|
1
|
Frontier Investment Management
Dallas,
Texas
|
$34.8M
|
+$749K
|
+38,830
|
+2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$20.7M
|
+$2.33M
|
+120,710
|
+13%
|
|
|
3
|
Peak Financial Management
Wellesley,
Massachusetts
|
$13.9M
|
-$341K
|
-17,700
|
-2%
|
|
|
4
|
Tradewinds Capital Management
Bellingham,
Washington
|
$13M
|
+$12.7M
|
+656,770
|
+410,481%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12M
|
+$1.1M
|
+57,030
|
+10%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$10.9M
|
+$1.34M
|
+69,400
|
+14%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$10.5M
|
+$941K
|
+48,790
|
+10%
|
|
|
8
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$10.1M
|
+$82.9K
|
+4,300
|
+0.8%
|
|
|
9
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$9.73M
|
-$234K
|
-12,120
|
-2%
|
|
|
10
|
MAI Capital Management
Independence,
Ohio
|
$7.64M
|
-$420K
|
-21,780
|
-5%
|
|
|
11
|
Harvest Group Wealth Management
Waltham,
Massachusetts
|
$6.41M
|
+$6.26M
|
+324,510
|
New
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$6.36M
|
-$763K
|
-39,580
|
-11%
|
|
|
13
|
Focus Financial Network
Minneapolis,
Minnesota
|
$6.1M
|
+$5.96M
|
+309,010
|
New
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
$6.08M
|
+$1.91M
|
+98,990
|
+47%
|
|
|
15
|
|
$5.38M
|
-$9.64K
|
-500
|
-0.2%
|
|
|
16
|
|
$4.98M
|
-$428K
|
-22,180
|
-8%
|
|
|
17
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$4.92M
|
-$4.73M
|
-245,210
|
-50%
|
|
|
18
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$4.73M
|
+$4.62M
|
+239,790
|
New
|
|
|
19
|
LPL Financial
San Diego,
California
|
$4.65M
|
+$50K
|
+2,590
|
+1%
|
|
|
20
|
SignalPoint Asset Management
Springfield,
Missouri
|
$4.6M
|
-$15.8K
|
-820
|
-0.4%
|
|
|
21
|
|
$4.06M
|
-$65K
|
-3,370
|
-2%
|
|
|
22
|
United Capital Financial Advisors
Irving,
Texas
|
$3.98M
|
+$2.1M
|
+109,000
|
+118%
|
|
|
23
|
Advisor Group
Phoenix,
Arizona
|
$3.75M
|
-$107K
|
-5,540
|
-3%
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.35M
|
-$6.61M
|
-342,760
|
-67%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.15M
|
-$258K
|
-13,360
|
-8%
|
|
