|
1
|
DKM Wealth Management
Stockton,
California
|
$11.9M
|
+$12.2M
|
+274,334
|
New
|
|
|
2
|
D.A. Davidson & Co
Great Falls,
Montana
|
$6.83M
|
+$238K
|
+5,342
|
+4%
|
|
|
3
|
|
$3.84M
|
+$98.8K
|
+2,219
|
+3%
|
|
|
4
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$3.35M
|
+$28.1K
|
+630
|
+0.8%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$3.16M
|
-$82.4K
|
-1,850
|
-2%
|
|
|
6
|
Hara Capital
Bellevue,
Washington
|
$3.11M
|
+$64.4K
|
+1,445
|
+2%
|
|
|
7
|
First Trust Advisors
Wheaton,
Illinois
|
$2.86M
|
+$9.4K
|
+211
|
+0.3%
|
|
|
8
|
Chemistry Wealth Management
New York
|
$2.5M
|
-$209K
|
-4,700
|
-8%
|
|
|
9
|
Raymond James Financial
St Petersburg,
Florida
|
$2.23M
|
+$2.29M
|
+51,305
|
New
|
|
|
10
|
Anchor Investment Management
Columbia,
South Carolina
|
$1.19M
|
+$6.64K
|
+149
|
+0.5%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$1.18M
|
-$122K
|
-2,744
|
-9%
|
|
|
12
|
Smith Asset Management
Chiefland,
Florida
|
$1.18M
|
+$1.21M
|
+27,142
|
New
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$1.17M
|
+$48.5K
|
+1,089
|
+4%
|
|
|
14
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$1.13M
|
+$507K
|
+11,392
|
+78%
|
|
|
15
|
|
$1.08M
|
+$321K
|
+7,198
|
+41%
|
|
|
16
|
US Bancorp
Minneapolis,
Minnesota
|
$1.08M
|
–
|
–
|
–
|
|
|
17
|
Shaker Financial Services
Arlington,
Virginia
|
$884K
|
-$1.87M
|
-42,063
|
-70%
|
|
|
18
|
Park Avenue Securities
New York
|
$757K
|
+$48.6K
|
+1,092
|
+7%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$738K
|
+$1.16K
|
+26
|
+0.2%
|
|
|
20
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$731K
|
+$3.38K
|
+76
|
+0.5%
|
|
|
21
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$712K
|
+$22.8K
|
+511
|
+3%
|
|
|
22
|
Concurrent Investment Advisors
Tampa,
Florida
|
$712K
|
+$729K
|
+16,366
|
New
|
|
|
23
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$650K
|
–
|
–
|
–
|
|
|
24
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$626K
|
-$8.78K
|
-197
|
-1%
|
|
|
25
|
Pecaut & Co
Sioux City,
Iowa
|
$626K
|
-$137K
|
-3,081
|
-18%
|
|
