|
1
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$68.4M
|
+$46.2M
|
+1,004,781
|
+222%
|
|
|
2
|
ACG Wealth
Atlanta,
Georgia
|
$11.3M
|
-$1.87M
|
-40,733
|
-15%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$7.04M
|
-$3.36M
|
-73,090
|
-33%
|
|
|
4
|
|
$6.05M
|
+$1.52M
|
+33,008
|
+34%
|
|
|
5
|
Ashfield Capital Partners
San Francisco,
California
|
$4.41M
|
-$3.1M
|
-67,436
|
Closed
|
|
|
6
|
WESCAP Management Group
Glendale,
California
|
$4.2M
|
+$288K
|
+6,265
|
+8%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$3.32M
|
+$756K
|
+16,451
|
+30%
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.2M
|
-$56.5K
|
-1,228
|
-2%
|
|
|
9
|
Financial Advocates Investment Management
Olympia,
Washington
|
$1.95M
|
-$207K
|
-4,500
|
-10%
|
|
|
10
|
FMA Advisory
Harrisburg,
Pennsylvania
|
$1.16M
|
+$1.14M
|
+24,795
|
New
|
|
|
11
|
SPC Financial Inc
Rockville,
Maryland
|
$964K
|
+$254K
|
+5,533
|
+37%
|
|
|
12
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$853K
|
–
|
–
|
–
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$461K
|
+$133K
|
+2,883
|
+41%
|
|
|
14
|
|
$445K
|
+$436K
|
+9,486
|
New
|
|
|
15
|
|
$331K
|
-$3.22M
|
-70,017
|
-91%
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$292K
|
+$286K
|
+6,224
|
New
|
|
|
17
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$272K
|
-$152K
|
-3,300
|
-36%
|
|
|
18
|
MGO One Seven
Beachwood,
Ohio
|
$219K
|
+$9.19K
|
+200
|
+4%
|
|
|
19
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$209K
|
+$42.8K
|
+930
|
+26%
|
|
|
20
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$103K
|
+$101K
|
+2,200
|
New
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$85K
|
+$65.7K
|
+1,429
|
+366%
|
|
|
22
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$46K
|
+$18.8K
|
+410
|
+71%
|
|
|
23
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$34K
|
–
|
–
|
–
|
|
|
24
|
SignatureFD
Atlanta,
Georgia
|
$29K
|
+$28K
|
+610
|
New
|
|
|
25
|
Advisory Services Network
Atlanta,
Georgia
|
$16K
|
–
|
–
|
–
|
|
