|
1
|
|
$10.6M
|
+$1.13M
|
+22,002
|
+13%
|
|
|
2
|
InterOcean Capital Group
Nashville,
Tennessee
|
$7.09M
|
+$6.39M
|
+124,770
|
New
|
|
|
3
|
Old Mission Capital
Chicago,
Illinois
|
$5.32M
|
+$4.79M
|
+93,544
|
New
|
|
|
4
|
Financial Advocates Investment Management
Olympia,
Washington
|
$4.76M
|
+$176K
|
+3,430
|
+4%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.21M
|
+$557K
|
+10,875
|
+17%
|
|
|
6
|
Brighton Jones LLC
Seattle,
Washington
|
$3.48M
|
+$471K
|
+9,182
|
+18%
|
|
|
7
|
AGF Investments Inc
Toronto,
Ontario, Canada
|
$2.85M
|
+$2.56M
|
+50,000
|
New
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$2.79M
|
+$192K
|
+3,751
|
+8%
|
|
|
9
|
Creative Planning
Overland Park,
Kansas
|
$1.88M
|
-$112K
|
-2,186
|
-6%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$1.78M
|
+$1.27M
|
+24,760
|
+378%
|
|
|
11
|
Cedar Wealth Management
Walnut Creek,
California
|
$1.74M
|
+$16.2K
|
+316
|
+1%
|
|
|
12
|
Versant Capital Management
Phoenix,
Arizona
|
$1.41M
|
+$48.7K
|
+951
|
+4%
|
|
|
13
|
Trek Financial
Scottsdale,
Arizona
|
$1.17M
|
+$1.06M
|
+20,623
|
New
|
|
|
14
|
Atria Investments
Charlotte,
North Carolina
|
$1.12M
|
+$1.01M
|
+19,688
|
New
|
|
|
15
|
Danda Trouve Investment Management
Prairie Village,
Kansas
|
$916K
|
+$826K
|
+16,112
|
New
|
|
|
16
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$861K
|
+$773K
|
+15,094
|
New
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$795K
|
+$478K
|
+9,331
|
+200%
|
|
|
18
|
NewEdge Advisors
New Orleans,
Louisiana
|
$779K
|
+$702K
|
+13,705
|
New
|
|
|
19
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$695K
|
+$51
|
+1
|
+0%
|
|
|
20
|
Mission Wealth Management
Santa Barbara,
California
|
$664K
|
+$4.61K
|
+90
|
+0.8%
|
|
|
21
|
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
|
$640K
|
+$544K
|
+10,610
|
New
|
|
|
22
|
tru Independence
Portland,
Oregon
|
$569K
|
+$512K
|
+10,000
|
New
|
|
|
23
|
Fort Sheridan Advisors
Highland Park,
Illinois
|
$463K
|
+$417K
|
+8,140
|
New
|
|
|
24
|
Regal Investment Advisors
Kentwood,
Michigan
|
$426K
|
+$384K
|
+7,498
|
New
|
|
|
25
|
Empirical Wealth Management
Seattle,
Washington
|
$390K
|
–
|
–
|
–
|
|
