|
1
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$8.94M
|
+$499K
|
+16,166
|
+5%
|
|
|
2
|
Ancora Advisors
Cleveland,
Ohio
|
$8.09M
|
-$585K
|
-18,941
|
-6%
|
|
|
3
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$6.57M
|
+$5.84M
|
+188,961
|
+485%
|
|
|
4
|
|
$6.5M
|
+$5.49M
|
+177,780
|
+373%
|
|
|
5
|
Sound Financial Strategies Group
Madison,
Mississippi
|
$4.29M
|
+$4.59M
|
+148,752
|
New
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.15M
|
+$84.9K
|
+2,750
|
+2%
|
|
|
7
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$4.13M
|
-$6.87M
|
-222,482
|
-61%
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.61M
|
+$3.87M
|
+125,403
|
New
|
|
|
9
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$3.57M
|
-$742K
|
-24,023
|
-16%
|
|
|
10
|
Stegent Equity Advisors
Houston,
Texas
|
$3.53M
|
+$389K
|
+12,590
|
+11%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.08M
|
-$730K
|
-23,641
|
-18%
|
|
|
12
|
Longview Financial Advisors
Huntsville,
Alabama
|
$2.82M
|
+$3.02M
|
+97,750
|
New
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.75M
|
+$793K
|
+25,670
|
+37%
|
|
|
14
|
RedJay Asset Management
Toronto,
Ontario, Canada
|
$2.31M
|
+$2.47M
|
+80,000
|
New
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.22M
|
+$1.6M
|
+51,700
|
+205%
|
|
|
16
|
Naviter Wealth
Little Rock,
Arkansas
|
$1.77M
|
+$1.89M
|
+61,333
|
New
|
|
|
17
|
Fermata Advisors
Sonoma,
California
|
$1.61M
|
+$241K
|
+7,798
|
+16%
|
|
|
18
|
Wealthcare Capital Management
Richmond,
Virginia
|
$1.29M
|
-$312K
|
-10,102
|
-18%
|
|
|
19
|
Moors & Cabot
Boston,
Massachusetts
|
$1.13M
|
+$641K
|
+20,750
|
+113%
|
|
|
20
|
Cambria Investment Management
Manhattan Beach,
California
|
$1.08M
|
-$17.1K
|
-553
|
-1%
|
|
|
21
|
ORG Partners
Roanoke,
Indiana
|
$1.03M
|
-$18K
|
-583
|
-2%
|
|
|
22
|
R.W. Roge & Company
Bohemia,
New York
|
$970K
|
-$1.13M
|
-36,744
|
-52%
|
|
|
23
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$904K
|
-$120K
|
-3,891
|
-11%
|
|
|
24
|
Astor Investment Management
Chicago,
Illinois
|
$757K
|
+$811K
|
+26,274
|
New
|
|
|
25
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$717K
|
+$773K
|
+25,041
|
New
|
|
