|
1
|
Washington Trust Bank
Spokane,
Washington
|
$14.9M
|
+$14.9M
|
+296,396
|
New
|
|
|
2
|
Wealthsimple US
Brooklyn,
New York
|
$12.6M
|
+$12.6M
|
+251,666
|
New
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$7.49M
|
+$322K
|
+6,415
|
+4%
|
|
|
4
|
American Institute for Advanced Investment Management
Scottsdale,
Arizona
|
$6.21M
|
+$6.21M
|
+123,607
|
New
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$5.07M
|
+$385K
|
+7,658
|
+8%
|
|
|
6
|
|
$3.81M
|
+$1.95M
|
+38,767
|
+104%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$3.37M
|
+$353K
|
+7,036
|
+12%
|
|
|
8
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$2.38M
|
+$2.38M
|
+47,394
|
New
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.81M
|
+$6.83K
|
+136
|
+0.4%
|
|
|
10
|
|
$1.35M
|
+$877K
|
+17,463
|
+184%
|
|
|
11
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$1.33M
|
+$8.99K
|
+179
|
+0.7%
|
|
|
12
|
Alpha Cubed Investments
Irvine,
California
|
$1.24M
|
–
|
–
|
–
|
|
|
13
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$1.09M
|
+$54.3K
|
+1,082
|
+5%
|
|
|
14
|
MainStreet Investment Advisors
Chicago,
Illinois
|
$995K
|
+$64.8K
|
+1,290
|
+7%
|
|
|
15
|
Advisor Group
Phoenix,
Arizona
|
$905K
|
+$69.2K
|
+1,377
|
+8%
|
|
|
16
|
Bigelow Investment Advisors
Portland,
Maine
|
$895K
|
+$273K
|
+5,441
|
+44%
|
|
|
17
|
Centaurus Financial
Anaheim,
California
|
$809K
|
-$91.5K
|
-1,822
|
-10%
|
|
|
18
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$791K
|
-$4.52K
|
-90
|
-0.6%
|
|
|
19
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$700K
|
+$158K
|
+3,155
|
+29%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$653K
|
-$151
|
-3
|
-0%
|
|
|
21
|
Advisory Services Network
Atlanta,
Georgia
|
$621K
|
+$433K
|
+8,629
|
+231%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$536K
|
-$348K
|
-6,932
|
-39%
|
|
|
23
|
Focus Financial Network
Minneapolis,
Minnesota
|
$503K
|
+$4.32K
|
+86
|
+0.9%
|
|
|
24
|
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
|
$495K
|
+$495K
|
+9,859
|
New
|
|
|
25
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$465K
|
–
|
–
|
–
|
|
