|
1
|
Financial Advisors
Andover,
Massachusetts
|
$40.9M
|
-$246K
|
-8,878
|
-0.6%
|
|
|
2
|
Coldstream Capital Management
Bellevue,
Washington
|
$22.1M
|
+$23.9M
|
+865,134
|
New
|
|
|
3
|
Wolf Group Capital Advisors
Fairfax,
Virginia
|
$9.22M
|
+$10M
|
+361,382
|
New
|
|
|
4
|
Scotia Capital
Toronto,
Ontario, Canada
|
$9.07M
|
+$969K
|
+35,020
|
+11%
|
|
|
5
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$6.15M
|
+$366K
|
+13,207
|
+6%
|
|
|
6
|
AE Wealth Management
Topeka,
Kansas
|
$5.37M
|
-$282K
|
-10,179
|
-5%
|
|
|
7
|
Flow Traders U.S.
New York
|
$2.4M
|
+$1.76M
|
+63,723
|
+211%
|
|
|
8
|
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
|
$1.73M
|
+$1.87M
|
+67,710
|
New
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$989K
|
+$509K
|
+18,401
|
+91%
|
|
|
10
|
Mariner
Overland Park,
Kansas
|
$675K
|
+$732K
|
+26,458
|
New
|
|
|
11
|
LPL Financial
San Diego,
California
|
$662K
|
-$1.44M
|
-51,857
|
-67%
|
|
|
12
|
Citadel Advisors
Miami,
Florida
|
$567K
|
+$361K
|
+13,026
|
+142%
|
|
|
13
|
|
$459K
|
+$126K
|
+4,565
|
+34%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$401K
|
+$411K
|
+14,864
|
+1,765%
|
|
|
15
|
Colony Group
Boston,
Massachusetts
|
$385K
|
-$9K
|
-325
|
-2%
|
|
|
16
|
Steward Partners Investment Advisory
New York
|
$365K
|
–
|
–
|
–
|
|
|
17
|
Raymond James Trust
St. Petersburg,
Florida
|
$361K
|
+$391K
|
+14,141
|
New
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$341K
|
-$84.9K
|
-3,067
|
-19%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$71.1K
|
-$23.1K
|
-834
|
-23%
|
|
|
20
|
Rockefeller Capital Management
New York
|
$56K
|
+$7.81K
|
+282
|
+15%
|
|
|
21
|
Bogart Wealth LLC
Mclean,
Virginia
|
$27.3K
|
+$29.6K
|
+1,068
|
New
|
|
|
22
|
Advisory Services Network
Atlanta,
Georgia
|
$20.9K
|
+$22.6K
|
+818
|
New
|
|
|
23
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$11.1K
|
+$11.9K
|
+429
|
New
|
|
|
24
|
Global Retirement Partners
San Rafael,
California
|
$5.71K
|
–
|
–
|
–
|
|
|
25
|
Belpointe Asset Management
Reno,
Nevada
|
$2.37K
|
+$2.57K
|
+93
|
New
|
|
