|
1
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$120M
|
+$3.83M
|
+57,598
|
+3%
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$61.1M
|
+$2.99M
|
+44,988
|
+5%
|
|
|
3
|
|
$46.7M
|
-$20.6M
|
-309,003
|
-31%
|
|
|
4
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$40.9M
|
-$7.33M
|
-110,184
|
-15%
|
|
|
5
|
Bouchey Financial Group
Troy,
New York
|
$36M
|
+$1.64M
|
+24,686
|
+5%
|
|
|
6
|
CKW Financial Group
Honolulu,
Hawaii
|
$31M
|
+$1.09M
|
+16,367
|
+4%
|
|
|
7
|
Legacy Private Trust
Neenah,
Wisconsin
|
$16.7M
|
-$1.2M
|
-18,045
|
-7%
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$15.3M
|
+$1.01M
|
+15,119
|
+7%
|
|
|
9
|
TLWM Financial
San Antonio,
Texas
|
$14.9M
|
+$2.73K
|
+41
|
+0%
|
|
|
10
|
Shufro Rose & Co
New York
|
$11.3M
|
-$1.74M
|
-26,074
|
-13%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$9.23M
|
+$1.45M
|
+21,763
|
+19%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$8.42M
|
-$5.05M
|
-75,818
|
-38%
|
|
|
13
|
Rockefeller Capital Management
New York
|
$8.32M
|
-$1.81M
|
-27,249
|
-18%
|
|
|
14
|
WESCAP Management Group
Glendale,
California
|
$7.84M
|
-$618K
|
-9,285
|
-7%
|
|
|
15
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$7.61M
|
–
|
–
|
–
|
|
|
16
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$7.33M
|
+$132K
|
+1,977
|
+2%
|
|
|
17
|
IFP Advisors
Tampa,
Florida
|
$6.04M
|
+$813K
|
+12,209
|
+10%
|
|
|
18
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$5.79M
|
+$37.9K
|
+569
|
+0.7%
|
|
|
19
|
Ashfield Capital Partners
San Francisco,
California
|
$5.72M
|
-$234K
|
-3,512
|
-4%
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$4.66M
|
-$292K
|
-4,394
|
-6%
|
|
|
21
|
Cornercap Investment Counsel
Atlanta,
Georgia
|
$3.84M
|
+$3.8M
|
+57,133
|
New
|
|
|
22
|
SPC Financial Inc
Rockville,
Maryland
|
$3.53M
|
+$153K
|
+2,305
|
+5%
|
|
|
23
|
HighTower Advisors
Chicago,
Illinois
|
$3.49M
|
+$88.3K
|
+1,327
|
+3%
|
|
|
24
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$3.35M
|
–
|
–
|
–
|
|
|
25
|
Knightsbridge Asset Management
Newport Beach,
California
|
$3.33M
|
+$5.06K
|
+76
|
+0.2%
|
|
