|
1
|
DKM Wealth Management
Stockton,
California
|
$11.5M
|
+$66.6K
|
+1,576
|
+0.6%
|
|
|
2
|
D.A. Davidson & Co
Great Falls,
Montana
|
$7.1M
|
+$595K
|
+14,076
|
+9%
|
|
|
3
|
|
$3.36M
|
-$312K
|
-7,394
|
-8%
|
|
|
4
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$3.22M
|
+$19.5K
|
+462
|
+0.6%
|
|
|
5
|
Hara Capital
Bellevue,
Washington
|
$2.97M
|
-$3.42K
|
-81
|
-0.1%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$2.84M
|
-$175K
|
-4,141
|
-6%
|
|
|
7
|
First Trust Advisors
Wheaton,
Illinois
|
$2.81M
|
+$86.1K
|
+2,039
|
+3%
|
|
|
8
|
Chemistry Wealth Management
New York
|
$2.19M
|
-$203K
|
-4,798
|
-8%
|
|
|
9
|
Raymond James Financial
St Petersburg,
Florida
|
$1.82M
|
-$316K
|
-7,470
|
-15%
|
|
|
10
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$1.34M
|
+$263K
|
+6,224
|
+24%
|
|
|
11
|
Anchor Investment Management
Columbia,
South Carolina
|
$1.26M
|
+$125K
|
+2,965
|
+11%
|
|
|
12
|
Smith Asset Management
Chiefland,
Florida
|
$1.13M
|
+$6.29K
|
+149
|
+0.5%
|
|
|
13
|
Shaker Financial Services
Arlington,
Virginia
|
$1.1M
|
+$361K
|
+8,553
|
+47%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$1.08M
|
-$51.1K
|
-1,209
|
-4%
|
|
|
15
|
|
$1.07M
|
+$33.2K
|
+785
|
+3%
|
|
|
16
|
US Bancorp
Minneapolis,
Minnesota
|
$1.03M
|
–
|
–
|
–
|
|
|
17
|
NWF Advisory Services
Los Angeles,
California
|
$951K
|
+$967K
|
+22,899
|
New
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$826K
|
+$840K
|
+19,896
|
New
|
|
|
19
|
Park Avenue Securities
New York
|
$710K
|
-$13.4K
|
-317
|
-2%
|
|
|
20
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$621K
|
–
|
–
|
–
|
|
|
21
|
Pecaut & Co
Sioux City,
Iowa
|
$605K
|
+$8.28K
|
+196
|
+1%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$564K
|
-$143K
|
-3,393
|
-20%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$494K
|
-$637K
|
-15,070
|
-56%
|
|
|
24
|
Capital Investment Counsel Inc
Raleigh,
North Carolina
|
$416K
|
–
|
–
|
–
|
|
|
25
|
LPL Financial
San Diego,
California
|
$413K
|
+$107K
|
+2,526
|
+34%
|
|
