|
1
|
Asset Dedication LLC
San Francisco,
California
|
$4.2M
|
+$799K
|
+32,923
|
+24%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$3.47M
|
+$3.01M
|
+124,134
|
+660%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.6M
|
+$36K
|
+1,482
|
+1%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$2.35M
|
+$723K
|
+29,818
|
+45%
|
|
|
5
|
Flow Traders U.S.
New York
|
$2.09M
|
+$1.31M
|
+54,172
|
+170%
|
|
|
6
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$1.88M
|
+$315K
|
+13,002
|
+20%
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.81M
|
+$744K
|
+30,668
|
+70%
|
|
|
8
|
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
$1.04M
|
+$583K
|
+24,016
|
+129%
|
|
|
9
|
|
$946K
|
+$330K
|
+13,600
|
+54%
|
|
|
10
|
Cetera Advisors
Denver,
Colorado
|
$872K
|
+$55.3K
|
+2,281
|
+7%
|
|
|
11
|
Peloton Wealth Strategists
Indianapolis,
Indiana
|
$729K
|
+$728K
|
+30,000
|
New
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$715K
|
+$129K
|
+5,326
|
+22%
|
|
|
13
|
|
$711K
|
-$592K
|
-24,395
|
-45%
|
|
|
14
|
Bellecapital
Zurich,
Switzerland
|
$512K
|
–
|
–
|
–
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$495K
|
+$246K
|
+10,133
|
+99%
|
|
|
16
|
Timber Creek Capital Management
Boston,
Massachusetts
|
$421K
|
+$41.9K
|
+1,727
|
+11%
|
|
|
17
|
HeadInvest LLC
Portland,
Maine
|
$415K
|
+$1.33K
|
+55
|
+0.3%
|
|
|
18
|
Colton Groome Financial Advisors
Asheville,
North Carolina
|
$369K
|
–
|
–
|
–
|
|
|
19
|
Childress Capital Advisors
Houston,
Texas
|
$263K
|
–
|
–
|
–
|
|
|
20
|
Kestra Advisory Services
Austin,
Texas
|
$252K
|
-$62.8K
|
-2,588
|
-20%
|
|
|
21
|
Crescent Capital Consulting
New Orleans,
Louisiana
|
$225K
|
+$104K
|
+4,273
|
+85%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$178K
|
+$8.86K
|
+365
|
+5%
|
|
|
23
|
Arrow Financial
Glens Falls,
New York
|
$163K
|
-$26.7K
|
-1,100
|
-14%
|
|
|
24
|
Bradley & Co Private Wealth Management
Miami,
Florida
|
$79K
|
-$6.99K
|
-288
|
-8%
|
|
|
25
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$20K
|
+$20.2K
|
+832
|
New
|
|
