|
1
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$68.7M
|
-$23.4M
|
-403,777
|
-25%
|
|
|
2
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$36.1M
|
+$676K
|
+11,664
|
+2%
|
|
|
3
|
CKW Financial Group
Honolulu,
Hawaii
|
$27M
|
-$4.46K
|
-77
|
-0%
|
|
|
4
|
|
$21.9M
|
-$3.32M
|
-57,338
|
-13%
|
|
|
5
|
Great Lakes Retirement
Sandusky,
Ohio
|
$21.8M
|
+$21.6M
|
+372,765
|
New
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$19.2M
|
-$24.4M
|
-421,647
|
-56%
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$12.5M
|
+$334K
|
+5,760
|
+3%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$8.12M
|
+$1.94M
|
+33,446
|
+31%
|
|
|
9
|
IFP Advisors
Tampa,
Florida
|
$7.21M
|
+$784K
|
+13,535
|
+9%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.2M
|
+$569K
|
+9,821
|
+10%
|
|
|
11
|
WESCAP Management Group
Glendale,
California
|
$6.01M
|
-$962K
|
-16,605
|
-14%
|
|
|
12
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$4.81M
|
+$95K
|
+1,640
|
+2%
|
|
|
13
|
|
$4.8M
|
+$4.8M
|
+82,804
|
New
|
|
|
14
|
Legacy Private Trust
Neenah,
Wisconsin
|
$4.78M
|
-$1.04M
|
-17,874
|
-18%
|
|
|
15
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$4.76M
|
-$140K
|
-2,408
|
-3%
|
|
|
16
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$4.74M
|
+$454K
|
+7,830
|
+11%
|
|
|
17
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$4.56M
|
-$1.54M
|
-26,519
|
-25%
|
|
|
18
|
|
$4.09M
|
+$702K
|
+12,119
|
+21%
|
|
|
19
|
SPC Financial Inc
Rockville,
Maryland
|
$3.54M
|
+$116K
|
+2,000
|
+3%
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$2.93M
|
-$586K
|
-10,106
|
-17%
|
|
|
21
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$2.72M
|
–
|
–
|
–
|
|
|
22
|
HighTower Advisors
Chicago,
Illinois
|
$2.37M
|
-$57.6K
|
-994
|
-2%
|
|
|
23
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$2.23M
|
+$29.4K
|
+508
|
+1%
|
|
|
24
|
Wakefield Asset Management
Englewood,
Colorado
|
$1.92M
|
+$35K
|
+604
|
+2%
|
|
|
25
|
LPL Financial
San Diego,
California
|
$1.82M
|
-$85.1K
|
-1,468
|
-4%
|
|
