|
1
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$38.8M
|
-$30.1M
|
-639,050
|
-44%
|
|
|
2
|
|
$15.9M
|
+$9.74M
|
+206,986
|
+161%
|
|
|
3
|
ACG Wealth
Atlanta,
Georgia
|
$11.2M
|
-$120K
|
-2,552
|
-1%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$6.97M
|
-$131K
|
-2,776
|
-2%
|
|
|
5
|
WESCAP Management Group
Glendale,
California
|
$5.12M
|
+$883K
|
+18,784
|
+21%
|
|
|
6
|
Ashfield Capital Partners
San Francisco,
California
|
$3.69M
|
+$3.66M
|
+77,848
|
New
|
|
|
7
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$3.49M
|
+$3.47M
|
+73,725
|
New
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.32M
|
+$88.6K
|
+1,884
|
+3%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$2.46M
|
-$887K
|
-18,861
|
-27%
|
|
|
10
|
Financial Advocates Investment Management
Olympia,
Washington
|
$1.82M
|
-$141K
|
-2,995
|
-7%
|
|
|
11
|
FMA Advisory
Harrisburg,
Pennsylvania
|
$1.29M
|
+$113K
|
+2,400
|
+10%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.25M
|
+$1.16M
|
+24,610
|
+1,353%
|
|
|
13
|
|
$1.16M
|
+$817K
|
+17,381
|
+246%
|
|
|
14
|
SPC Financial Inc
Rockville,
Maryland
|
$1.02M
|
+$48.9K
|
+1,040
|
+5%
|
|
|
15
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$858K
|
-$2.49K
|
-53
|
-0.3%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$513K
|
+$48K
|
+1,020
|
+10%
|
|
|
17
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$415K
|
+$209K
|
+4,441
|
+100%
|
|
|
18
|
MGO One Seven
Beachwood,
Ohio
|
$365K
|
+$142K
|
+3,028
|
+65%
|
|
|
19
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$274K
|
–
|
–
|
–
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$201K
|
+$199K
|
+4,240
|
New
|
|
|
21
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$104K
|
–
|
–
|
–
|
|
|
22
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$77K
|
+$30.1K
|
+640
|
+65%
|
|
|
23
|
IFP Advisors
Tampa,
Florida
|
$69K
|
+$70.1K
|
+1,490
|
New
|
|
|
24
|
Advisor Group
Phoenix,
Arizona
|
$57K
|
+$56.4K
|
+1,200
|
New
|
|
|
25
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$34K
|
–
|
–
|
–
|
|
