|
1
|
Del-Sette Capital Management
Schenectady,
New York
|
$18.2M
|
+$4.15M
|
+152,072
|
+27%
|
|
|
2
|
Avantax Planning Partners
Dubuque,
Iowa
|
$11.9M
|
-$3.03M
|
-110,864
|
-19%
|
|
|
3
|
|
$11.1M
|
+$545K
|
+19,968
|
+5%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$10.1M
|
-$4.58K
|
-168
|
-0%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$5.94M
|
-$4.25M
|
-155,744
|
-40%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$4.18M
|
-$53K
|
-1,941
|
-1%
|
|
|
7
|
ForthRight Wealth Management
Alpharetta,
Georgia
|
$3.96M
|
+$165K
|
+6,050
|
+4%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.34M
|
+$76.1K
|
+2,790
|
+2%
|
|
|
9
|
First Horizon Advisors
Memphis,
Tennessee
|
$2.46M
|
+$2.67M
|
+97,906
|
New
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.45M
|
+$2.66M
|
+97,327
|
New
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.65M
|
+$1.79M
|
+65,493
|
New
|
|
|
12
|
Cahill Financial Advisors
Edina,
Minnesota
|
$1.44M
|
-$17.1K
|
-628
|
-1%
|
|
|
13
|
Old Mission Capital
Chicago,
Illinois
|
$1.32M
|
+$755K
|
+27,658
|
+111%
|
|
|
14
|
Hilltop Holdings
Dallas,
Texas
|
$1.25M
|
+$171K
|
+6,249
|
+14%
|
|
|
15
|
Wambolt & Associates
Littleton,
Colorado
|
$992K
|
-$3.25K
|
-119
|
-0.3%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$886K
|
+$32.7K
|
+1,200
|
+4%
|
|
|
17
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$866K
|
-$655
|
-24
|
-0.1%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$770K
|
-$14.4K
|
-528
|
-2%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$687K
|
+$297K
|
+10,891
|
+66%
|
|
|
20
|
Stifel Financial
St. Louis,
Missouri
|
$660K
|
+$715K
|
+26,211
|
New
|
|
|
21
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$572K
|
+$57.3K
|
+2,100
|
+10%
|
|
|
22
|
Rockland Trust
Hanover,
Massachusetts
|
$436K
|
-$365K
|
-13,362
|
-44%
|
|
|
23
|
Credit Suisse
Zurich,
Switzerland
|
$361K
|
+$392K
|
+14,360
|
New
|
|
|
24
|
Wipfli Financial Advisors
Milwaukee,
Wisconsin
|
$329K
|
–
|
–
|
–
|
|
|
25
|
Mariner
Overland Park,
Kansas
|
$294K
|
+$39.9K
|
+1,462
|
+14%
|
|
