|
1
|
Bank of America
Charlotte,
North Carolina
|
$13.3M
|
+$7.9M
|
+156,767
|
+155%
|
|
|
2
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$8.87M
|
+$8.66M
|
+171,895
|
New
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$7.38M
|
-$319K
|
-6,321
|
-4%
|
|
|
4
|
American Institute for Advanced Investment Management
Scottsdale,
Arizona
|
$6.33M
|
-$41.4K
|
-822
|
-0.7%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$5.36M
|
+$1.86M
|
+36,824
|
+55%
|
|
|
6
|
Weaver Consulting Group
Huntington Beach,
California
|
$4.57M
|
+$4.46M
|
+88,539
|
New
|
|
|
7
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$3.22M
|
+$3.14M
|
+62,355
|
New
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.71M
|
+$833K
|
+16,521
|
+46%
|
|
|
9
|
|
$1.96M
|
-$1.91M
|
-37,950
|
-50%
|
|
|
10
|
|
$1.85M
|
+$1.8M
|
+35,788
|
New
|
|
|
11
|
Wealthsimple US
Brooklyn,
New York
|
$1.68M
|
-$11M
|
-219,098
|
-87%
|
|
|
12
|
Bailard
Foster City,
California
|
$1.61M
|
+$1.57M
|
+31,130
|
New
|
|
|
13
|
Alpha Cubed Investments
Irvine,
California
|
$1.27M
|
–
|
–
|
–
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.25M
|
+$2.28M
|
+45,185
|
New
|
|
|
15
|
Bigelow Investment Advisors
Portland,
Maine
|
$1.22M
|
+$297K
|
+5,898
|
+33%
|
|
|
16
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$1.18M
|
-$180K
|
-3,581
|
-14%
|
|
|
17
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$1.02M
|
-$96K
|
-1,905
|
-9%
|
|
|
18
|
MainStreet Investment Advisors
Chicago,
Illinois
|
$985K
|
-$37.3K
|
-740
|
-4%
|
|
|
19
|
Centaurus Financial
Anaheim,
California
|
$878K
|
+$45.6K
|
+905
|
+6%
|
|
|
20
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$810K
|
-$2.02K
|
-40
|
-0.3%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$740K
|
+$66.9K
|
+1,327
|
+10%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$695K
|
+$140K
|
+2,780
|
+26%
|
|
|
23
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$615K
|
-$102K
|
-2,018
|
-14%
|
|
|
24
|
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
|
$610K
|
+$99.4K
|
+1,973
|
+20%
|
|
|
25
|
First National Corp
Rockland,
Massachusetts
|
$490K
|
+$20K
|
+397
|
+6%
|
|
