|
1
|
Peregrine Asset Advisers
Portland,
Oregon
|
$7.13M
|
+$2.52M
|
+57,862
|
+58%
|
|
|
2
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.81M
|
+$67.6K
|
+1,551
|
+4%
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$918K
|
+$15K
|
+345
|
+2%
|
|
|
4
|
Valued Wealth Advisors
Holladay,
Utah
|
$872K
|
-$3.23K
|
-74
|
-0.4%
|
|
|
5
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$726K
|
-$101K
|
-2,325
|
-13%
|
|
|
6
|
Raymond James Financial
St Petersburg,
Florida
|
$574K
|
+$409K
|
+9,385
|
+285%
|
|
|
7
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$499K
|
-$6.93K
|
-159
|
-1%
|
|
|
8
|
Aurelius Family Office
Bedford,
New Hampshire
|
$376K
|
-$22.6K
|
-519
|
-6%
|
|
|
9
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$361K
|
-$7.85K
|
-180
|
-2%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$306K
|
-$94K
|
-2,155
|
-24%
|
|
|
11
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$232K
|
+$224K
|
+5,128
|
New
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$226K
|
+$218K
|
+5,000
|
New
|
|
|
13
|
Burns Matteson Capital Management
Corning,
New York
|
$204K
|
+$196K
|
+4,500
|
New
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$202K
|
+$190K
|
+4,361
|
+2,181%
|
|
|
15
|
|
$74.3K
|
-$8.15K
|
-187
|
-10%
|
|
|
16
|
Anchor Investment Management
Columbia,
South Carolina
|
$27.1K
|
–
|
–
|
–
|
|
|
17
|
Ancora Advisors
Cleveland,
Ohio
|
$22.6K
|
–
|
–
|
–
|
|
|
18
|
Farther Finance Advisors
San Francisco,
California
|
$12K
|
–
|
–
|
–
|
|
|
19
|
Painted Porch Advisors
Santa Barbara,
California
|
$9.84K
|
+$5.49K
|
+126
|
+137%
|
|
|
20
|
|
$63
|
+$44
|
+1
|
New
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$2K
|
-39
|
Closed
|
|
