|
1
|
|
$5.64M
|
–
|
–
|
–
|
|
|
2
|
Mercer Global Advisors
Denver,
Colorado
|
$4.32M
|
-$116K
|
-1,696
|
-3%
|
|
|
3
|
RFG Advisory
Birmingham,
Alabama
|
$2.97M
|
+$720K
|
+10,536
|
+34%
|
|
|
4
|
Mission Wealth Management
Santa Barbara,
California
|
$2.6M
|
+$40.3K
|
+590
|
+2%
|
|
|
5
|
Farther Finance Advisors
San Francisco,
California
|
$2.5M
|
-$14.4K
|
-211
|
-0.6%
|
|
|
6
|
Sequoia Financial Advisors
Akron,
Ohio
|
$2.17M
|
–
|
–
|
–
|
|
|
7
|
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
|
$1.79M
|
+$1.72M
|
+25,122
|
New
|
|
|
8
|
Valeo Financial Advisors
Carmel,
Indiana
|
$1.17M
|
-$60.1K
|
-879
|
-5%
|
|
|
9
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$951K
|
-$478
|
-7
|
-0.1%
|
|
|
10
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$824K
|
+$243K
|
+3,562
|
+45%
|
|
|
11
|
Allworth Financial
Folsom,
California
|
$792K
|
+$370K
|
+5,420
|
+95%
|
|
|
12
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$765K
|
+$10.1K
|
+148
|
+1%
|
|
|
13
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$643K
|
+$27.7K
|
+405
|
+5%
|
|
|
14
|
Purpose Unlimited Inc
Toronto,
|
$618K
|
+$69K
|
+1,009
|
+14%
|
|
|
15
|
CIBC World Market
Toronto,
Ontario, Canada
|
$617K
|
-$130K
|
-1,908
|
-18%
|
|
|
16
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$568K
|
-$1.57K
|
-23
|
-0.3%
|
|
|
17
|
Kaizen Financial Strategies
Campbell,
California
|
$567K
|
+$546K
|
+7,993
|
New
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$561K
|
+$172K
|
+2,524
|
+47%
|
|
|
19
|
MML Investors Services
Springfield,
Massachusetts
|
$561K
|
-$2.73K
|
-40
|
-0.5%
|
|
|
20
|
Compass Capital Corp
Braintree,
Massachusetts
|
$558K
|
–
|
–
|
–
|
|
|
21
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$551K
|
+$8.34K
|
+122
|
+2%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$541K
|
-$744K
|
-10,891
|
-59%
|
|
|
23
|
Raymond James Financial
St Petersburg,
Florida
|
$513K
|
+$28.2K
|
+413
|
+6%
|
|
|
24
|
Snowden Capital Advisors
New York
|
$508K
|
-$10.9K
|
-159
|
-2%
|
|
|
25
|
Jones Financial Companies
Des Peres,
Missouri
|
$500K
|
+$96.6K
|
+1,413
|
+24%
|
|
