|
1
|
State Street
Boston,
Massachusetts
|
$228M
|
-$16.5M
|
-877,746
|
-7%
|
|
|
2
|
Brio Consultants
San Francisco,
California
|
$12.6M
|
+$12.6M
|
+667,583
|
New
|
|
|
3
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$12M
|
-$7.68M
|
-407,391
|
-39%
|
|
|
4
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$6.84M
|
-$10.6K
|
-562
|
-2%
|
|
|
5
|
Signet Financial Management
Parsippany,
New Jersey
|
$5.19M
|
-$127K
|
-6,754
|
-2%
|
|
|
6
|
|
$1.89M
|
–
|
–
|
–
|
|
|
7
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$1.83M
|
+$2.07K
|
+110
|
+0.1%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$1.57M
|
-$12.3K
|
-653
|
-0.8%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.2M
|
+$849K
|
+45,035
|
+246%
|
|
|
10
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$968K
|
–
|
–
|
–
|
|
|
11
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$682K
|
+$158K
|
+8,396
|
+30%
|
|
|
12
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$635K
|
+$199K
|
+10,547
|
+46%
|
|
|
13
|
|
$593K
|
-$1.46M
|
-77,291
|
-71%
|
|
|
14
|
Ruggie Capital Group
Tavares,
Florida
|
$591K
|
-$777K
|
-41,234
|
-57%
|
|
|
15
|
Strategic Wealth Partners
Independence,
Ohio
|
$563K
|
-$5.97K
|
-317
|
-1%
|
|
|
16
|
Continuum Advisory
Eagle,
Idaho
|
$474K
|
+$473K
|
+25,123
|
New
|
|
|
17
|
|
$383K
|
-$22.3K
|
-1,183
|
-6%
|
|
|
18
|
Tortoise Investment Management
White Plains,
New York
|
$237K
|
+$220K
|
+11,670
|
+1,326%
|
|
|
19
|
RFG Advisory
Birmingham,
Alabama
|
$199K
|
+$199K
|
+10,549
|
New
|
|
|
20
|
Advisor Group
Phoenix,
Arizona
|
$195K
|
+$16.4K
|
+868
|
+9%
|
|
|
21
|
CX Institutional
Auburn,
Indiana
|
$139K
|
+$12.4K
|
+658
|
+10%
|
|
|
22
|
MCF Advisors
Covington,
Kentucky
|
$8K
|
+$8.46K
|
+449
|
New
|
|
|
23
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$6K
|
–
|
–
|
–
|
|
|
24
|
Citadel Advisors
Miami,
Florida
|
–
|
-$990K
|
-52,116
|
Closed
|
|
|
25
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$837K
|
-44,057
|
Closed
|
|
