|
1
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$95.8M
|
-$3.38M
|
-55,552
|
-3%
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$40.1M
|
-$11.4M
|
-187,536
|
-21%
|
|
|
3
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$36.2M
|
+$2.63M
|
+43,226
|
+7%
|
|
|
4
|
|
$30.5M
|
-$8.86M
|
-145,488
|
-21%
|
|
|
5
|
CKW Financial Group
Honolulu,
Hawaii
|
$25.8M
|
-$163K
|
-2,684
|
-0.6%
|
|
|
6
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$11.2M
|
-$1.61M
|
-26,522
|
-12%
|
|
|
7
|
Shufro Rose & Co
New York
|
$9.38M
|
+$48.7K
|
+800
|
+0.5%
|
|
|
8
|
Legacy Private Trust
Neenah,
Wisconsin
|
$7.37M
|
-$7.07M
|
-116,225
|
-47%
|
|
|
9
|
WESCAP Management Group
Glendale,
California
|
$7.26M
|
+$853K
|
+14,015
|
+12%
|
|
|
10
|
Bouchey Financial Group
Troy,
New York
|
$6.6M
|
-$25.4M
|
-416,594
|
-78%
|
|
|
11
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$6.29M
|
–
|
–
|
–
|
|
|
12
|
IFP Advisors
Tampa,
Florida
|
$6.04M
|
–
|
–
|
–
|
|
|
13
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$6.02M
|
-$50K
|
-821
|
-0.8%
|
|
|
14
|
Knightsbridge Asset Management
Newport Beach,
California
|
$5.5M
|
+$3.01M
|
+49,375
|
+100%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$5.48M
|
-$2.36M
|
-38,725
|
-28%
|
|
|
16
|
Ashfield Capital Partners
San Francisco,
California
|
$4.71M
|
-$16.2K
|
-266
|
-0.3%
|
|
|
17
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$4.67M
|
-$129K
|
-2,111
|
-2%
|
|
|
18
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$4.11M
|
+$1.46M
|
+24,058
|
+48%
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$3.52M
|
-$362K
|
-5,946
|
-9%
|
|
|
20
|
|
$3.31M
|
+$3.29M
|
+53,981
|
+958%
|
|
|
21
|
SPC Financial Inc
Rockville,
Maryland
|
$3.11M
|
+$215K
|
+3,540
|
+7%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.95M
|
+$1.29M
|
+21,166
|
+66%
|
|
|
23
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$2.6M
|
+$620K
|
+10,179
|
+28%
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.59M
|
+$1.11M
|
+18,185
|
+64%
|
|
|
25
|
Rockefeller Capital Management
New York
|
$2.35M
|
-$4.97M
|
-81,688
|
-66%
|
|
