholtz Wealth Management
New York
|
$278K
|
+$278K
|
+6,000
|
New
|
|
|
18
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$274K
|
+$274K
|
+5,923
|
New
|
|
|
19
|
HighTower Advisors
Chicago,
Illinois
|
$243K
|
–
|
–
|
–
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$216K
|
-$75.7K
|
-1,637
|
-26%
|
|
|
21
|
Main Management
San Francisco,
California
|
$167K
|
+$167K
|
+3,600
|
New
|
|
|
22
|
Next Financial Group
Houston,
Texas
|
$93K
|
+$92.5K
|
+2,000
|
New
|
|
|
23
|
TimeScale Financial
Danvers,
Massachusetts
|
$69K
|
+$68.6K
|
+1,482
|
New
|
|
|
24
|
Valeo Financial Advisors
Carmel,
Indiana
|
$60K
|
+$18.6K
|
+402
|
+45%
|
|
|
25
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$53K
|
–
|
–
|
–
|
|
