|
1
|
DKM Wealth Management
Stockton,
California
|
$13.5M
|
+$427K
|
+9,225
|
+3%
|
|
|
2
|
D.A. Davidson & Co
Great Falls,
Montana
|
$7.78M
|
-$3.38K
|
-73
|
-0%
|
|
|
3
|
Diversified Management
Milwaukee,
Wisconsin
|
$5.34M
|
+$5.4M
|
+116,794
|
New
|
|
|
4
|
|
$4.21M
|
+$141K
|
+3,050
|
+3%
|
|
|
5
|
Hara Capital
Bellevue,
Washington
|
$4.14M
|
-$873K
|
-18,879
|
-17%
|
|
|
6
|
First Trust Advisors
Wheaton,
Illinois
|
$3.27M
|
-$67.1K
|
-1,452
|
-2%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$2.78M
|
+$229K
|
+4,951
|
+9%
|
|
|
8
|
Raymond James Financial
St Petersburg,
Florida
|
$2.33M
|
+$244K
|
+5,280
|
+12%
|
|
|
9
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$1.73M
|
-$1.83M
|
-39,503
|
-51%
|
|
|
10
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$1.5M
|
-$3.24K
|
-70
|
-0.2%
|
|
|
11
|
Anchor Investment Management
Columbia,
South Carolina
|
$1.46M
|
+$23.6K
|
+511
|
+2%
|
|
|
12
|
|
$1.4M
|
+$134K
|
+2,891
|
+10%
|
|
|
13
|
Smith Asset Management
Chiefland,
Florida
|
$1.3M
|
+$10.8K
|
+233
|
+0.8%
|
|
|
14
|
Keating Financial Advisory Services
Manhattan,
Kansas
|
$1.17M
|
+$1.18M
|
+25,583
|
New
|
|
|
15
|
US Bancorp
Minneapolis,
Minnesota
|
$1.13M
|
–
|
–
|
–
|
|
|
16
|
LPL Financial
San Diego,
California
|
$1.02M
|
+$155K
|
+3,344
|
+18%
|
|
|
17
|
Chemistry Wealth Management
New York
|
$960K
|
-$189K
|
-4,093
|
-16%
|
|
|
18
|
Shaker Financial Services
Arlington,
Virginia
|
$884K
|
+$466K
|
+10,073
|
+109%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$842K
|
+$3.98K
|
+86
|
+0.5%
|
|
|
20
|
&Partners
Nashville,
Tennessee
|
$763K
|
+$1.71K
|
+37
|
+0.2%
|
|
|
21
|
Park Avenue Securities
New York
|
$711K
|
-$8.88K
|
-192
|
-1%
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
$691K
|
-$2.08K
|
-45
|
-0.3%
|
|
|
23
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$684K
|
-$139K
|
-3,000
|
-17%
|
|
|
24
|
Pecaut & Co
Sioux City,
Iowa
|
$609K
|
+$6.75K
|
+146
|
+1%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$605K
|
-$26.8K
|
-580
|
-4%
|
|
