|
1
|
Tradition Wealth Management
Edina,
Minnesota
|
$5.58M
|
+$701K
|
+23,738
|
+14%
|
|
|
2
|
EPIQ Partners
Minneapolis,
Minnesota
|
$2.33M
|
-$221K
|
-7,486
|
-9%
|
|
|
3
|
|
$1.66M
|
-$2.55M
|
-86,352
|
-60%
|
|
|
4
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$692K
|
-$72.3K
|
-2,449
|
-9%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$683K
|
-$708K
|
-23,987
|
-50%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$529K
|
-$7.12K
|
-241
|
-1%
|
|
|
7
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$325K
|
+$112K
|
+3,779
|
+51%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$305K
|
-$131K
|
-4,427
|
-30%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$300K
|
-$20.5K
|
-693
|
-6%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$287K
|
-$49.6K
|
-1,678
|
-14%
|
|
|
11
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$260K
|
–
|
–
|
–
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$248K
|
-$210K
|
-7,118
|
-45%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$202K
|
-$116K
|
-3,926
|
-36%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$57.5K
|
+$37.2K
|
+1,261
|
+173%
|
|
|
15
|
My Personal CFO LLC
Vancouver,
Washington
|
$48.3K
|
+$8.89K
|
+301
|
New
|
|
|
16
|
Rockefeller Capital Management
New York
|
$43K
|
–
|
–
|
–
|
|
|
17
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$37.6K
|
+$38.4K
|
+1,299
|
New
|
|
|
18
|
Creative Financial Designs
Kokomo,
Indiana
|
$19.7K
|
–
|
–
|
–
|
|
|
19
|
Asset Dedication LLC
San Francisco,
California
|
$13K
|
–
|
–
|
–
|
|
|
20
|
|
$7.44K
|
–
|
–
|
–
|
|
|
21
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$6.66K
|
+$6.79K
|
+230
|
New
|
|
|
22
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$3.79K
|
-$4.99K
|
-169
|
-56%
|
|
|
23
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$3K
|
–
|
–
|
–
|
|
|
24
|
CoreCap Advisors
Southfield,
Michigan
|
$1.45K
|
+$1.48K
|
+50
|
New
|
|
|
25
|
Global Retirement Partners
San Rafael,
California
|
$1.25K
|
–
|
–
|
–
|
|
