|
1
|
Peregrine Asset Advisers
Portland,
Oregon
|
$4.19M
|
+$3.92M
|
+99,743
|
New
|
|
|
2
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.61M
|
+$16.8K
|
+428
|
+1%
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$838K
|
–
|
–
|
–
|
|
|
4
|
Valued Wealth Advisors
Holladay,
Utah
|
$813K
|
-$137K
|
-3,491
|
-15%
|
|
|
5
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$772K
|
-$38.7K
|
-985
|
-5%
|
|
|
6
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$472K
|
+$7.2K
|
+183
|
+2%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$375K
|
+$113K
|
+2,868
|
+47%
|
|
|
8
|
Aurelius Family Office
Bedford,
New Hampshire
|
$371K
|
+$14.9K
|
+380
|
+4%
|
|
|
9
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$343K
|
+$321K
|
+8,160
|
New
|
|
|
10
|
Raymond James Financial
St Petersburg,
Florida
|
$138K
|
+$129K
|
+3,290
|
New
|
|
|
11
|
|
$76.9K
|
-$45.3K
|
-1,151
|
-39%
|
|
|
12
|
Anchor Investment Management
Columbia,
South Carolina
|
$25.2K
|
–
|
–
|
–
|
|
|
13
|
Ancora Advisors
Cleveland,
Ohio
|
$21K
|
–
|
–
|
–
|
|
|
14
|
Farther Finance Advisors
San Francisco,
California
|
$11.2K
|
+$10.5K
|
+266
|
New
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$8.4K
|
–
|
–
|
–
|
|
|
16
|
Painted Porch Advisors
Santa Barbara,
California
|
$3.85K
|
+$79
|
+2
|
+2%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2K
|
+$1.53K
|
+39
|
New
|
|
|
18
|
Kilter Group
Rhinebeck,
New York
|
$14
|
–
|
–
|
–
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
–
|
-$24.9K
|
-672
|
Closed
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$11.1K
|
-300
|
Closed
|
|
|
21
|
Hager Investment Management Services
New London,
New Hampshire
|
–
|
-$5.75K
|
-155
|
Closed
|
|
|
22
|
Financial Management Professionals
Austin,
Texas
|
–
|
-$3.71K
|
-100
|
Closed
|
|
