|
1
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$65.7M
|
-$5.74M
|
-95,300
|
-8%
|
|
|
2
|
CKW Financial Group
Honolulu,
Hawaii
|
$28.5M
|
+$434K
|
+7,199
|
+2%
|
|
|
3
|
Great Lakes Retirement
Sandusky,
Ohio
|
$22.3M
|
-$154K
|
-2,551
|
-0.7%
|
|
|
4
|
|
$21.6M
|
-$1.07M
|
-17,820
|
-5%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$20.8M
|
+$901K
|
+14,946
|
+5%
|
|
|
6
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$13.2M
|
+$240K
|
+3,989
|
+2%
|
|
|
7
|
IFP Advisors
Tampa,
Florida
|
$6.98M
|
-$201K
|
-3,342
|
-2%
|
|
|
8
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$5.58M
|
+$5.59M
|
+92,683
|
New
|
|
|
9
|
|
$5.03M
|
+$49.6K
|
+823
|
+1%
|
|
|
10
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$4.95M
|
–
|
–
|
–
|
|
|
11
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$4.93M
|
–
|
–
|
–
|
|
|
12
|
LPL Financial
San Diego,
California
|
$4.64M
|
+$2.76M
|
+45,839
|
+146%
|
|
|
13
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$4.49M
|
-$249K
|
-4,130
|
-5%
|
|
|
14
|
WESCAP Management Group
Glendale,
California
|
$4.29M
|
-$1.96M
|
-32,484
|
-31%
|
|
|
15
|
|
$4.26M
|
+$8.68K
|
+144
|
+0.2%
|
|
|
16
|
Legacy Private Trust
Neenah,
Wisconsin
|
$3.95M
|
-$1.02M
|
-16,949
|
-21%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.82M
|
-$2.62M
|
-43,527
|
-41%
|
|
|
18
|
Citadel Advisors
Miami,
Florida
|
$3.81M
|
+$3.14M
|
+52,123
|
+465%
|
|
|
19
|
SPC Financial Inc
Rockville,
Maryland
|
$3.72M
|
+$40.7K
|
+675
|
+1%
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$3.21M
|
+$168K
|
+2,790
|
+6%
|
|
|
21
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$2.82M
|
–
|
–
|
–
|
|
|
22
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.52M
|
+$720K
|
+11,940
|
+40%
|
|
|
23
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$2.27M
|
-$48.3K
|
-802
|
-2%
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
$2.08M
|
-$367K
|
-6,097
|
-15%
|
|
|
25
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$2M
|
-$35.6M
|
-590,561
|
-95%
|
|
