|
1
|
Valley Financial Management
New York
|
$13.3M
|
+$788K
|
+25,625
|
+6%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.8M
|
-$874K
|
-28,397
|
-7%
|
|
|
3
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.77M
|
+$22.4K
|
+727
|
+0.5%
|
|
|
4
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.22M
|
-$179K
|
-5,830
|
-4%
|
|
|
5
|
International Assets Investment Management
Orlando,
Florida
|
$2.55M
|
+$1.45M
|
+47,229
|
New
|
|
|
6
|
|
$2.34M
|
+$1.4M
|
+45,592
|
+148%
|
|
|
7
|
|
$2.13M
|
-$32.6K
|
-1,059
|
-2%
|
|
|
8
|
Cedar Wealth Management
Walnut Creek,
California
|
$1.51M
|
-$21.1K
|
-687
|
-1%
|
|
|
9
|
Mariner
Overland Park,
Kansas
|
$911K
|
+$280K
|
+9,117
|
+44%
|
|
|
10
|
Kestra Advisory Services
Austin,
Texas
|
$880K
|
+$13.4K
|
+437
|
+2%
|
|
|
11
|
Raymond James Trust
St. Petersburg,
Florida
|
$778K
|
–
|
–
|
–
|
|
|
12
|
LPL Financial
San Diego,
California
|
$608K
|
+$172K
|
+5,583
|
+39%
|
|
|
13
|
Southland Equity Partners
Wildwood,
Missouri
|
$575K
|
-$12.8K
|
-416
|
-2%
|
|
|
14
|
Harbour Investments
Madison,
Wisconsin
|
$518K
|
+$151K
|
+4,922
|
+41%
|
|
|
15
|
Colorado Capital Management
Boulder,
Colorado
|
$439K
|
-$3.63K
|
-118
|
-0.8%
|
|
|
16
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$416K
|
-$55.4K
|
-1,800
|
-12%
|
|
|
17
|
Citadel Advisors
Miami,
Florida
|
$384K
|
-$13.8K
|
-448
|
-3%
|
|
|
18
|
HighTower Advisors
Chicago,
Illinois
|
$343K
|
–
|
–
|
–
|
|
|
19
|
HeadInvest LLC
Portland,
Maine
|
$328K
|
+$62.4K
|
+2,028
|
+23%
|
|
|
20
|
Capital Management
Glen Allen,
Virginia
|
$321K
|
–
|
–
|
–
|
|
|
21
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$304K
|
+$118K
|
+3,847
|
+65%
|
|
|
22
|
Fisher Asset Management
Camas,
Washington
|
$283K
|
+$3.69K
|
+120
|
+1%
|
|
|
23
|
Beacon Financial Group
Dallas,
Texas
|
$276K
|
+$400
|
+13
|
+0.1%
|
|
|
24
|
Cetera Advisor Networks
El Segundo,
California
|
$274K
|
+$50.8K
|
+1,650
|
+23%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$267K
|
-$28.9K
|
-939
|
-10%
|
|
