|
1
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$55M
|
-$2.31M
|
-36,831
|
-4%
|
|
|
2
|
CKW Financial Group
Honolulu,
Hawaii
|
$25.6M
|
+$385K
|
+6,145
|
+1%
|
|
|
3
|
|
$24M
|
+$3.08M
|
+49,237
|
+14%
|
|
|
4
|
Great Lakes Retirement
Sandusky,
Ohio
|
$21.1M
|
-$539K
|
-8,605
|
-2%
|
|
|
5
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$10.5M
|
-$2.99M
|
-47,762
|
-21%
|
|
|
6
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$9.2M
|
+$9.64M
|
+153,984
|
New
|
|
|
7
|
IFP Advisors
Tampa,
Florida
|
$9.08M
|
-$552K
|
-8,814
|
-5%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$7.82M
|
-$9.41M
|
-150,310
|
-53%
|
|
|
9
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$6.27M
|
+$121K
|
+1,939
|
+2%
|
|
|
10
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$6.04M
|
+$703K
|
+11,236
|
+12%
|
|
|
11
|
|
$5.14M
|
+$70.2K
|
+1,121
|
+1%
|
|
|
12
|
Creative Planning
Overland Park,
Kansas
|
$4.94M
|
+$4.55M
|
+72,650
|
+722%
|
|
|
13
|
SPC Financial Inc
Rockville,
Maryland
|
$4.84M
|
-$24.7K
|
-395
|
-0.5%
|
|
|
14
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$4.81M
|
-$41.8K
|
-668
|
-0.8%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$4.48M
|
+$408K
|
+6,515
|
+10%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$4.08M
|
+$3.82M
|
+61,094
|
+837%
|
|
|
17
|
WESCAP Management Group
Glendale,
California
|
$4.07M
|
-$116K
|
-1,861
|
-3%
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$3.54M
|
+$677K
|
+10,810
|
+22%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.13M
|
+$1.16M
|
+18,579
|
+55%
|
|
|
20
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$2.49M
|
–
|
–
|
–
|
|
|
21
|
Legacy Private Trust
Neenah,
Wisconsin
|
$2.41M
|
-$659K
|
-10,532
|
-21%
|
|
|
22
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$2.34M
|
+$37.9K
|
+606
|
+2%
|
|
|
23
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$2.29M
|
+$2.4M
|
+38,319
|
New
|
|
|
24
|
Sierra Capital
Miami,
Florida
|
$2.22M
|
+$8.64K
|
+138
|
+0.4%
|
|
|
25
|
HighTower Advisors
Chicago,
Illinois
|
$2.17M
|
-$29.7K
|
-474
|
-1%
|
|
