|
1
|
Focus Partners Wealth
Boston,
Massachusetts
|
$202M
|
+$205M
|
+4,004,109
|
New
|
|
|
2
|
Independent Financial Group
San Diego,
California
|
$7.64M
|
+$320K
|
+6,254
|
+4%
|
|
|
3
|
Peregrine Asset Advisers
Portland,
Oregon
|
$7.56M
|
-$350K
|
-6,841
|
-4%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$5.08M
|
+$232K
|
+4,529
|
+5%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.99M
|
-$8.29K
|
-162
|
-0.2%
|
|
|
6
|
|
$3.6M
|
-$2.73M
|
-53,425
|
-43%
|
|
|
7
|
Flow Traders U.S.
New York
|
$3.49M
|
+$1.07M
|
+20,965
|
+43%
|
|
|
8
|
Valued Wealth Advisors
Holladay,
Utah
|
$2.15M
|
+$4.15K
|
+81
|
+0.2%
|
|
|
9
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.62M
|
-$177K
|
-3,455
|
-10%
|
|
|
10
|
Quantinno Capital Management
New York
|
$1.43M
|
+$584K
|
+11,419
|
+67%
|
|
|
11
|
Raymond James Financial
St Petersburg,
Florida
|
$1.06M
|
+$103K
|
+2,011
|
+11%
|
|
|
12
|
Creative Planning
Overland Park,
Kansas
|
$1.02M
|
–
|
–
|
–
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$983K
|
-$8.19K
|
-160
|
-0.8%
|
|
|
14
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$752K
|
-$18.5K
|
-361
|
-2%
|
|
|
15
|
Mercer Global Advisors
Denver,
Colorado
|
$752K
|
-$18.5K
|
-361
|
-2%
|
|
|
16
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$696K
|
-$9.37K
|
-183
|
-1%
|
|
|
17
|
Aurelius Family Office
Bedford,
New Hampshire
|
$682K
|
+$285K
|
+5,562
|
+70%
|
|
|
18
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$555K
|
+$114K
|
+2,219
|
+25%
|
|
|
19
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$370K
|
–
|
–
|
–
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$358K
|
-$32.9K
|
-642
|
-8%
|
|
|
21
|
Lansing Street Advisors
Ambler,
Pennsylvania
|
$287K
|
+$4.71K
|
+92
|
+2%
|
|
|
22
|
E6 Portfolios
Midvale,
Utah
|
$268K
|
+$14.9K
|
+292
|
+6%
|
|
|
23
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$265K
|
-$15.4K
|
-301
|
-6%
|
|
|
24
|
|
$26.7K
|
-$55.6K
|
-1,087
|
-67%
|
|
|
25
|
Ancora Advisors
Cleveland,
Ohio
|
$25.2K
|
–
|
–
|
–
|
|
