|
1
|
|
$16.1M
|
-$835K
|
-34,197
|
-5%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.37M
|
+$202K
|
+8,271
|
+17%
|
|
|
3
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.35M
|
+$330K
|
+13,497
|
+32%
|
|
|
4
|
Bailard
Foster City,
California
|
$1.18M
|
+$540K
|
+22,110
|
+84%
|
|
|
5
|
Alexandria Capital
Arlington,
Virginia
|
$965K
|
+$964K
|
+39,479
|
New
|
|
|
6
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$825K
|
+$570K
|
+23,323
|
+224%
|
|
|
7
|
Main Management
San Francisco,
California
|
$760K
|
-$9.43K
|
-386
|
-1%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$708K
|
+$334K
|
+13,683
|
+89%
|
|
|
9
|
Arkos Global Advisors
Houston,
Texas
|
$670K
|
+$669K
|
+27,409
|
New
|
|
|
10
|
Accredited Investors
Edina,
Minnesota
|
$650K
|
+$331K
|
+13,558
|
+104%
|
|
|
11
|
UMB Bank
Kansas City,
Missouri
|
$500K
|
-$10K
|
-411
|
-2%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$473K
|
+$472K
|
+19,338
|
New
|
|
|
13
|
Gradient Investments
Arden Hills,
Minnesota
|
$442K
|
+$441K
|
+18,075
|
New
|
|
|
14
|
Whittier Trust
South Pasadena,
California
|
$439K
|
–
|
–
|
–
|
|
|
15
|
PDS Planning
Dublin,
Ohio
|
$401K
|
+$401K
|
+16,419
|
New
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$354K
|
+$311K
|
+12,747
|
+745%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$337K
|
+$337K
|
+13,777
|
New
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$337K
|
+$337K
|
+13,804
|
New
|
|
|
19
|
Beacon Pointe Advisors
Newport Beach,
California
|
$308K
|
+$307K
|
+12,588
|
New
|
|
|
20
|
LPL Financial
San Diego,
California
|
$286K
|
+$66.8K
|
+2,735
|
+30%
|
|
|
21
|
United Capital Financial Advisors
Irving,
Texas
|
$280K
|
+$280K
|
+11,469
|
New
|
|
|
22
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$258K
|
–
|
–
|
–
|
|
|
23
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$232K
|
+$232K
|
+9,488
|
New
|
|
|
24
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$218K
|
+$218K
|
+8,935
|
New
|
|
|
25
|
SimpliFi Inc
San Diego,
California
|
$215K
|
+$2K
|
+82
|
+0.9%
|
|
