|
1
|
Asset Dedication LLC
San Francisco,
California
|
$3.4M
|
+$3.39M
|
+139,909
|
New
|
|
|
2
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.57M
|
+$90.8K
|
+3,744
|
+4%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$1.62M
|
+$153K
|
+6,327
|
+10%
|
|
|
4
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$1.56M
|
+$1.15M
|
+47,469
|
+281%
|
|
|
5
|
|
$1.3M
|
+$1.29M
|
+53,359
|
+16,780%
|
|
|
6
|
|
$1.3M
|
-$503K
|
-20,743
|
-28%
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.07M
|
+$586K
|
+24,193
|
+122%
|
|
|
8
|
Cetera Advisors
Denver,
Colorado
|
$817K
|
+$387K
|
+15,967
|
+90%
|
|
|
9
|
Flow Traders U.S.
New York
|
$774K
|
-$864K
|
-35,632
|
-53%
|
|
|
10
|
|
$615K
|
+$614K
|
+25,343
|
New
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$585K
|
+$584K
|
+24,112
|
New
|
|
|
12
|
Bellecapital
Zurich,
Switzerland
|
$512K
|
–
|
–
|
–
|
|
|
13
|
LPL Financial
San Diego,
California
|
$457K
|
+$456K
|
+18,822
|
New
|
|
|
14
|
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
$454K
|
-$190K
|
-7,848
|
-30%
|
|
|
15
|
HeadInvest LLC
Portland,
Maine
|
$414K
|
+$27.6K
|
+1,137
|
+7%
|
|
|
16
|
Timber Creek Capital Management
Boston,
Massachusetts
|
$379K
|
+$335K
|
+13,827
|
+764%
|
|
|
17
|
Colton Groome Financial Advisors
Asheville,
North Carolina
|
$369K
|
+$368K
|
+15,200
|
New
|
|
|
18
|
Kestra Advisory Services
Austin,
Texas
|
$315K
|
+$40.1K
|
+1,655
|
+15%
|
|
|
19
|
Childress Capital Advisors
Houston,
Texas
|
$263K
|
+$263K
|
+10,855
|
New
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$249K
|
+$197K
|
+8,145
|
+388%
|
|
|
21
|
Arrow Financial
Glens Falls,
New York
|
$189K
|
+$189K
|
+7,794
|
New
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$169K
|
-$143K
|
-5,903
|
-46%
|
|
|
23
|
Crescent Capital Consulting
New Orleans,
Louisiana
|
$122K
|
+$121K
|
+5,000
|
New
|
|
|
24
|
Bradley & Co Private Wealth Management
Miami,
Florida
|
$86K
|
+$85.4K
|
+3,525
|
New
|
|
|
25
|
|
$73K
|
–
|
–
|
–
|
|
