|
1
|
Valley Financial Management
New York
|
$12.3M
|
+$11.7M
|
+450,235
|
New
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.3M
|
+$9.85M
|
+379,171
|
New
|
|
|
3
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.17M
|
+$3.42M
|
+131,539
|
+614%
|
|
|
4
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.78M
|
-$2.57M
|
-98,943
|
-42%
|
|
|
5
|
|
$2.09M
|
+$959K
|
+36,928
|
+93%
|
|
|
6
|
|
$1.94M
|
-$678K
|
-26,092
|
-27%
|
|
|
7
|
Old Port Advisors
Portland,
Maine
|
$1.35M
|
-$45.4K
|
-1,749
|
-3%
|
|
|
8
|
Raymond James Trust
St. Petersburg,
Florida
|
$690K
|
-$52.4K
|
-2,017
|
-7%
|
|
|
9
|
Kestra Advisory Services
Austin,
Texas
|
$684K
|
+$11.8K
|
+454
|
+2%
|
|
|
10
|
Southland Equity Partners
Wildwood,
Missouri
|
$522K
|
+$121K
|
+4,641
|
+32%
|
|
|
11
|
Cedar Wealth Management
Walnut Creek,
California
|
$519K
|
-$807K
|
-31,098
|
-62%
|
|
|
12
|
Mariner
Overland Park,
Kansas
|
$445K
|
+$424K
|
+16,319
|
New
|
|
|
13
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$430K
|
-$135K
|
-5,190
|
-25%
|
|
|
14
|
Colorado Capital Management
Boulder,
Colorado
|
$401K
|
-$9.37K
|
-361
|
-2%
|
|
|
15
|
Old Mission Capital
Chicago,
Illinois
|
$389K
|
-$1.48M
|
-56,865
|
-80%
|
|
|
16
|
Capital Management
Glen Allen,
Virginia
|
$286K
|
–
|
–
|
–
|
|
|
17
|
LPL Financial
San Diego,
California
|
$268K
|
-$478K
|
-18,402
|
-65%
|
|
|
18
|
Beacon Financial Group
Dallas,
Texas
|
$249K
|
-$987
|
-38
|
-0.4%
|
|
|
19
|
Fisher Asset Management
Camas,
Washington
|
$248K
|
+$236K
|
+9,076
|
New
|
|
|
20
|
HeadInvest LLC
Portland,
Maine
|
$240K
|
+$229K
|
+8,800
|
New
|
|
|
21
|
IFP Advisors
Tampa,
Florida
|
$217K
|
-$65.7K
|
-2,531
|
-24%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$202K
|
-$145K
|
-5,601
|
-43%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$161K
|
+$21.6K
|
+831
|
+16%
|
|
|
24
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$155K
|
+$52
|
+2
|
+0%
|
|
|
25
|
Harbour Investments
Madison,
Wisconsin
|
$154K
|
+$49.8K
|
+1,916
|
+51%
|
|
